Senior Fund Operations & Tax Distribution Leader

CIBC Mellon; Toronto; On-site; CAD 98,000 - 148,000; Full time

Job summary

CIBC Mellon in Toronto is seeking a Manager of Fund Operation and Tax Distribution to lead the tax distribution module and support all facets of fund accounting operations. You will manage procedures, guide internal teams, and coordinate with external advisors to ensure accurate tax distributions and regulatory compliance.

The role requires strong leadership, tax knowledge, and the ability to drive process improvements while maintaining partnerships with stakeholders across the organization.

Qualifications

• University degree in accounting and a professional designation preferred.
• Minimum 5 years of experience, including expertise in processing Canadian Tax.
• CSC or other industry courses.
• Proactive, thorough, analytical and detail oriented.
• Communication; demonstrated general management/ leadership ability.
• Proven track record in building and maintaining effective partnerships with external/internal stakeholders.

Responsibilities

• Support the Fund Accounting team in managing the operational requirements of the tax distribution operating module, ensuring the accurate processing and compliance with both fund tax regulations and operational requirements.
• Oversee the distribution operating module, including developing test cases, reviewing the work completed by tax consultants and conducting testing of these cases. They will collaborate closely with internal partners, liaise with clients and coordinate with external tax advisors and auditors to ensure alignment and accuracy.
• Collaborate with the Tax team to integrate tax developments, address client requests, and enhance operational efficiency within the fund accounting module.
• Coordinate and oversee all activities related to the tax distribution module, ensuring that deadlines are consistently met and operations run smoothly.
• Engage with Tax consultant clients to ensure timely delivery of tax updates for the distribution module and support the development of new modules tailored to different legal structures.
• Collaborate with the Fund Accounting team to ensure seamless and efficient data flow from the accounting platforms into the tax distribution module.
• Support coordinating and overseeing training sessions for the Fund Accounting team on the tax distribution module.
• Maintain in-depth knowledge of current legislation, changes in the mutual fund industry and maintain an in-depth knowledge of current tax issues and changes in order to keep the team up to date.
• Lead, coach and develop a team of tax specialists, including setting performance objectives, conducting performance reviews and coordinating training requirements and development opportunities
• Apply regulatory tax changes and assess the impact to different distribution modules.

Skills

Proactive

Analytical

Detail oriented

Leadership ability

Stakeholder management

Education

University degree in accounting

Professional designation preferred

Job description

CIBC Mellon in Toronto is seeking a Manager of Fund Operation and Tax Distribution to lead the tax distribution module and support all facets of fund accounting operations. You will manage procedures, guide internal teams, and coordinate with external advisors to ensure accurate tax distributions and regulatory compliance.

The role requires strong leadership, tax knowledge, and the ability to drive process improvements while maintaining partnerships with stakeholders across the organization.