Interim Tax Manager - Investment Funds

RGP; Toronto; Hybrid; CAD 90.000 - 130.000; Vollzeit

Zusammenfassung

RGP is seeking an experienced Interim Tax Manager to join our Investment Funds Tax team in Toronto. This hands-on role focuses on Canadian funds with exposure to offshore funds.

You will oversee tax distribution reviews, file T3 returns, support audits, and collaborate with fund administrators, advisors, and internal partners to ensure timely, compliant tax reporting.

The position is hybrid (up to 3 days on-site) for an initial duration of about 3 months with strong extension potential.

Qualifikationen

• University degree in Accounting, Taxation, Finance or related field.
• 3–5 years of investment funds tax experience with a major firm or manager.
• Strong knowledge of Canadian investment fund taxation across trusts, corporations and partnerships.
• Experience handling tax audits and resolving issues with minimal supervision.
• Excellent communication and relationship-building skills.

Aufgaben

• Oversee mock and year-end tax distribution review processes for investment funds.
• Review T3 tax returns and related tax forms.
• Support tax compliance for mutual funds, funds, ETFs and partnerships.
• Coordinate with fund administrators, external advisors, auditors and internal partners.
• Monitor tax legislative changes and provide guidance to stakeholders.
• Maintain tax policies, controls and audit trails.

Kenntnisse

Investment funds tax

Tax compliance

Audit support

Technical research

Communication

Teamwork

Organizational skills

Initiative

Excel

MS Office

Ausbildung

University degree in Accounting

CICA In-Depth Tax I & II

Tools

MS Office

Tax databases

Excel

Jobbeschreibung

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.