Senior Manager, Tax (Contract)

Northleaf Capital Partners; Toronto; Híbrido; CAD 120 000 - 180 000; Tempo integral

Resumo da oferta

Northleaf Capital Partners, a global private markets investment firm, is seeking a Senior Manager, Tax to support tax structuring, asset management, and reporting for funds and managed accounts. The role collaborates with investment, operations, and investor relations to ensure compliant tax reporting across jurisdictions.

The successful candidate will guide tax entries in financial statements, stay current on tax developments, and provide client-focused service.

Qualificações

• 6+ years experience in Canadian tax, including tax compliance and tax advisory.
• Prior experience in private equity or asset management preferred but not required.
• Detail-oriented with strong analytical skills.
• Proficiency with Microsoft Office applications (Excel, Word, PowerPoint). Strong Excel skills including pivot tables and advanced functions such as VLOOKUP.
• Extremely organized and process-oriented, with an ability to handle a variety of tasks, work under pressure, and meet multiple deadlines.

Responsabilidades

• Investment Reporting (75%): SME on tax; coordinate with Operations teams, TPAs and external advisors.
• Prepare Canadian, US, and international tax and information reporting (partnerships, T1134/T1135) to revenue authorities and investors.
• Organize tax information flow from underlying investments to external advisors.
• Provide real-time tax guidance for transactions and entries in financial statements.
• Investment Monitoring (15%): Collaborate with operations and asset management to optimize tax-efficient returns and manage withholding taxes.
• Execute restructuring and other value-added transactions across investment strategies.
• Ad hoc projects (10%): Corporate tax support, tax audits and other requests.

Conhecimentos

Tax strategy

Attention to detail

Analytical skills

Team collaboration

Formação académica

CPA designation

Masters of Taxation

Ferramentas

Microsoft Excel

PowerPoint

Word

Descrição da oferta de emprego

Northleaf is a global private markets investment firm focused on mid-market companies and assets. With US$32 billion in capital commitments raised to date, Northleaf has an established, long-term track record as an investor in private equity, private credit and infrastructure globally.

Northleaf's 300+ person team, located in Toronto, Chicago, London, Los Angeles, Melbourne, Menlo Park, Montreal, New York, Seoul and Tokyo, is focused exclusively on sourcing, evaluating and managing private markets investments. Northleaf manages closed and open-end funds across a range of global private markets strategies and a series of separately managed accounts with customized investment strategies tailored to meet the specific needs of leading institutional investors and family offices. As part of its ambitious growth strategy, Northleaf is also developing specific private markets products and investment solutions for insurance and wealth management clients.

Position: Senior Manager, Tax (12-18 month contract)

Northleaf is currently recruiting for a Senior Manager, Tax. Reporting to the Managing Director, Tax, the Senior Manager, Tax will support the tax related transaction structuring, asset management, and investment reporting functions for Northleaf's global private equity, infrastructure, and private credit funds and custom managed accounts administered by Northleaf.

The successful candidate will work closely with the investment, operations, and investor relations teams to manage the acquisition and ongoing monitoring of investments and assets acquired by Northleaf and the reporting and compliance (Canadian, U.S., and International) of these investments to Northleaf's investors. The successful candidate will have a strong client service focus and be dedicated to ensuring best in class tax support for Northleaf's investors and investments including keeping up to date with tax developments and changes in in key Northleaf investment jurisdictions.

Key Responsibilities

Investment Reporting (75%)

• Serve as a dedicated subject matter expert (SME) on tax and work closely with Northleaf's Operations teams and TPAs and be the gate keeper for tax related questions and requests
• Work closely with Northleaf's external tax advisors to prepare Canadian, US, and international tax and information reporting (primarily partnership reporting and foreign information reporting such as T1134/T1135 forms) to revenue authorities and Northleaf investors, and reviewing those tax returns
• Organize and manage flow of tax related information from Northleaf's underlying investments and Northleaf's Operations team to external tax advisors for compliance and advisory purposes
• Provides real time advice and consultation to Northleaf's Operations and TPAs on the desired/required tax result or impact to transactions
• Provides advice and guidance on tax related entries in the financial statements

Investment Monitoring (15%)

• Collaboration with Northleaf's operations and asset management teams in each investment strategy to ensure that returns and distributions are optimized and efficient for tax purposes including minimization of withholding taxes
• Execute restructuring and other value added transactions across Northleaf's investment strategies (private equity, infrastructure, and private credit)

Ad hoc projects (10%)

• As required (e.g., corporate tax support, tax audits and other requests)

Qualifications

• Chartered Professional Accountant and/or graduate of Masters of Taxation program
• 6+ years experience in Canadian tax, including tax compliance and tax advisory
• Prior experience in private equity or asset management preferred but not required
• Detail-oriented with strong analytical skills
• Proficiency with Microsoft Office applications (Excel, Word, PowerPoint). Strong Excel skills including experience with pivot tables and advanced functions such as vlookup preferred
• Extremely organized and process-oriented, with an ability to handle a variety of tasks, work under pressure, and meet multiple deadlines
• Strong teamwork, interpersonal, and relationship skills
• Effective written and verbal communication skills, with the ability to prepare information in a comprehensive and informative manner

Location

Toronto, Canada

What Sets Us Apart

At Northleaf Capital Partners, you'll be joining a leading global private markets investment firm with a differentiated platform across mid-market private equity, private credit, and infrastructure. Our integrated approach and long-term perspective have made us a partner of choice to a global base of institutional investors - and that begins with our exceptional team of professionals.

At our core, our culture is built on the foundation of trust, openness, respect, integrity, and professionalism. These values guide every interaction with our investors, our partners, and one another. We are focused on building long-term relationships and creating a collaborative, professional environment where everyone feels supported and valued.

We foster a collegial and non-hierarchical workplace where ideas are valued, decision-making is grounded in data, and individuals are empowered to contribute meaningfully. Our success depends on an engaged and inclusive workforce, and we invest in fostering that culture. We celebrate the diverse backgrounds, perspectives, and experiences of our team members and are committed to ensuring a workplace built on inclusion and shared success.

We celebrate achievements, encourage teamwork, and work hard to cultivate a sense of community to achieve strong results.

• an employer-funded benefits plan
• an attractive retirement offering, which includes a group retirement plan
• the ability to invest in Northleaf funds on a no fee/no carry basis
• fitness and wellness reimbursement
• charitable donation matching
• tuition assistance
• We also support flexible working arrangements, with our current hybrid work model offering up to two remote days per week and the option to work fully remotely for up to two weeks per year.

Flexible work practices are reviewed periodically and may be adjusted to reflect business and operational needs.

Northleaf Capital Partners is committed to providing an inclusive and accessible candidate experience. Should you require accommodations during the selection process, please do not hesitate to let us know and suitable arrangements will be made.