Senior Analyst- Business Tax (Financial Services)

• Oversee and review annual tax compliance for a portfolio of investment funds, including trust (T3), corporate (T2), and partnership (T5013) tax returns and related filings
• Review fund distribution calculations (monthly, quarterly, and annual) to ensure accurate unitholder tax reporting (e.g. T3 slips for investors)
• Liaise with fund administrators and clients as the key contact to manage tax reporting processes and timelines
• Provide tax advice on complex fund transactions and ensure proper tax treatment for fund activities, including reviewing corporate actions and advising on their tax implications
• Support financial statement audits from a tax perspective, and support responses to Canada Revenue Agency (CRA) inquiries, notices of assessment, and audits
• Assist in reviewing tax-related disclosures in fund offering documents and prospectuses to ensure accuracy and compliance with tax laws
• Establish and advise on tax policies and procedures for funds, implementing controls to manage tax risk and ensure compliance
• Monitor and interpret changes in tax legislation and industry developments, and provide timely notification and guidance to the team and clients on these developments

• Work in a stimulating and very high-energy environment with like-minded people who are eminent in their respective technical fields;
• Develop solutions through discussion with your team and clients;
• Continue your professional development in order to progress in your chosen career path

• A CPA designation (Canada) or equivalent and an undergraduate degree in accounting, finance, or business
• 2+ years of relevant experience in Canadian Tax, with a focus on investment funds or financial services tax.
• Completion of the In-Depth Tax Program (IDTP) of CPA Canada or a Master's in Taxation preferred
• Demonstrated expertise in the taxation of investment funds, including in-depth knowledge of trust and partnership tax rules, mutual fund structures, and related compliance requirement
• Experience overseeing the preparation or review of complex tax returns and schedules for investment fund clients (T3 Trust returns, T2 corporate fund returns, T5013 partnership returns, slips, etc.)
• Familiarity with international tax considerations for funds (e.g. FATCA/CRS, PFIC, withholding tax issues) and the ability to coordinate advice across jurisdictions (experience with U.S. or cross-border fund tax matters is a plus)
• Strong leadership and project management skills - proven ability to manage multiple engagements and teams simultaneously, while delivering exceptional client service and meeting deadlines
• Excellent communication and advisory skills: ability to explain complex tax concepts to non-specialist clients and to advise senior client executives confidently
• A track record of mentoring and developing staff, and leading high-performing teams on client engagements
• Business development acumen - experience building client relationships, identifying consulting opportunities, or contributing to proposals and market initiatives
• Proficiency with tax research tools and tax compliance software (e.g., Taxprep, iFirm); knowledge of investment fund accounting/reporting systems (MPower, InvestOne, Eagle, or similar) is an asset

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