Senior Tax Manager, Investment Funds - TD Asset Management

TD Bank; Toronto; On-site; CAD 116,000 - 163,000; Full time

Job summary

TD Asset Management, a TD Bank Financial Group company, is seeking a Senior Tax Manager to lead the full tax compliance lifecycle for its Canadian investment funds. You will set tax risk standards, monitor developments, and advise on complex fund structures and transactions, coordinating with Investments, Product, and Legal teams.

You will oversee external tax advisors, manage budgets, and ensure timely, compliant tax governance across more than 260 funds, including mutual funds, ETFs, and

Qualifications

• University degree in accounting, taxation, or a related business administration discipline.
• 5-7 Years of progressive investment funds related tax experience in a major accounting firm or asset manager.
• Deep knowledge of taxation applicable to investment funds, trusts, partnerships, mutual fund corporations, ETFs, and other investment vehicles.
• Strong experience researching and interpreting complex Canadian tax legislation and applying it to investment products, structu

Responsibilities

• Lead the full tax compliance lifecycle for investment funds in Canada.
• Define tax risk standards, decision-making responsibilities, escalation requirements and documentation expectations.
• Monitor Canadian tax developments affecting investment funds.
• Evaluate tax implications associated with proposed new investment funds, investor types, investment strategies and expected funds flow.
• Lead the tax work for product changes including terminations and mergers.
• Act as the senior tax advisor to Investments, Product, Relationship Managers, Legal, and senior management.
• Oversee compliance responsibilities that have been delegated to fund administrators, external tax advisors or other service providers.
• Execute the strategy for using external tax advisors and determine which capabilities should be maintained internally.
• Approve the scope, budget and statement of work for tax engagements.
• Hold fund administrators and tax service providers accountable for quality, timeliness, controls and issue resolution.
• Work with Product, Legal, Investments, and external advisors to develop tax-efficient structures that can be implemented and maintained operationally.
• Participate in investment, product and governance committees where tax input is required.
• Assess tax risks and provide recommendations that balance regulatory requirements, operational considerations, and business objectives.

Skills

Investment funds tax

Tax compliance

Regulatory compliance

Stakeholder management

Tax risk management

Education

University degree in accounting, taxation, or related business administration

Job description

Work Location: Toronto, Ontario, Canada

Hours: 37.5

Line of Business: TD General

Pay Details: $115,600 - $163,200 CAD

TD is committed to providing fair and equitable compensation opportunities to all colleagues. Growth opportunities and skill development are defining features of the colleague experience at TD. Our compensation policies and practices have been designed to allow colleagues to progress through the salary range over time as they progress in their role. The base pay actually offered may vary based upon the candidate's skills and experience, job-related knowledge, geographic location, and other specific business and organizational needs.

As a candidate, you are encouraged to ask compensation related questions and have an open dialogue with your recruiter who can provide you more specific details for this role.

Job Description:

TD Asset Management (TDAM), a member of TD Bank Financial Group, is a leading North American investment manager offering progressive investment solutions to both institutional and individual investors. For over two decades, the organization has established competitive market positions in active, quantitative, and passive portfolio management. As of June 30, 2026, TDAM and its affiliates managed over $548 billion in assets on behalf of pension, insurance, endowment/foundation, and corporate clients, as well as high-net worth clients and retail mutual funds.

TDAM's Investment Funds Tax team is responsible for all tax matters including tax compliance, research, product structuring, advocacy and issue resolution.

In this role, you'll work at the intersection of investment management, taxation, regulatory compliance, product strategy, and fund operations. As a Senior Tax Manager, you will establish and maintain the tax compliance approach, risk & governance framework and standards. You will also provide technical guidance on fund structures and transactions, manage material tax risks, and oversee external tax advisors third party fund administrator.

What Makes This Opportunity Unique?

• Scale & Impact: Provide senior-level tax oversight and governance across more than 260 investment funds (including mutual funds, pooled funds, segregated funds, limited partnerships, exchange traded funds and a mutual fund corporation)
• Breadth & Complexity: Work across multiple fund structures, asset classes, investment strategies, and evolving tax requirements.
• Senior Visibility: Partner with stakeholders across TD Wealth, Corporate Tax, Operations, Legal, auditors, external advisors, and other key functions.
• Strategic Influence: Advise on complex tax considerations affecting investment products, transactions, and fund structures.

What You'll Do

• Lead the full tax compliance lifecycle for investment funds in Canada
• Define tax risk standards, decision‑making responsibilities, escalation requirements and documentation expectations
• Monitor Canadian tax developments affecting investment funds
• Evaluate tax implications associated with proposed new investment funds, investor types, investment strategies and expected funds flow
• Lead the tax work for product changes including terminations and mergers.
• Act as the senior tax advisor to Investments, Product, Relationship Managers, Legal, and senior management
• Oversee compliance responsibilities that have been delegated to fund administrators, external tax advisors or other service providers
• Execute the strategy for using external tax advisors and determine which capabilities should be maintained internally
• Approve the scope, budget and statement of work for tax engagements
• Hold fund administrators and tax service providers accountable for quality, timeliness, controls and issue resolution
• Work with Product, Legal, Investments, and external advisors to develop tax‑efficient structures that can be implemented and maintained operationally
• Participate in investment, product and governance committees where tax input is required
• Assess tax risks and provide recommendations that balance regulatory requirements, operational considerations, and business objectives

Who You Are

You are an experienced tax professional with an understanding of investment fund tax combining technical expertise with strong business judgment. You are comfortable navigating complex tax matters, challenging issues constructively, and influencing decisions across multiple stakeholder groups. You can translate complex tax considerations into clear recommendations for both tax and non-tax audiences.

• University degree in accounting, taxation, or a related business administration discipline
• 5-7 Years of progressive investment funds related tax experience in a major accounting firm or asset manager
• Deep knowledge of taxation applicable to investment funds, trusts, partnerships, mutual fund corporations, ETFs, and other investment vehicles
• Strong experience researching and interpreting complex Canadian tax legislation and applying it to investment products, structu