Lead fund taxation at CI Financial using Canadian tax reporting and analytical skills in an in-office model, onsite four days weekly. Support accurate compliance across diverse investment products.

This Manager, Fund Taxation role supports tax operations and compliance across mutual funds, ETFs, closed-end funds, mutual fund corporations, and segregated funds. You will coordinate distributions, prepare tax returns, maintain documentation, and support Canadian regulatory compliance. The position also involves collaboration with Legal, Product, Operations, and Client Services teams.

Key Responsibilities:

- Coordinate monthly, quarterly, and annual tax distributions
- Assist with T3, T5, and NR4 filings
- Review year-end distributions and tax factors
- Ensure CRA compliance and support audit engagements
- Maintain fund tax controls and documentation

Requirements:

- Five to seven years in fund taxation, accounting, or financial services
- Understanding of Canadian mutual funds and ETFs
- Bachelor’s degree in Accounting, Finance, or related field
- Working knowledge of IFRS and fund accounting principles
- Microsoft Excel, tax software, analytical, and communication skills

Apply fund taxation, Canadian reporting, and compliance expertise while supporting CI Financial’s investment product operations.

📌 Manager Fund Taxation CI Financial (Canada)
🏢 CI Financial
📍 Canada