Build Canadian fund tax compliance expertise at CI Financial, applying Excel and tax software onsite four days weekly within an in-office work model. Manage reporting across investment products.

As Manager, Fund Taxation, you will support accurate tax reporting and planning for mutual funds, ETFs, closed-end funds, mutual fund corporations, and segregated funds. The work includes tax returns, distributions, CRA requirements, international forms, and legislative monitoring. You will also maintain procedures, controls, and process documentation.

Key Responsibilities:

- Prepare and review fund distributions and allocations
- Prepare documentation for PFIC and HST calculations
- Maintain W-8 BEN-E, CRS, and W-9 documentation
- Monitor tax legislation and update internal procedures
- Assist with fund tax reporting tools and systems

Requirements:

- Minimum five to seven years of relevant experience
- Robust understanding of Canadian mutual funds and ETFs
- Bachelor’s degree in Accounting, Finance, or related field
- CPA designation preferred
- Knowledge of Canadian tax reporting standards and IFRS

Bring Canadian fund taxation, documentation, and compliance skills to CI Financial’s tax operations and reporting processes.

📌 Canadian Fund Tax Compliance Manager (Toronto)
🏢 CI Financial
📍 Toronto