Fund Tax Manager (Contract until January 2028)
Fidelity Canada
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Benefits offered by this job
Job summary
Fidelity Canada is hiring a Tax Manager (Fund Tax) to oversee fund tax matters, ensure timely tax reporting, and collaborate with internal teams. The role covers retail mutual funds, institutional funds, ETFs, and capital structure.
You will lead tax research, implement improvements, and support senior leadership with regulatory disclosures. Requires a university degree in accounting or finance, CPA, and at least 5 years in tax within the financial industry.
Qualifications
- University degree in Accounting or Finance or equivalent work experience.
- At least 5 years of tax experience in the financial industry.
- CPA or equivalent credential.
- Related tax experience in asset management is an asset.
Responsibilities
- Review funds distribution calculations and tax returns for accuracy and timeliness.
- Oversee foreign tax returns and liaise with authorities as needed.
- Provide tax opinions and analysis on fund events and regulatory disclosures.
- Assist in preparing materials for leadership and audits.
Skills
Education
Tools
Job description
Current work authorization for Canada is required for all openings.
You will be working on a hybrid schedule as part of Fidelity’s dynamic working arrangement.
The work location for this role is 483 Bay Street in Toronto until approximately late 2026, when the work location will change to the new Mississauga office at 3 Robert Speck Parkway
Please note this is a contract role ending at the end of January 2028.
At Fidelity, we’ve been helping Canadian investors build better financial futures for over 35 years. We offer individuals and institutions a range of trusted investment portfolios and services - and we’re constantly seeking to find new and better ways to help our clients. As a privately owned company, we boldly embrace innovation in all areas as we continue to grow our business into the future.
Current work authorization for Canada is required for all openings.
You will be working on a hybrid schedule as part of Fidelity’s dynamic working arrangement.
The work location for this role is 483 Bay Street in Toronto until approximately late 2026, when the work location will change to the new Mississauga office at 3 Robert Speck Parkway
Please note this is a contract role ending at the end of January 2028.
At Fidelity, we’ve been helping Canadian investors build better financial futures for over 35 years. We offer individuals and institutions a range of trusted investment portfolios and services - and we’re constantly seeking to find new and better ways to help our clients. As a privately owned company, we boldly embrace innovation in all areas as we continue to grow our business into the future.
Working with us means you’ll be part of a diverse and dedicated group of people who make a real difference for our clients and communities every day. You’ll have a wide range of opportunities to grow and develop your career in an inclusive environment where you’ll feel valued and supported to be your best - both personally and professionally.
The Fund Treasurer’s Office represents the interests of investors, overseeing financial, operational, and tax matters that affect the funds and their investors.
As a Tax Manager (Fund Tax), you will report to the Director, Fund Tax. You will work collaboratively with various internal and external core business partners to assist with tax-technical matters for all product line ups offered by the Company, including retail mutual funds, institutional pooled funds, exchanged traded funds and capital structure.
You will also provide oversight of the Fund Administrator in their preparation of distribution calculation and tax returns; conduct tax research and analysis on new product launches, fund mergers/terminations and complex securities transactions to ensure tax risks and opportunities are well understood for our investors as well as the funds. In addition, you will also lead continuous improvement initiatives within the Fund Tax Team.
Ensure Funds Remain in Compliance with Tax Regulations and that Tax Policies Achieve a Fair Outcome for Investors
- Manage the review of funds’ distribution calculations and T3 tax returns to ensure completion in a timely and accurate manner and fair outcomes for investors
- Manage the review of distribution calculations and Corporate T2 tax return for the Capital Structure
- Manage the review of funds’ foreign tax returns in applicable foreign markets and provide effective oversight
- Review notice of assessments/reassessments and liaise with CRA to resolve any ad hoc issues and requests
- Research and provide tax opinions on issues requested by various internal stakeholders including product, investment compliance, sales and marketing, etc.
