Hybrid Senior Specialist, Tax & Fund Reporting

Posted 3 hours ago

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About the role

  • Senior Specialist managing tax strategy and support for mutual funds at Aviso Wealth. Overseeing tax compliance, fund events, and contributing to reports such as financial statements.

Responsibilities

  • **What your day looks like:**
  • Oversight of fund distributions, T3 factors, tax returns and assessments, foreign tax returns, PFIC reporting, withholding tax reclaims, corporate actions, EIFEL, HST
  • Provide tax support for fund events such as mergers, rebalancings, and new fund launches. Independently analyze alternative tax strategies to optimize tax efficiency and present recommendations to executives
  • Monitor new Canadian and international tax regulations and coordinate implementation
  • Provide tax disclosure for regulatory documents such as prospectuses and management information circulars
  • Assist the Fund Reporting team with fund reports such as financial statements, MRFPs, QPDs

Requirements

  • **Your experience and skills:**
  • University degree or college diploma in a relevant field is required
  • Professional accounting designation (CPA) is an asset
  • Strong knowledge of investment fund taxation; minimum of 5 year’s experience in tax and fund accounting
  • Strong analytical skills; the ability to problem-solve, detail oriented, and able to work independently
  • Works well with internal departments and various external stakeholders such as third-party service providers and auditors
  • Ability to prioritize and meet tight deadlines
  • Excellent written and verbal communication skills
  • Fluent communication skills in English are required and bilingual skills in French are an asset

Benefits

  • **Why Aviso?**
  • At Aviso, you will find a dynamic and inclusive culture that rewards innovation and celebrates success. ** Here are a few things that set us apart:
  • Competitive compensation package that rewards and recognizes individual contributions
  • Excellent health, dental and insurance benefits to meet the diverse needs of our employees
  • Generous vacation time, fitness benefit, parental leave top-up options
  • Matching contributions to our retirement program
  • Commitment to the continuous improvement of our staff through learning & development and an education assistance program
  • Regular social events to foster teamwork

Job title

Senior Specialist, Tax & Fund Reporting

Job type

Experience level

Senior

Salary

CA$93,000 - CA$113,000 per year

Degree requirement

Bachelor's Degree

Location requirements

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