Senior Specialist, Tax & Fund Reporting

Senior Specialist, Tax & Fund Reporting

We’re looking to fill an opening in our Fund Reporting team. Reporting to the Manager, Fund Reporting & Administration, the Senior Specialist will lead the taxation strategy of a group of mutual funds, implement new tax regulations, oversee fund distributions and tax filings, and provide tax support for fund events such as new fund launches and mergers. The role also includes assisting with financial statements and MRFPs.

• Oversight of fund distributions, T3 factors, tax returns and assessments, foreign tax returns, PFIC reporting, withholding tax reclaims, corporate actions, EIFEL, HST
• Provide tax support for fund events such as mergers, rebalancings, and new fund launches. Independently analyze alternative tax strategies to optimize tax efficiency and present recommendations to executives
• Monitor new Canadian and international tax regulations and coordinate implementation
• Provide tax disclosure for regulatory documents such as prospectuses and management information circulars
• Assist the Fund Reporting team with fund reports such as financial statements, MRFPs, QPDs

• University degree or college diploma in a relevant field is required
• Professional accounting designation (CPA) is an asset
• Strong working knowledge of investment fund taxation; minimum of 5 years’ experience in tax reporting and advisory within mutual fund/asset management industries
• Big 4 experience an asset
• Strong analytical skills; the ability to problem‑solve, be detail oriented and work independently
• Works well with internal departments and various external stakeholders such as third‑party service providers and auditors
• Ability to prioritize and meet tight deadlines
• Excellent written and verbal communication skills
• Fluent communication skills in English are required and bilingual skills in French are an asset

At Aviso, you will find a dynamic and inclusive culture that rewards innovation and celebrates success.

• Competitive compensation package that rewards and recognizes individual contributions
• Excellent health, dental and insurance benefits to meet the diverse needs of our employees
• Generous vacation time, fitness benefit, parental leave top‑up options
• Matching contributions to our retirement program
• Commitment to the continuous improvement of our staff through learning & development and an education assistance program
• Regular social events to foster teamwork

This position is posted with an expected salary range of $93,000 – $113,000 CAD annually. Individual compensation packages are based on various factors unique to each candidate and the requirements of the position.

Aviso welcomes and encourages applications from all qualified individuals including persons with disabilities. If you require an accommodation, we will work with you to meet your needs in all stages of the hiring process.

No recruiters or agencies, please.

We thank all applicants for their interest; however, only those selected for further consideration will be contacted.