Senior Tax Analyst

Our client is a leading financial services organization providing fund administration, accounting, and tax services to a diverse portfolio of investment funds and institutional clients across Canada.

This is an excellent opportunity for an experienced Senior Tax Analyst to join a collaborative financial reporting and tax team supporting a diverse portfolio of investment funds. The successful candidate will work closely with Fund Accounting, clients, external tax advisors, and auditors, taking ownership of tax-related matters while providing research, analysis, and recommendations on complex issues.

This role is well suited to someone with strong Canadian tax knowledge, ideally within the investment fund industry
, who is comfortable working independently, managing multiple deadlines, and identifying opportunities to improve processes and controls.

• Review distribution calculations and allocation factors prepared by Fund Accounting for various client funds, including complex fund structures.
• Collaborate closely with Fund Accounting and liaise with assigned clients, external tax advisors, and auditors throughout the distribution calculation review process
• Attend external audit meetings and respond to tax-related queries
• Initiate and review distribution-related processes, including Suspended Capital Loss and Stop Loss
• Prepare and file Trust and Corporation income tax returns and related tax information forms for assigned clients
• Prepare HST returns for assigned investment funds accurately and within required deadlines
• Research and analyze the accounting and tax implications of corporate actions, including complex corporate actions affecting investment funds, and recommend appropriate tax treatment
• Review the work of Tax Analysts and provide training, coaching, and guidance as required
• Implement process improvements and procedural enhancements to improve efficiency and strengthen controls within the distribution process
• Review Income Trust Allocations and Notional Distributions and maintain tax-related Security Master data fields for assigned fund

• University degree in Business, Accounting, Finance, or a related discipline
• Professional accounting designation or actively working toward a professional accounting designation
• Strong working knowledge of Canadian taxation
  , particularly as it applies to investment funds
• Previous Fund Accounting experience within the investment fund industry is required
• Experience with Trust and Corporation income tax returns and HST returns is an asset
• Strong analytical and research skills with the ability to independently assess tax issues and develop appropriate recommendations
• Excellent written and verbal communication skills
• Strong time management skills with the ability to manage multiple priorities and meet tight deadlines
• Strong PC skills, including MS Office and Tax Prep
• Ability to work independently with minimal supervision while collaborating effectively with internal and external stakeholders
• Strong attention to detail and a high degree of commitment to quality and accuracy
• Ability to review, coach, and provide guidance to more junior team members

• Join an established financial services organization supporting a diverse portfolio of investment funds
• Gain exposure to complex Canadian tax matters and investment fund structures
• Work collaboratively with Fund Accounting, clients, external advisors, and auditors
• Opportunity to take ownership of tax research and make recommendations on complex issues
• Contribute to process improvement, automation, and control enhancement initiatives
• Opportunity to provide mentorship and guidance to junior members of the tax team
• Develop broader exposure across…