Senior Manager - Fund Tax Advisory & Reporting

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Requisition

Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture.

As the Senior Manager, Fund Tax Advisory & Reporting, you will lead and oversee tax administration and reporting for Canadian investment funds, ensuring compliance with all applicable tax regulations. You will act as a strategic advisor and subject matter expert on taxation matters related to investment products, supporting areas such as product development, sales, client administration, financial reporting, and fund accounting.

This role requires strong technical expertise, leadership skills, and the ability to manage complex tax processes while mitigating risk and driving operational excellence.

• Leads and drives a customer focused culture throughout their team to deepen client relationships and leverage broader Bank relationships, systems and knowledge.
• Tax subject matter expert providing guidance to cross-functional teams pertaining to new product initiatives and current product change initiatives including providing analysis of tax implications to the investment fund products and the investors.
• Engage with external advisors on complex advisory items, as appropriate.
• Oversee distributions for investment funds, including oversight of service providers and year-end processes.
• Manage tax compliance for investment funds including annual tax returns, ensuring the timely and accurate preparation of tax regulatory filings.
• Develop and review policies and procedures to ensure they are efficient and that required procedures and effective controls are in place.
• Make decisions as required on tax-related matters affecting the investment funds while assessing and managing risk exposure to the organization and clients.
• Monitor changes to legislation, communicate changes as appropriate, and support any initiatives that may be undertaken as a result of these changes.
• Liaise with tax authorities, internal partners and service providers, as necessary, on assessments, audits, and enquiries and on matters of administrative practices affecting investment funds.
• Coordinate and review work performed by foreign tax agents with respect to foreign tax calculations and reporting required for the investment funds.
• Understand how the Bank’s risk appetite and risk culture should be considered in day-to-day activities and decisions.
• Creates an environment in which their team pursues effective and efficient operations of their respective areas in accordance with Scotiabank’s Values, its Code of Conduct and the Global Sales Principles, while ensuring the adequacy, adherence to and effectiveness of day-to-day business controls to meet obligations with respect to operational, compliance, AML/ATF/sanctions and conduct risk.
• Builds a high-performance environment and implements a people strategy that attracts, retains, develops and motivates their team by fostering an inclusive work environment and using a coaching mindset and behaviours; communicating vison/values/business strategy; and, managing succession and development planning for the team.

• Completion of CPA In-Depth Tax Program
• Advanced knowledge of tax issues affecting investment funds
• Experience with investment fund tax reporting (trusts, corporations, limited partnerships)
• Strong tax regulatory research and analysis skills. Tax advisory experience asset
• Ability to work effectively while managing multiple tasks
• Excellent communication, relationship, influencing and interpersonal skills. Ability to communicate with clarity; strong verbal and written communications skills, including effective listening skills.
• Strong client service orientation, including the ability to listen to client needs and present clear and well-defined solutions as well as an ability to build partnerships and effective working relationships internal and external to the organization
• Innovative thinking, focusing on improving control…