- Provide tax analysis on various types of fund events including large redemptions, portfolio rebalancing, fund mergers, terminations, etc., and assess tax implications for investors resulting from these events
- Collaborate with management to research and resolve complex distribution issues and security transactions with an in-depth understanding of implications to our investors
- Carefully review tax disclosure in funds’ simplified prospectus, annual information form, offering memorandum and other regulatory documents to ensure best in class disclosure
- Assist in preparing materials for presentation to senior leadership, Audit Committee and Board
- Stay abreast of new tax legislative developments impacting the asset management industry, and assist with implementation of process and procedures to address changes
- Document and implement internal control policies and procedures, and ensure all fund tax process documentation is updated regularly to reflect business changes
- Recommend continuous improvement opportunities for existing fund tax processes
- Maintain and update changes required in the distribution review tool
- Assist in preparation of foreign reclaims documentations
- Assist with non-routine projects and provide tax supports as they arise
- Prepare documentations required from CRA Tax Audits
- Completion of a University degree in Accounting or Finance or equivalent work experience
- At least 5 years of tax experience in the financial industry
- CPA or equivalent.
- Related tax experience in Asset Management industry an asset
- Public accounting tax experience and/or fund industry experience an asset
- Completion of CICA In-Depth Tax Courses an asset
- You have in depth knowledge of the investment fund industry and related tax requirements
- You possess strong analytical and problem-solving skills, and an ability to convey complex matters in simple terms
- You are proactive and decisive
- You have excellent oral and written communication skills
- You have advanced MS Excel skills
We use AI-enabled LinkedIn Hiring Assistant to support parts of our sourcing process. Every hiring decision is reviewed and finalized by our recruiters. If you choose to ask questions to the LinkedIn HR Hiring Assistant, please be mindful that the responses are not official and must be confirmed for accuracy and completeness by Fidelity. If you are selected for an interview, the recruiter who contacts you can best answer your questions
- Flexible working arrangements - 100% remote, hybrid, and in office options
- Competitive total compensation, including company contributions to your group RRSP without a matching requirement from you
- Comprehensive health benefits that start on your first day, with 100% employer-paid premiums, that include up to $6000 annually for mental health services and therapy
- Parental leave top-up to 100% of your salary for a period of 25 weeks
- Up to $650 for home office equipment
- Generous time off policy, including 2 paid days annually to volunteer at a charity of your choice
- Diversity and inclusion programs, including an active network of Employee Resource Groups
- Extensive professional development opportunities, including access to over 11,000 training and development courses, tuition reimbursement, and monetary rewards for completing a required designation
- We care a lot about fostering a compassionate, people-centric culture, and are proud to have been named one of Canada’s Top 100 employers for the last five years.
This posting represents an existing vacancy within our organization—an opportunity to step into a role where your talents will make a meaningful difference.
This contract role offers a flexible, hourly compensation model that reflects your expertise and the value you bring. The hourly rate ranges from $62.00 to $95.00, based on experience and qualifications.
We offer market-aligned rates that recognize the specialized skills and agility required for this role.
We’re proud to offer a compensation package that aligns with provincial pay transparency requirements.
This posting represents an existing vacancy within our organization—an opportunity to step into a role where your talents will make a meaningful difference.
We use AI-enabled LinkedIn Hiring Assistant to support parts of our sourcing process as well as an AI screening tool that assists in screening and assessing applications. Every hiring decision is reviewed and finalized by our recruiters. If you choose to ask questions to the LinkedIn HR Hiring Assistant, please be mindful that the responses are not official and must be confirmed for accuracy and completeness by Fidelity. If you are selected for an interview, the recruiter who contacts you can best answer your questions.
Fidelity Canada is committed to fostering a diverse and inclusive workplace. We will consider all qualified applicants for employment regardless of race, color, religion, sex, sexual orientation, gender identity or expression, national or ethnic origin, age, disability, family status, protected veterans’ status, Aboriginal/Native American status or any other legally-protected ground.
Fidelity Canada welcomes and encourages applications from people with disabilities. Accommodations are available on request for candidates taking part in the selection process. If you require an accommodation, please email us at FidelityCanadaStaffing@fidelity.ca.
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- TalentEgg National Recruitment Excellence Award - Special Award for Diversity & Inclusion in Recruiting
- Canadian HR Reporter's Most Innovative HR Team
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