Fund Tax Manager – Canadian Funds & ETFs

CI Financial Corp.; Toronto; On-site; CAD 70,000 - 120,000; Full time

Benefits offered by this job

Health insurance

Retirement savings plan

Paid time off

Job summary

CI Financial Corp. seeks a detail-oriented Manager, Fund Taxation to support tax operations for mutual funds, ETFs, and other products.

This role ensures accurate tax reporting, planning, and CRA compliance, working with cross-functional teams in a fast-paced environment. The position requires 5–7 years in fund taxation, a Bachelor’s in Accounting/Finance (CPA preferred), IFRS knowledge, and strong Excel skills.

Qualifications

• Minimum 5–7 years of experience in fund taxation, accounting, or financial services.
• Strong knowledge of Canadian mutual funds and ETFs; IFRS familiarity.
• Proficiency in Excel and tax software; good analytical and communication skills.

Responsibilities

• Coordinate monthly, quarterly, and annual fund tax distributions and allocations.
• Assist in preparing and filing fund tax returns (T3, T5, NR4).
• Support review of year-end distributions and tax factors; ensure CRA compliance.

Skills

Fund taxation

Canadian tax reporting

Analytical skills

Communication skills

Education

Bachelor’s in Accounting/Finance

CPA designation preferred

Job description

CI Financial Corp. seeks a detail-oriented Manager, Fund Taxation to support tax operations for mutual funds, ETFs, and other products.

This role ensures accurate tax reporting, planning, and CRA compliance, working with cross-functional teams in a fast-paced environment. The position requires 5–7 years in fund taxation, a Bachelor’s in Accounting/Finance (CPA preferred), IFRS knowledge, and strong Excel skills.