Interim Tax Manager (Hybrid in Toronto, CA)
Resources Global Professionals
- Toronto, ON
- Temporary
- Full-time
- Responsible for overseeing funds' mock and year-end distribution review process by acting as a key contact person to liaise with fund administrator, external tax advisors, and internal wealth management business partners. Understand the fund accounting and the implication to tax distribution.
- Review and file T3 tax returns and related tax forms for the funds prepared by external tax advisor.
- Knowledge of the investment fund industry and familiarity with various asset classes including mutual fund trusts and mutual fund corporations.
- Review HST returns and PFIC factors.
- Track and maintain proper audit trail of tax issues and matters. Ensures proper follow through and issues resolution.
- Reviews certain corporate actions for proper treatment. Provide advice on the proper handling of complicated corporate actions.
- Assist in reviewing tax-related disclosures in fund prospectuses, offering documents, and related legal documents.
- Assist in establishing and maintaining proper policies, procedure and ensure controls are executed in managing tax risks.
- Keep abreast of and provide timely notification of upcoming, pending, and approved tax legislative changes.
- Strong attention to detail and ability to work with precision and meet tight deadlines.
- University degree in accounting, taxation, or a related business administration discipline. Enrolment or completion of CICA in-depth tax courses I and II is an asset.
- 3-5 Years investment funds related tax experience in a major accounting firm, asset manager or fund administrator.
- Demonstrated tax experience with mutual fund corporations, partnerships, trusts, regulated investment entities, various security types and derivatives.
- Strong technical research, analytical and problem-solving skills.
- Strong communication, teamwork and relationship building skills.
- Strong organizational skills and ability to consistently meet tight compliance deadlines.
- Self-motivated person who can take initiative to improve tax related processes and procedures.
- Proficient with Microsoft Excel, Word and MS office applications; and with tax databases and applications.
- An inspirational place for you to do your best work, be engaged in meaningful ways, and continually develop the skills, competencies and qualities that set our team apart.
- Compensation commensurate with your qualifications, experience, and other factors including geographic location, market and operational factors.
- Total Rewards include: Medical, Dental, Vision, Life Insurance, Disability Insurance, 401(k) Savings Plan, Employee Stock Purchase Plan, Professional Development Program, Paid Time Off and Paid Sick Time (in geographies where legally required).