Head of Tax

CC&L Infrastructure; Toronto; Hybrid; CAD 200,000 - 250,000; Full time

Job summary

A leading asset management firm in Toronto is seeking a Head of Tax. This pivotal role oversees tax compliance, provides strategic guidance, and manages internal tax functions. Ideal candidates have over 10 years in tax, strong leadership skills, and a CPA designation. The organization offers a hybrid work environment with flexible arrangements.

Qualifications

• 10 years of experience in corporate, fund and partnership tax.
• Proven ability to manage high-performing tax teams.
• Experience with Canadian corporate reorganizations and foreign affiliate rules.

Responsibilities

• Lead corporate and partnership tax compliance for CC&L.
• Provide insight on tax matters including Canadian pooled funds.
• Manage relationships with external tax advisors and government auditors.

Skills

Big4 tax background

Expertise in partnership structures

Proficient in TaxPrep software

Leadership skills

Excellent communication skills

Strong project management skills

CPA designation

Strong knowledge of Canadian tax compliance

Education

Master of Taxation or CPA In-Depth Tax Course

Tools

TaxPrep software

Job description

Overview

Head of Tax
Connor Clark & Lunn Financial Group Ltd
Toronto Ontario

Interested in joining one of Canada’s top performing asset managers. We are looking for a Head of Tax to join our Accounting Department. If you have experience advising and mitigating tax risks in a private enterprise environment while overseeing the tax compliance for an entire organization, then this role is for you. CC&L Financial Group is motivated to expand and develop its internal tax function and is looking for a dynamic leader to elevate the organization’s tax strategy and operations. This pivotal role will oversee the full tax lifecycle including compliance, strategic planning and provide fund structure tax guidance across public and private market investments. The Head of Tax will drive efficiency, reduce external advisory costs and provide strategic tax counsel to executive leadership. Our offices currently operate on a hybrid model with a combination of in-office and remote working days throughout the week and offer flexible work arrangements during peak tax reporting periods.

What You Will Do

• Tax Compliance & Strategy: Lead corporate and partnership tax compliance for CC&L and affiliated fund vehicles (including public market funds, alternative investment funds, private equity / infra and corporate entities). Ensure timely filings, accurate tax provisions and translation of complex tax positions into clear guidance for internal stakeholders.
• Fund Structure & Public Market Expertise: Provide deep technical insight on tax matters including Canadian pooled funds, mutual fund trusts, CAD and U.S. LPs, foreign tax credits and cross-border issues. Ensure compliance and maximize efficiency for both public and private fund structures. Work closely with Finance, Treasury, Tax and Legal teams to ensure the proper maintenance of holding and financing structures through the administration of tax policies and guidelines.
• External Advisor & Stakeholder Management: Manage relationships with external tax advisors and government auditors. Collaborate closely with internal teams (Fund Operations, Finance, Legal, Investment Teams) to align tax planning with business objectives and fund strategies.
• Risk mitigation and monitoring: Proactively monitor, assess and guide the implementation of new tax legislation (e.g. EIFEL, OECD Pillar Two) including interpreting the impact on existing structures. Support the maintenance of complex legal structures by reviewing funds flows, preparing adjusted cost base calculations and calculating withholding tax on distributions.

What You Bring

• Experience & Technical Skills: Big4 tax background preferred with 10 years in a mix of corporate, fund and partnership tax.
• Expertise in partnership structures, mutual fund and pooled fund taxation, U.S. and Canadian tax rules.
• Proficient in TaxPrep software.
• Leadership & Communication: Proven ability to manage and develop high-performing tax teams; comfortable presenting strategic tax insights to senior executives and translating complex concepts into actionable guidance.
• Personal Qualities: Proactive, high-energy and decisive with a growth mindset.
• Excellent project management skills; able to multi-task effectively in a fast-paced environment.
• Strong and effective communications skills, both verbal and written (ability to present complex tax concepts in an easy to understand and meaningful way).
• CPA designation combined with a Master of Taxation or completion of the CPA In-Depth Tax Course (Parts I to III).
• At least 8 years of progressive corporate tax experience in a Big 4 public accounting firm or equivalent industry experience.
• Demonstrated experience managing high-volume Canadian tax compliance engagements including partnership (T5013), corporate and trust returns for complex structures.
• Strong technical knowledge of Canadian corporate reorganizations and foreign affiliate rules.
• Proven experience with partnership / fund structures and related compliance obligations for both Canadian and foreign structures.

About Connor Clark & Lunn Financial Group

At CC&L Financial Group we understand the value of opportunity for our clients and our team. Independent and employee-owned, we partner with investment professionals to grow successful asset management businesses giving them the space to innovate and truly make an impact.

With more than 40 years of history and offices across Canada and in the US, the UK and India, CC&L Financial Group and our multi-boutique family of affiliate firms collectively manage over $155 billion in client assets, providing a diverse range of traditional and alternative investment products and solutions to institutional, high-net-worth and retail clients.

CC&L Financial Group is committed to creating a diverse and inclusive environment and is proud to be an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to gender, ethnicity, religion, sexual orientation or expression, disability or age.

To apply for this position please submit your resume and cover letter as one PDF. We thank all applicants in advance for their interest but only those candidates shortlisted for interviews will be contacted. No telephone calls or recruitment agencies will be accepted.

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Required Experience: Director

Key Skills: Marketing & Promotions, Attorney At Law, Jni, Airlines, Art

Employment Type: Full Time

Experience: years

Vacancy: 1