Fund Tax Governance Lead — Investment Funds

CI Investments Inc.; Canada; On-site; CAD 100,000 - 143,000; Full time

Benefits offered by this job

Health insurance

Wellness programs

Life and disability insurance

Retirement savings plans

Paid leave programs

Education-related programs

Paid holidays and vacation time

Job summary

CI Investments Inc. is seeking an experienced tax professional to lead tax governance, compliance, and risk management for its investment funds and related entities in Canada.

You will collaborate with legal, finance, operations, product, compliance, and portfolio management to maintain strong tax controls and minimize risk. The ideal candidate has CPA/CA or equivalent designation, 7+ years of tax experience in funds/asset management, and deep knowledge of Canadian income tax rules for funds.

Qualifications

• CPA, CA, CPA (Tax), LL.B., J.D., or equivalent professional designation.
• 7+ years of relevant tax experience, preferably within investment funds, asset management, financial services, public accounting, or a tax law practice.
• Strong understanding of Canadian income tax rules applicable to investment funds and fund investors.
• Experience with tax compliance, governance, controls, and risk management processes.
• Strong analytical and problem-solving skills.
• Excellent written and verbal communication skills.
• Ability to manage multiple priorities and work effectively in a collaborative environment.

Responsibilities

• Oversee and support tax compliance processes for investment funds and related entities.
• Monitor and assess tax risks associated with existing products, new initiatives, and regulatory developments.
• Maintain and enhance tax governance frameworks, policies, controls, and procedures.
• Support the implementation and documentation of tax-related controls and oversight processes.
• Review offering documents, legal agreements, and other fund-related documentation from a tax and governance perspective.
• Monitor legislative, regulatory, and administrative developments affecting investment funds and investors.
• Assist with audits, regulatory reviews, and information requests involving tax matters.
• Partner with legal, compliance, finance, operations, and product teams to identify and address tax risks while supporting business objectives.
• Participate in strategic initiatives, fund launches, reorganizations, and product changes to ensure tax and compliance considerations are appropriately addressed.

Skills

Analytical thinking

Problem-solving

Communication

Project management

Collaboration

Education

CPA/CA/CPA (Tax) or equivalent

LL.B./J.D. or equivalent

7+ years tax experience

Job description

CI Investments Inc. is seeking an experienced tax professional to lead tax governance, compliance, and risk management for its investment funds and related entities in Canada.

You will collaborate with legal, finance, operations, product, compliance, and portfolio management to maintain strong tax controls and minimize risk. The ideal candidate has CPA/CA or equivalent designation, 7+ years of tax experience in funds/asset management, and deep knowledge of Canadian income tax rules for funds.