Senior Investment Fund Tax Manager
Robertson & Company Ltd.
Lead Canadian investment fund taxation in Toronto, applying strategic oversight, tax governance, and compliance expertise onsite. This permanent role supports diverse investment solutions.Our client is a leading North American investment management organization seeking a Senior Tax Manager specializing in investment funds. You will guide tax compliance, interpret Canadian legislation, and evaluate fund products, investor types, and investment strategies. The role partners with legal, investment, product, management, administrators, and external advisors.Key Responsibilities:
Lead compliance for mutual funds, ETFs, and limited partnershipsEstablish tax risk standards, processes, and governance frameworksInterpret Canadian tax legislation affecting investment fundsEvaluate tax implications of products and investment strategiesOversee administrators and external tax advisorsRequirements:
Five to seven years of investment fund tax experienceUnderstanding of trusts, partnerships, ETFs, and mutual fund corporationsUniversity degree in accounting, taxation, or related business disciplineStrategic tax advice and clear complex-issue communication skillsStrong risk assessment, decision-making, and relationship-management abilitiesApply investment fund taxation, Canadian legislation, and governance expertise while advising stakeholders across complex fund structures.
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Lead compliance for mutual funds, ETFs, and limited partnershipsEstablish tax risk standards, processes, and governance frameworksInterpret Canadian tax legislation affecting investment fundsEvaluate tax implications of products and investment strategiesOversee administrators and external tax advisorsRequirements:
Five to seven years of investment fund tax experienceUnderstanding of trusts, partnerships, ETFs, and mutual fund corporationsUniversity degree in accounting, taxation, or related business disciplineStrategic tax advice and clear complex-issue communication skillsStrong risk assessment, decision-making, and relationship-management abilitiesApply investment fund taxation, Canadian legislation, and governance expertise while advising stakeholders across complex fund structures.
#J-18808-Ljbffr
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