Ensure timely and accurate income tax compliance reporting to tax authorities for Canadian investment funds.
Support the team on fund distributions and allocations.
Review Canadian trust, corporation, and partnership tax returns and notices of assessment.
Perform monthly monitoring on investment funds to prevent adverse tax consequences.
Review and complete documentation for fund investments in foreign markets.
Review withholding tax rates applied by fund custodians.
Support internal and external tax audits.
Maintain investment fund lists.
Perform analysis to support recommendations on fund launches, mergers, terminations, and portfolio rebalancing.
Provide tax advisory services to the business on fund initiatives, including new fund launches, mergers and terminations, and structured products.
Requirements
You think big with curiosity, and use an agile approach to enable positive business outcomes.
You thrive in teams and enjoy getting things done together.
You take ownership and build solutions, focusing on what matters.
The ideal candidate will have a passion for process improvement.
You do what is right, work with integrity and speak up.
You share your humanity, helping us build a diverse and inclusive work environment for everyone.
You obsess about customers, listen, engage and act for their benefit.
You have an interest in the Investment industry.
CPA designation is a significant asset.
Well-developed skills in accounting, analysis, and problem-solving.
Over 2 years of relevant experience in taxation.
Knowledge of the investment fund industry is an asset.
Excellent written and verbal communication skills.
Ability to effectively prioritize tasks with overlapping deadlines.
Proficiency in Microsoft Office applications, especially Excel.
Ability to build solutions in Power BI and/or Alteryx is an asset.
Bilingual preferred but not required - The successful candidate will be required to communicate in English and French in order to support clients from various jurisdictions outside of Quebec.
Benefits
Health, dental, mental health, and vision benefits
Short- and long-term disability insurance
Life and AD&D insurance coverage
Adoption/surrogacy and wellness benefits
Employee/family assistance plans
Retirement savings plans (including pension)
Global share ownership plan with employer matching contributions
Financial education and counseling resources
Incentive programs and opportunity to earn incentive compensation tied to performance
Generous paid time off program in Canada (holidays, vacation, personal, sick days) and statutory leaves
Hybrid working arrangement and flexible environment supporting well-being and inclusion
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