Lead fund taxation operations at CI Investments in Toronto, using Canadian tax reporting and fund accounting expertise onsite four days weekly.
As Manager, Fund Taxation, you will support tax operations and compliance across mutual funds, ETFs, closed-end funds, mutual fund corporations, and segregated funds. The work includes distributions, returns, CRA requirements, documentation, legislation monitoring, and internal controls. You will also collaborate across business functions.
Key Responsibilities: Coordinate monthly, quarterly, and annual fund tax distributions
Assist with T3, T5, and NR4 fund tax filings
Support CRA compliance and tax audit engagements
Maintain PFIC, HST, W-8 BEN-E, CRS, and W-9 documentation
Monitor legislation,



procedures, controls, and tax reporting systems
Requirements: Five to seven years in fund taxation, accounting, or financial services
Knowledge of Canadian mutual funds and ETFs
Bachelor’s degree in Accounting, Finance, or related field
CPA designation preferred
Working knowledge of IFRS, fund accounting, Excel, and tax software
Apply fund taxation, Canadian reporting, and compliance expertise while supporting CI Investments’ investment products in Toronto.

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📌 Manager Fund Taxation Toronto (Ontario)
🏢 Skillhub Solutions
📍 Ontario