Senior Tax Manager, Investment Funds

Robertson & Company Ltd.; Toronto; On-site; CAD 115,000 - 160,000; Full time

Job summary

Robertson & Company is seeking a Senior Tax Manager specializing in investment funds in Toronto, ON. This onsite role leads tax compliance and advisory across mutual funds, ETFs and partnerships.

The ideal candidate has 5-7 years of progressive investment fund tax experience, strong knowledge of Canadian tax legislation, and a proven ability to collaborate with legal, investment and product teams. Salary ranges CAD 115,000–160,000 with permanent, onsite employment.

Qualifications

• 5-7 years of progressive investment fund tax experience.
• Strong research and interpretation skills of Canadian tax legislation.

Responsibilities

• Lead the tax compliance lifecycle for Canadian investment funds, including mutual funds, ETFs, and limited partnerships.
• Establish and maintain tax risk standards, decision-making processes, and governance frameworks.
• Monitor and interpret Canadian tax legislation impacting investment funds.
• Evaluate tax implications of new fund products, investor types, and investment strategies.
• Manage tax structuring for fund modifications such as terminations and mergers.
• Serve as the senior tax advisor across legal, investment, product, and management teams.
• Oversee delegated tax compliance responsibilities to fund administrators and external advisors.
• Develop operationally efficient, tax-effective fund structures in collaboration with legal and product teams.
• Assess tax risks and provide balanced recommendations aligning regulatory and business objectives.
• Maintain relationships with external tax advisors, ensuring quality and timeliness of services

Skills

Investment fund tax

Tax legislation interpretation

Strategic tax advisory

Relationship management

Cross-functional collaboration

Education

University degree in accounting, taxation, or related business discipline

Job description

Senior Tax Manager, Investment Funds Toronto, ON - Onsite

Employment Type: Permanent

Compensation Range: CAD $115,000 - CAD $160,000

Overview

Our client, a leading North American investment management organization, is seeking a Senior Tax Manager specializing in investment funds. This role offers the opportunity to provide strategic tax oversight for a diverse portfolio of funds, contributing to the growth and operational excellence of their investment solutions in the financial services industry.

What You Will Achieve in This Role

• Lead the tax compliance lifecycle for Canadian investment funds, including mutual funds, ETFs, and limited partnerships
• Establish and maintain tax risk standards, decision-making processes, and governance frameworks
• Monitor and interpret Canadian tax legislation impacting investment funds
• Evaluate tax implications of new fund products, investor types, and investment strategies
• Manage tax structuring for fund modifications such as terminations and mergers
• Serve as the senior tax advisor across legal, investment, product, and management teams
• Oversee delegated tax compliance responsibilities to fund administrators and external advisors
• Develop operationally efficient, tax-effective fund structures in collaboration with legal and product teams
• Assess tax risks and provide balanced recommendations aligning regulatory and business objectives
• Maintain relationships with external tax advisors, ensuring quality and timeliness of services

What You Will Bring to This Role

• 5-7 years of progressive investment fund tax experience, preferably from a major accounting firm or asset manager
• Deep understanding of taxation related to investment funds, trusts, partnerships, ETFs, and mutual fund corporations
• Strong research and interpretation skills of Canadian tax legislation
• University degree in accounting, taxation, or related business discipline
• Proven ability to provide strategic tax advice and communicate complex issues clearly
• Demonstrated experience managing processes, controls, and operational excellence in a complex environment
• Strong relationship-management and influencing skills across various stakeholder groups
• Self-motivated and proactive in improving tax processes and procedures
• Ability to navigate multiple fund structures, asset classes, and evolving tax regulations
• Excellent decision-making skills with a focus on risk assessment and mitigation
• Experience working collaboratively with legal, legal, legal, legal, legal, and other functional teams

Additional Qualifications

• Knowledge of fund structures, investment strategies, and regulatory requirements in Canada

We thank all applicants for their interest; however, only those selected for further consideration will be contacted.

AI Disclosure:

Artificial Intelligence may be used as part of our application review process to assist in reviewing, screening, and assessment of applicants. All applications are also reviewed by our recruitment team.

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 requirement's

Robertson & Company values diversity and is an equal opportunity employer committed to an inclusive and accessible recruitment process. Accommodations are available upon request throughout all stages of the hiring process.