Toronto, ON Full-time CA$69,500 - CA$119,500 / year
CI Investments is seeking a Manager, Fund Taxation to support tax operations and compliance across its investment products, including mutual funds, ETFs, closed-end funds, mutual fund corporations, and segregated funds. This is an existing vacancy. The role follows an in-office model and requires employees to be onsite four days per week.
Responsibilities Coordinate preparation and review of monthly, quarterly, and annual fund tax distributions and allocations.
Assist with fund tax returns, including T3, T5, and NR4 filings, and review year-end distributions and tax factors.
Support compliance with CRA requirements and tax audit engagements.
Maintain PFIC, HST blended-rate, and international tax documentation, including W-8 BEN-E, CRS, and W-9 forms.
Monitor tax legislation and maintain fund tax procedures, documentation, and internal controls.
Partner with Legal, Product, Operations, and Client Services on tax inquiries and product initiatives,



including fund launches, mergers, and terminations.
Help maintain tax reporting tools and systems, mentor junior tax staff, and coordinate with external advisors, custodians, and service providers.
Qualifications Five to seven years of experience in fund taxation, accounting, or financial services, with knowledge of Canadian mutual funds and ETFs.
Bachelor’s degree in Accounting, Finance, or a related field; CPA designation preferred.
Working knowledge of IFRS, fund accounting, and Canadian tax reporting standards.
Proficiency with Microsoft Excel and tax software.
Compensation Anticipated base salary: $69,500–$119,500 per year, depending on factors including experience, skills, education, budget, and location. The position is also eligible for a bonus program and perks.

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📌 Manager, Fund Tax (Ontario)
🏢 Skillhub Solutions
📍 Ontario