Executive Vice President Fund Taxation CI

Shape the future of fund taxation at CI Financial in Toronto as the Executive Vice President. Lead strategic initiatives, ensure compliance, and foster innovation across investment products.

In this role, you will guide the strategic vision for fund taxation at CI Financial, overseeing critical governance and compliance across mutual funds, ETFs, and more. As a leader, you will drive tax optimization for enhanced investor outcomes and operational efficiency while collaborating closely with legal, marketing, and client services teams. This executive position is pivotal for supporting the company’s growth through strategic oversight.

Key Responsibilities:

• Define enterprise-wide fund taxation strategy for CI

• Lead tax planning to optimize fund performance

• Ensure compliance with filing deadlines and audits

• Collaborate with internal teams on tax-related initiatives

• Mentor and develop a top-tier tax team

Requirements:

• Proven track record in executive fund taxation roles

• Comprehensive knowledge of tax laws and regulations

• Strong leadership and strategic planning skills

• Effective communicator with external partners

• Experience in managing complex compliance processes

Join CI Financial to elevate your career and make impactful contributions in fund taxation.
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