Canadian Fund Tax Compliance Manager

Build Canadian fund tax compliance expertise at CI Financial, applying Excel and tax software onsite four days weekly within an in-office work model. Manage reporting across investment products.
As Manager, Fund Taxation, you will support accurate tax reporting and planning for mutual funds, ETFs, closed-end funds, mutual fund corporations, and segregated funds. The work includes tax returns, distributions, CRA requirements, international forms, and legislative monitoring. You will also maintain procedures, controls, and process documentation.

Key Responsibilities:

Prepare and review fund distributions and allocations
Prepare documentation for PFIC and HST calculations
Maintain W-8 BEN-E, CRS, and W-9 documentation
Monitor tax legislation and update internal procedures
Assist with fund tax reporting tools and systems
Requirements:
Minimum five to seven years of relevant experience
Strong understanding of Canadian mutual funds and ETFs
Bachelor’s degree in Accounting, Finance, or related field
CPA designation preferred
Knowledge of Canadian tax reporting standards and IFRS
Bring Canadian fund taxation, documentation, and compliance skills to CI Financial’s tax operations and reporting processes.