Tax Co-op - Winter 2027

SGGG Fund Services Inc.; Toronto; On-site; CAD 17,000 - 26,000; Full time

Benefits offered by this job

Open-door culture

Remote work flexibility

Job summary

SGGG Fund Services Inc. in Toronto is seeking a Tax Co-op who will prepare tax calculations and returns, assist with client onboarding, and contribute to ongoing development of tax modules in Diamond.

You will work under the Tax AVP and gain foundational fund accounting exposure. You will participate in the Tax Onboarding process for new funds, support registrations for T3 and T5013, and collaborate with Fund Valuation teams to ensure accurate fund data.

Qualifications

• Currently enrolled in an eligible post-secondary co-op program and available to complete an 8-month consecutive work term
• Pursuing post-secondary studies in Accounting, Finance, or a related field
• Strong Microsoft Excel and Microsoft Office skills
• Clear and fluent communication skills are essential
• Able to prioritize and manage work with minimal supervision
• Thrives in a fast-paced environment with deadlines

Responsibilities

• Develop professional relationships with clients, auditors and staff
• Participate in centralized Fund Accounting training as the basis for Tax work
• Assist with tax onboarding for new funds (T3, T5013, GST/HST) and conversions
• Liaise with Fund Valuation to obtain information for existing funds
• Assist in preparation of T3, T5013 Returns and GST/HST calculations
• Ensure accuracy and consistency of procedures and backups
• Support continuous development of tax modules in Diamond

Skills

Organized and detail-oriented

Clear and fluent communication

Work with minimal supervision

Team player

Attention to detail

Education

Accounting, Finance or related field

Tools

Microsoft Excel

Job description

About Us

SGGG Fund Services is Canada’s largest independent administrator of alternative funds with over $120 billion (CAD) under administration. Using Diamond, SGGG-FSI’s over 400 employees provide full-service fund administration to clients from our headquarters in Toronto and affiliate offices in Cayman, the United States, and India. Our vision is to be the first choice for fund administration.

We have repeatedly earned Top Hedge Fund Administrator at the Canadian Hedge Fund Awards, and have been named to several national Great Place to Work lists.

Office Location & Hybrid Model

• Our office is in downtown Toronto, a 5-minute walk from Union Station.
• We embrace a flexible hybrid work model, with teams in 4 times per month.

About The Role

We are seeking an organized and detail-oriented Tax Co-op to join our team. Reporting to AVP, Tax, the Tax Co-op is primarily responsible for preparing tax calculations and returns, assisting with tax onboarding of new clients and participating in continuous development of tax modules in Diamond. Fund Accounting is the foundation of all the work we do in Fund Valuation. For Tax, you will require foundational knowledge of Fund Accounting, which will be provided before Tax training begins.

As a member of SGGG-FSI’s Tax team, you will continually develop a working knowledge of tax matters for different fund structures.

What You’ll Do

• Develop a professional and productive relationship with existing and potential clients, auditors and SGGG-FSI staff
• Participate, learn and demonstrate competency in all assigned company training. Including our centralized Fund Accounting course, which form the basis for your work on the Tax Team.
• Keep management informed of any issues that could have an impact on current processes
• Work to continually improve the processes associated with your assigned functions
• Participate in the Tax Onboarding process (T3, T5013 and GST/HST returns) for new funds as well as conversions
• Assist clients on registrations for T3, T5013 and GST/HST forms
• When required liaise with the Fund Valuation team to obtain the necessary information for existing clients in case of organic growth of funds
• Ensure the database of new funds is accurately maintained
• Assist the Fund Valuation Teams with preparation of mock and year-end distribution calculations
• Assist with preparation of T3, T5013 Returns and T1134 forms
• Liaise with the Team preparing tax slips to ensure consistent timeline
• Assist with preparation of GST/HST calculations and returns
• Ensure all procedures are, without exception, followed accurately and consistently, and proper back- ups are included
• Assist in continuous development of T3, T5013 and GST/HST module
• Keep informed of any new legal, regulatory, or industry changes that may impact day-to-day work
• Any other adhoc projects, reports or tasks as assigned

What You’ll Bring

Must-Haves

• Currently enrolled in an eligible post-secondary co-op program and available to complete an 8-month consecutive work term
• Pursuing post-secondary studies in Accounting, Finance, or a related field
• CSC or IFIC Mutual Funds Operations course (an asset, but not required)
• Professional designation (an asset, but not required)
• Intermediate to advanced Microsoft Office skills – particularly Excel
• Clear and fluent communication skills (written, verbal) are essential to this role
• Work with minimal supervision to prioritize and manage work
• Effective member of a team
• Thrives in a fast pace working environment with competing deadlines
• Superior communication and interpersonal skills
• Excellent Client service skills
• Strong attention to detail

You Should Embody

• Integrity: Demonstrates sound judgment, transparency, and ethical decision-making in all interactions
• Leadership: Takes initiative and drives outcomes with accountability and ownership
• Focus: Prioritize effectively, manage time well, and consistently deliver on key objectives
• Passion: Bring energy and commitment to their work, with a strong drive for excellence and continuous improvement
• Teamwork: Collaborate openly and contributes to a respectful and high-performing team environment

What We Offer

• An award-winning open-door culture with a collaborative & inclusive team
• Flexible work arrangements, with heavily weighted remote work

Work term

• 8-month consecutive co-op term: January 2027 to August 2027

Application Information

• Number of positions: 1
• Enrolled in a co-operative education program and eligible for an 8-month consecutive work term
• This is an active hiring posting for a current co-op opportunity
• We use AI-enabled tools to sort applications based on job-related criteria. A human decides who moves forward. Some AI proctored tests may also be scored with AI; Trained staff review the scores before any decision is made.

IDEA & Accommodations (AODA)

SGGG-FSI supports a workplace that respects inclusion, diversity, equity and accessibility (IDEA). We appreciate the unique perspectives and experiences each of our employees bring to the job, and our success is underpinned by their contributions to our culture and our values.

SGGG-FSI welcomes and encourages applications from people with disabilities. Accommodation is available on request for candidates taking part in all aspects of the selection process.

Recruitment Process

• Online Assessment: Shortlisted candidates may need to complete a role-based assessment
• HR Screening: Virtual interview with the HR team
• Manager Interview: Role-specific interview (in-person or virtual)
• Decision: Updates shared at each stage