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
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