Interim Tax Manager - Investment Funds

Consult; Toronto; Híbrido; CAD 90.000 - 120.000; Jornada completa

Descripción de la vacante

RGP in Toronto seeks an experienced Interim Tax Manager to lead Canadian investment funds taxation, focusing on trust, corporate, partnerships, and offshore vehicles.

You will coordinate with fund administrators, advisors, and auditors; file T3 returns and HST, monitor PFIC factors, and ensure compliance deadlines.

Formación

• University degree in Accounting, Taxation, Finance, or related discipline.
• 3–5 years of investment funds tax experience with a major firm, asset manager, or fund administrator.
• Strong knowledge of Canadian investment fund taxation (mutual funds, trusts, corporations, partnerships, RIEs, securities, derivatives).
• Experience handling tax audits with minimal supervision.
• Excellent communication and teamwork skills.
• Strong organizational skills and ability to meet tight deadlines.
• Proficiency in MS Excel, Word, and MS Office; tax databases knowledge is an asset.
• CICA In-Depth Tax Courses I & II or equivalent tax education is an asset.

Responsabilidades

• Oversee mock and year-end tax distribution review processes for investment funds.
• Collaborate with fund administrators, external tax advisors, auditors, and internal partners.
• Review and file T3 tax returns and related forms.
• Review HST returns, PFIC factors, and other investment fund tax matters.
• Support tax compliance for mutual funds, pooled funds, segregated funds, ETFs, LPs, and mutual fund corporations.
• Act as a contact for foreign tax agents and support tax compliance in foreign jurisdictions.
• Review corporate actions and provide tax guidance.
• Support tax audits, notices, and inquiries from tax authorities.
• Review tax disclosures in prospectuses and offering documents.
• Respond to tax inquiries from internal stakeholders and maintain strong relationships with business and tax teams.
• Maintain tax policies, procedures, controls, and audit trails.
• Monitor tax legislative changes and communicate relevant updates to stakeholders.
• Support vendor management, including engagement letters, fee approvals, and performance.
• Ensure accuracy and timely completion of tax compliance deadlines.

Conocimientos

Tax research

Analytical skills

Communication

Teamwork

Tax compliance

Educación

University degree in Accounting/Taxation/Finance

Herramientas

Microsoft Excel

Microsoft Word

MS Office

Tax databases

Descripción del empleo

Hybrid up to 3 Days Onsite

Full time

Toronto Ontario Canada

Consulting

Tax & Treasury

About This Role

We are seeking an experienced Interim Tax Manager to join an Investment Funds Tax team. This is a hands-on role focused primarily on Canadian investment funds, with opportunities for exposure to offshore alternative funds. Location: Toronto, Canada (hybrid - up to 3 days, on-site). Duration: Approximately 3 months, with a strong possibility of extension.

What You Will Work On

• Oversee mock and year-end tax distribution review processes for investment funds.
• Work closely with fund administrators, external tax advisors, auditors, and internal business partners.
• Review and file T3 tax returns and related tax forms.
• Review HST returns, PFIC factors, and other investment fund tax matters.
• Support tax compliance for mutual funds, pooled funds, segregated funds, ETFs, limited partnerships, and mutual fund corporations.
• Act as a key contact for foreign tax agents and support tax compliance in foreign jurisdictions.
• Review corporate actions and provide guidance on appropriate tax treatment.
• Support tax audits, notices of assessment, and inquiries from tax authorities.
• Review tax-related disclosures in prospectuses, offering documents, and other legal documents.
• Respond to tax inquiries from internal stakeholders and maintain strong relationships with business and tax teams.
• Maintain tax policies, procedures, controls, and audit trails.
• Monitor tax legislative changes and communicate relevant updates to stakeholders.
• Support vendor management, including engagement letters, fee approvals, and performance.
• Ensure accuracy, attention to detail, and timely completion of tax compliance deadlines.

What You Will Bring

• University degree in Accounting, Taxation, Finance, or a related discipline.
• 3-5 years of investment funds tax experience with a major accounting firm, asset manager, or fund administrator.
• Strong knowledge of Canadian investment fund taxation, including mutual fund trusts, corporations, partnerships, regulated investment entities, securities, and derivatives.
• Experience handling tax audits and resolving tax issues with minimal supervision.
• Strong technical research, analytical, and problem-solving skills.
• Excellent communication, teamwork, and relationship-building skills.
• Strong organizational skills and ability to meet tight compliance deadlines.
• Self-motivated with the ability to take initiative and improve tax processes and procedures.
• Proficiency in Microsoft Excel, Word, and MS Office; experience with tax databases and applications is an asset.
• CICA In-Depth Tax Courses I & II or equivalent tax education is an asset.

What You Can Expect

• An inspirational place for you to do your best work, be engaged in meaningful ways, and continually develop the skills, competencies and qualities that set our team apart.
• Compensation commensurate with your qualifications, experience, and other factors including geographic location, market and operational factors.
• Total Rewards include: Medical, Dental, Vision, Life Insurance, Disability Insurance, 401(k) Savings Plan, Employee Stock Purchase Plan, Professional Development Program, Paid Time Off and Paid Sick Time (in geographies where legally required).

What We Do

At RGP, we're creating a future where businesses produce their best work without constraints. We've built a global network of over 2,600 experts across four regions, providing a comprehensive suite of solutions across on-demand talent, next-generation consulting, and outsourced services to support organizations at every stage of their growth journey. Trusted by Fortune 100 companies and emerging disruptors alike, we challenge conventional ways of working, drive growth, and pave the way for long-term success through bold innovation and fearless collaboration.

Our values guide everything we do and strengthen our commitment to people. By combining smart processes, human-centered design, and advanced technology, we celebrate our team's excellence and ensure we grow together. We believe in the power of continuous learning and development to drive both individual and organizational success. It's time to rethink how work gets done. Dare to Work Differently with RGP.

RGP is proud to be an Equal Opportunity Employer and committed to creating an inclusive environment for all employees. We do not discriminate on the basis of race, color, religion, national origin, gender, pregnancy, sexual orientation, gender identity, age, physical or mental disability, genetic information, veteran status, or any other legally protected trait and encourage all applicants to apply.