Senior Tax Strategy Lead, Investment Funds

The Toronto-Dominion Bank (Canada); Toronto; Vor Ort; CAD 116.000 - 163.000; Vollzeit

Zusammenfassung

TD Asset Management (TDAM), part of TD Bank Financial Group, is seeking a Senior Tax Manager to establish and maintain tax compliance, governance, and risk standards for a wide range of investment funds in Canada. You will provide technical guidance on fund structures and transactions and oversee external advisors.

You will collaborate with Investments, Product, Legal, and senior management to ensure tax efficiency and regulatory compliance across fund platforms while managing tax-related risks

Qualifikationen

• University degree in accounting, taxation, or related business administration discipline.
• 5-7 years of progressive investment funds related tax experience.
• Deep knowledge of taxation applicable to investment funds, trusts, partnerships, mutual fund corporations, ETFs, and other investment vehicles.
• CPA designation preferred.
• Demonstrated ability to provide strategic tax advice and communicate complex issues to senior stakeholders.

Aufgaben

• 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 delegated to fund administrators, external tax advisors or other service providers.
• Execute the strategy for using external tax advisors and determine internal capabilities.

Kenntnisse

Tax knowledge

Strategic advising

Stakeholder communication

Regulatory awareness

Ausbildung

University degree in accounting/taxation/related business administration

CPA designation preferred

Jobbeschreibung

TD Asset Management (TDAM), part of TD Bank Financial Group, is seeking a Senior Tax Manager to establish and maintain tax compliance, governance, and risk standards for a wide range of investment funds in Canada. You will provide technical guidance on fund structures and transactions and oversee external advisors.

You will collaborate with Investments, Product, Legal, and senior management to ensure tax efficiency and regulatory compliance across fund platforms while managing tax-related risks