Senior Tax Specialist at Aviso Wealth
Aviso
Join Aviso Wealth as a Senior Specialist in Tax & Fund Reporting. Lead taxation strategies and fund support while collaborating with internal teams in this key role. The Senior Specialist, Tax & Fund Reporting at Aviso Wealth plays a vital role in overseeing mutual funds. Your responsibilities will include implementing tax regulations, managing fund distributions, and providing critical tax support for events such as mergers and new fund launches. You'll collaborate with the Fund Reporting team on essential financial documentation while advocating for service excellence. Key Responsibilities:
• Oversee fund distributions and manage T3 factors
• Analyze and implement alternative tax strategies
• Monitor Canadian and international tax regulations
• Provide tax disclosure for regulatory documents
• Assist with fund reports like financial statements Requirements:
• Degree or diploma in a relevant field
• Minimum 5 years in tax reporting for mutual funds
• Strong analytical and problem-solving skills
• CPA designation is an asset
• Excellent written and verbal communication skills Utilize your expertise in fund taxation and reporting to drive efficiency and support Aviso Wealth’s client-centric mission.
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Vacancy posted 5 hours ago
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