Senior Tax Analyst

Robertson & Company Ltd.; Toronto; On-site; CAD 90,000 - 130,000; Full time

Job summary

Robertson & Company Ltd. in Toronto is seeking an experienced Senior Tax Analyst to join a collaborative tax team supporting a diverse portfolio of investment funds and clients across Canada.

You will own tax-related matters, conduct research, and make recommendations on complex issues while coordinating with Fund Accounting, clients, external advisors, and auditors.

Qualifications

• University degree in business, accounting, finance or related discipline.
• Professional accounting designation or actively pursuing one.
• Strong knowledge of Canadian taxation, especially for investment funds.
• Fund accounting experience in the investment fund industry is required.
• Experience with Trust and Corporation income tax returns and HST returns is an asset.
• Strong analytical and research skills with the ability to independently assess tax issues and develop recommendations.
• Excellent written and verbal communication skills.
• Strong time management and ability to manage multiple priorities.
• Proficiency with MS Office and TaxPrep.
• Ability to mentor junior team members.

Responsibilities

• Review distribution calculations and allocation factors prepared by Fund Accounting for various client funds, including complex structures.
• Collaborate with Fund Accounting and liaise with clients, external tax advisors, and auditors during the distribution calculation review process.
• Attend external audit meetings and respond to tax-related queries.
• Initiate and review distribution-related processes, including Suspended Capital Loss and Stop Loss.
• Prepare and file Trust and Corporation income tax returns and related tax information forms for assigned clients.
• Prepare HST returns for assigned investment funds accurately and within deadlines.
• Research and analyze tax implications of corporate actions affecting investment funds and recommend tax treatment.
• Review the work of Tax Analysts and provide training and guidance as required.
• Implement process improvements to enhance efficiency and strengthen controls in the distribution process.
• Review Income Trust Allocations and Notional Distributions and maintain tax-related data fields.

Skills

Canadian taxation

Fund accounting

Tax research

Communication

Attention to detail

Analytical skills

Education

University degree in Business/Accounting/Finance

Professional accounting designation

Tools

MS Office

TaxPrep

Job description

Our client is a leading financial services organization providing fund administration, accounting, and tax services to a diverse portfolio of investment funds and institutional clients across Canada.

About the Opportunity

This is an excellent opportunity for an experienced Senior Tax Analyst to join a collaborative financial reporting and tax team supporting a diverse portfolio of investment funds. The successful candidate will work closely with Fund Accounting, clients, external tax advisors, and auditors, taking ownership of tax-related matters while providing research, analysis, and recommendations on complex issues.

This role is well suited to someone with strong Canadian tax knowledge, ideally within the investment fund industry, who is comfortable working independently, managing multiple deadlines, and identifying opportunities to improve processes and controls.

What You’ll Be Responsible For

• Review distribution calculations and allocation factors prepared by Fund Accounting for various client funds, including complex fund structures.
• Collaborate closely with Fund Accounting and liaise with assigned clients, external tax advisors, and auditors throughout the distribution calculation review process
• Attend external audit meetings and respond to tax-related queries
• Initiate and review distribution-related processes, including Suspended Capital Loss and Stop Loss
• Prepare and file Trust and Corporation income tax returns and related tax information forms for assigned clients
• Prepare HST returns for assigned investment funds accurately and within required deadlines
• Research and analyze the accounting and tax implications of corporate actions, including complex corporate actions affecting investment funds, and recommend appropriate tax treatment
• Review the work of Tax Analysts and provide training, coaching, and guidance as required
• Implement process improvements and procedural enhancements to improve efficiency and strengthen controls within the distribution process
• Review Income Trust Allocations and Notional Distributions and maintain tax-related Security Master data fields for assigned fund

What You Bring

• University degree in Business, Accounting, Finance, or a related discipline
• Professional accounting designation or actively working toward a professional accounting designation
• Strong working knowledge of Canadian taxation, particularly as it applies to investment funds
• Previous Fund Accounting experience within the investment fund industry is required
• Experience with Trust and Corporation income tax returns and HST returns is an asset
• Strong analytical and research skills with the ability to independently assess tax issues and develop appropriate recommendations
• Excellent written and verbal communication skills
• Strong time management skills with the ability to manage multiple priorities and meet tight deadlines
• Strong PC skills, including MS Office and TaxPrep
• Ability to work independently with minimal supervision while collaborating effectively with internal and external stakeholders
• Strong attention to detail and a high degree of commitment to quality and accuracy
• Ability to review, coach, and provide guidance to more junior team members

Why Consider This Opportunity?

• Join an established financial services organization supporting a diverse portfolio of investment funds
• Gain exposure to complex Canadian tax matters and investment fund structures
• Work collaboratively with Fund Accounting, clients, external advisors, and auditors
• Opportunity to take ownership of tax research and make recommendations on complex issues
• Contribute to process improvement, automation, and control enhancement initiatives
• Opportunity to provide mentorship and guidance to junior members of the tax team
• Develop broader exposure across fund taxation, financial reporting, corporate actions, and regulatory matters
• Collaborative environment with opportunities for continued professional growth

Only those who are qualified will be contacted.

Additional Information

Background screening is required as part of the onboarding process. The type of screening required (criminal, credit, or other verifications) will vary based on the position and client requirements.

We use AI technology as part of our application review process to assist in screening and assessment. All applications are also reviewed by our recruitment team.

If you are a motivated professional looking to contribute to a leading team, please submit your resume outlining your qualifications and experience relevant to this role. Robertson values diversity and is committed to creating an inclusive workplace.

Robertson is an equal opportunity employer committed to diversity and inclusion. We are a certified diverse supplier and actively seek to foster a representative and inclusive workforce.