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.

📌 Manager Fund Taxation Toronto
🏢 Skillhub Solutions
📍 Toronto