Senior Manager - Fund Tax Advisory & Reporting

Scotiabank; Toronto; On-site; CAD 90,000 - 130,000; Full time

Job summary

A leading financial institution in Toronto is seeking a Senior Manager for Fund Tax Advisory & Reporting who will lead tax administration for Canadian investment funds. The ideal candidate must have advanced knowledge of tax issues, CPA In-Depth Tax Program completion, and significant experience in investment fund reporting. This role emphasizes client relationships and cross-functional team guidance. A competitive rewards program, professional development opportunities, and a commitment to diversity and inclusion await the successful candidate.

Benefits

Competitive rewards program

Flexible vacation

Comprehensive benefits

Qualifications

• Advanced knowledge of tax issues affecting investment funds.
• Experience with investment fund tax reporting (trusts, corporations, limited partnerships).
• Ability to manage multiple tasks effectively.

Responsibilities

• Lead tax administration and reporting for Canadian investment funds.
• Provide guidance on tax implications to cross‑functional teams.
• Manage tax compliance for investment funds including annual tax returns.

Skills

Tax advisory experience

Strong client-service orientation

Excellent communication skills

Project management skills

Education

Completion of CPA In‑Depth Tax Program

Job description

Senior Manager – Fund Tax Advisory & Reporting

Requisition ID: 243894

Join a purpose-driven, winning team committed to results, in an inclusive and high‑performing culture.

The Role

As the Senior Manager, Fund Tax Advisory & Reporting, you will lead and oversee tax administration and reporting for Canadian investment funds, ensuring compliance with all applicable tax regulations. You will act as a strategic advisor and subject matter expert on taxation matters related to investment products, supporting product development, sales, client administration, financial reporting, and fund accounting.

This role requires strong technical expertise, leadership skills, and the ability to manage complex tax processes while mitigating risk and driving operational excellence.

Is this role right for you?

• Leads and drives a customer‑focused culture throughout your team to deepen client relationships and leverage broader bank relationships, systems, and knowledge.
• Tax subject‑matter expert providing guidance to cross‑functional teams on new product initiatives and current product change initiatives, including analysis of tax implications to the investment fund products and the investors.
• Engage with external advisors on complex advisory items, as appropriate.
• Oversee distributions for investment funds, including oversight of service providers and year‑end processes.
• Manage tax compliance for investment funds, including annual tax returns and timely, accurate preparation of tax regulatory filings.
• Develop and review policies and procedures to ensure they are efficient and effective, with required procedures and controls in place.
• Make decisions on tax‑related matters affecting the investment funds while assessing and managing risk exposure to the organization and clients.
• Monitor changes to legislation, communicate changes, and support initiatives that arise from those changes.
• Liaise with tax authorities, internal partners, and service providers on assessments, audits, and enquiries related to investment funds.
• Coordinate and review work performed by foreign tax agents with respect to foreign tax calculations and reporting required for the investment funds.
• Understand how the bank’s risk appetite and risk culture should be considered in day‑to‑day activities and decisions.
• Create an environment where your team pursues effective operations in accordance with Scotiabank’s values, Code of Conduct, and Global Sales Principles, ensuring adequacy of day‑to‑day business controls (operational, compliance, AML/ATF/sanctions, conduct risk).
• Build a high‑performance environment and implement a people strategy that attracts, retains, develops, and motivates your team, fostering an inclusive workplace and using a coaching mindset and behaviours.

Do you have the skills that will enable you to succeed in this role?

• Completion of CPA In‑Depth Tax Program
• Advanced knowledge of tax issues affecting investment funds
• Experience with investment fund tax reporting (trusts, corporations, limited partnerships)
• Strong tax regulatory research and analysis skills; tax advisory experience an asset
• Ability to work effectively while managing multiple tasks
• Excellent communication, relationship, influencing and interpersonal skills; strong verbal and written communication and listening skills
• Strong client‑service orientation; ability to listen to client needs, present clear solutions, and build partnerships internally and externally
• Innovative thinking, focusing on improving control effectiveness and efficiency
• Project management and problem‑solving skills
• Self‑motivated, committed to results, and able to handle a significant volume of complex deliverables on a rigid schedule of statutory deadlines
• Strong work ethic; capable of working under pressure and meeting deadlines; may require evening and weekend hours

What’s in it for you?

• A rewarding career path with diverse opportunities for professional development
• An organization committed to making a difference in our communities – for you and our customers
• A competitive rewards program including bonus, flexible vacation, personal and sick days, and comprehensive benefits that start on your first day
• Diversity, Equity, Inclusion & Allyship – we strive to create an inclusive culture where every employee is empowered to reach their fullest potential, respected for who they are, and embraced through bias‑free practices and inclusive values across Scotiabank
• Accessibility and Workplace Accommodations – we value the unique skills and experiences every individual brings to the Bank and are committed to creating and maintaining an inclusive and accessible environment for everyone

Location(s): Canada – Ontario – Toronto

Scotiabank is a leading bank in the Americas. Guided by our purpose: "for every future," we help our customers, their families and our communities achieve success through a broad range of advice, products and services, including personal and commercial banking, wealth management and private banking, corporate and investment banking, and capital markets.

At Scotiabank, we value the unique skills and experiences each individual brings to the Bank, and are committed to creating and maintaining an inclusive and accessible environment for everyone. If you require accommodation (including, but not limited to, an accessible interview site, alternate format documents, ASL Interpreter, or Assistive Technology) during the recruitment and selection process, please let our Recruitment team know. If you require technical assistance, please click here. Candidates must apply directly online to be considered for this role. We thank all applicants for their interest in a career at Scotiabank; however, only those candidates who are selected for an interview will be contacted.