Fund Taxation Director at CI Financial

Position: Fund Taxation Director Role at CI Financial
Enhance tax compliance processes as the Fund Taxation Director at CI Financial in Toronto. This full-time position focuses on collaborative tax reporting across multiple investment vehicles.

In this role at CI Financial, you will lead fund taxation operations, ensuring accurate distribution and compliance for investment products including mutual funds and ETFs. Your responsibilities encompass preparing and reviewing tax returns, monitoring legislation changes, and collaborating cross-departmentally to address tax issues. A key aspect of the role is to mentor junior staff while supporting the organization’s mission.

Key Responsibilities:

• Review monthly, quarterly, and annual tax distributions

• Prepare and file critical fund tax returns accurately

• Ensure compliance with CRA regulations during audits

• Collaborate on product initiatives related to taxation

• Develop and maintain tax reporting tools and systems

Requirements:

• Expertise in fund tax operations and compliance

• Familiarity with Canadian tax laws and regulations

• Excellent communication and teamwork skills

• Proven track record of project management in tax

• Experience mentoring staff in a tax-focused environment

Contribute to CI Financial's success through effective fund taxation strategies and collaborative initiatives to enhance compliance.
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