Senior Tax & Fund Reporting Strategist

Aviso; Toronto; On-site; CAD 93,000 - 113,000; Full time

Benefits offered by this job

Competitive compensation package

Excellent health, dental, and insurance benefits

Generous vacation time

Education assistance program

Job summary

A leading wealth management organization in Toronto is seeking a Senior Specialist, Tax & Fund Reporting. This position involves leading the taxation strategy for mutual funds, implementing tax regulations, and providing support for fund events. Candidates should have a relevant degree, at least 5 years of fund accounting experience, strong analytical skills, and effective communication abilities in English. This role offers a competitive salary range of $93,000 - $113,000 CAD annually, alongside a dynamic and inclusive work culture.

Qualifications

• Minimum of 5 years of experience in tax and fund accounting.
• Ability to prioritize and meet tight deadlines.
• Fluent communication skills in English, bilingual in French is an asset.

Responsibilities

• Lead taxation strategy for mutual funds and implement new tax regulations.
• Provide tax support for fund events such as new fund launches.
• Assist the Fund Reporting team with financial statements and reports.

Skills

Strong knowledge of investment fund taxation

Analytical skills

Problem-solving capability

Communication skills in English

Collaboration

Education

University degree or college diploma in a relevant field

Professional accounting designation (CPA)

Job description

A leading wealth management organization in Toronto is seeking a Senior Specialist, Tax & Fund Reporting. This position involves leading the taxation strategy for mutual funds, implementing tax regulations, and providing support for fund events. Candidates should have a relevant degree, at least 5 years of fund accounting experience, strong analytical skills, and effective communication abilities in English. This role offers a competitive salary range of $93,000 - $113,000 CAD annually, alongside a dynamic and inclusive work culture.