Requisition ID: 235160
Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture.

PURPOSE:

As the Senior Manager, Tax Reporting & Planning, you will contribute to the overall success of the Client Tax Operations & Advisory Centre of Excellence (Tax COE) in Canada. You will oversee & manage tax administration and reporting to ensure that Canadian investment funds comply with all aspects of applicable tax regulations. You will also provide tax related support/advisory to other areas including product development, sales, client administration, financial reporting, and fund accounting.

IS THIS ROLE RIGHT FOR YOU? IN THIS ROLE YOU WILL:

• Oversee monthly/quarterly/mock/year-end distributions for the investment funds
• Manage compliance in all tax areas including, investor tax slips reconciliation and reporting, annual tax returns for the investment funds (trusts, corporate funds, and limited partnerships), GST/HST filings, and other tax filings as required Review and provide guidance concerning fund specific transactions (i.e., daily corporate actions, fund mergers, etc.) to various internal groups
• Liaise with internal clients, such as Sales and Marketing, Product Development, and Product Managers on tax advisory and planning related to fund launches, mergers and terminations, special distributions, and other product initiatives with respect to the mutual fund products (including ETFs and Corporate Classes)
• Review relevant tax disclosures for the investment funds prospectus, management circular and other similar documents
• Support product marketing team to create and/or update tax content for sales initiatives, and advisor/client brochures
• Develop and/or guide tax and operating policies/procedures to ensure adherence to complex and evolving domestic and foreign tax regulations
• Act as a subject matter expert for tax related queries from Customer Relations Centre and/or the Sales team
• Liaise with internal, financial, and CRA auditors during audits
• Liaise with and provide oversight of work performed by service providers
• Act as a contact person with tax authorities including dealing with notice of assessments and other tax inquires
• Coordinate and review work performed by foreign tax agents with respect to foreign tax calculations and reporting required for the investment funds
• Manage tax vs. GAAP differences and work closely with the preparation of financial statements to ensure all tax vs. GAAP differences are captured and planned for in advance of the financial statements
• Keep current on new developments within the company and industry through networking and industry seminars
• Work on special projects as assigned by the Director, Tax Reporting & Planning as required

DO YOU HAVE THE SKILLS THAT WILL ENABLE YOU TO SUCCEED IN THIS ROLE? WE’D LOVE TO WORK WITH YOU IF YOU HAVE:

• CPA designation
• A minimum of 7 years’ experience in the tax practice of a public accounting firm or equivalent industry experience
• Completion of CPA In-Depth Tax Program is an asset
• Previous exposure to a full range of tax issues affecting investment funds including GST/HST and registered products
• Knowledge of FATCA and CRS requirements, including providing guidance and reporting
• Knowledge of Qualified Intermediary (QI) compliance and related reporting
• Experience with tax reporting for trusts, corporations, and limited partnerships
• Advanced knowledge of MS Office applications
• Strong attention to detail and ability to work effectively while managing multiple tasks Innovative thinking, focused on improving control effectiveness and efficiency, and a proven orientation to results
• Excellent communication, relationship, influencing and interpersonal skills