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.

Responsibilities

• 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 implementati...