Tax Manager

Mawer Investment Management; Calgary; Hybrid; CAD 70,000 - 110,000; Full time

Job summary

An established industry player is seeking a Tax Manager to oversee tax compliance and planning. This role involves managing corporate tax policies, ensuring compliance with Canadian and US tax regulations, and optimizing the global tax structure. The ideal candidate will work closely with internal stakeholders and external advisors, contributing to the firm's strategic direction. Join a dynamic team that values innovative ideas and diverse perspectives, and be part of a culture that promotes growth and collaboration. This is an exciting opportunity to make a meaningful impact in a supportive environment that prioritizes financial efficiency and risk management.

Benefits

Comprehensive health and wellness benefits

Employee Matching Program for community investment

Flexible work environment

Dynamic and supportive team culture

Qualifications

• 5+ years of relevant experience in tax management.
• Professional accounting designation and/or law degree required.

Responsibilities

• Manage domestic and international tax compliance and filing obligations.
• Conduct tax research and stay informed on changes in tax laws.

Skills

Tax Compliance

Tax Planning

Analytical Skills

Interpersonal Skills

Attention to Detail

Education

Professional Accounting Designation (CPA)

Law Degree

CPA In-Depth Tax Program

Master of Taxation Program

Tools

Office 365

Taxprep

Job description

Job Category: Finance, People and Premise

Requisition Number: TAXMA001239

Posted: January 22, 2025

Employment Type: Full-Time, Contract (12 months)

Location: Calgary, AB or Toronto, ON

Locations

Calgary Office
600, 517 10th Avenue SW
Calgary, AB T2R0A8, CAN

Be Boring. Make Money. is our investment approach, but we are anything but dull. We are a diverse, passionate team united by our commitment to provide our clients with financial peace of mind and our desire to create one of the best companies in the world. A career with us will be demanding; however, the experience will also be dynamic, supportive, intellectually stimulating, and above all—meaningful. We take pride in doing things a little differently than other investment firms. Innovative ideas, diverse opinions and experiences, and teamwork are expected and rewarded regardless of title or tenure.

The Opportunity

The Tax Manager role will work with the Head of Tax to manage the firm’s tax function and objectives. The Tax Manager will assist in managing corporate tax policies, tax planning, and compliance for the firm. The ideal candidate will work with the Head of Tax to identify potential opportunities and areas of risk by monitoring changes in tax regulations, implementing appropriate processes and procedures, and analyzing the business’ operations. We are looking for a team player that will help manage key relationships with both our internal stakeholders and external advisors.

The Tax Manager will play an integral role in contributing to and delivering on the firms’ strategic direction in a manner that strikes the right combination of financial efficiency and risk management.

Role Responsibilities

• Manage the domestic and international tax compliance and filing obligations including:
• Canadian Corporate and Partnership taxes
• Indirect taxes including sales and payroll
• US Federal and State taxes
• Prepare the monthly and annual tax provision and installments
• Liaise with internal and external stakeholders including the firm’s ownership group and executive team and manage the relationship with external tax advisors
• Participate in the design and maintenance of the firm’s global transfer pricing regime.
• Conduct tax research and stay informed on changes in tax laws, regulations, and rulings that may impact the firm's tax positions and compliance requirements
• Develop and implement processes and projects to support the tax function
• Prepare documentation, memos, and support materials to substantiate the firm’s tax positions and amounts filed, ensuring compliance with tax laws and regulations.
• Research, plan, and implement strategies to optimize the global tax structure of the organization
• Analysis and provide recommendations of global work assessments
• Assist with the preparation of Private Equity tax compliance and research and analysis of PE structuring
• Provide analysis and support to other areas of the firm including the Canadian Mutual Funds

Desired Qualifications

• 5+ years of relevant experience
• Professional accounting designation (CPA; CPA, CA) and/or Law degree
• Completion of CPA In-Depth Tax Program and/or Canadian/US Master of Taxation Program
• Thorough understanding of Canadian Corporate and Partnership Tax, US taxes and the US-Canada Tax Treaty
• Understanding of Canadian Mutual Funds and Private Equity (desirable)
• Continual growth mindset with a focus on long-term tax planning
• Proficiency in Office 365 and tax software such as Taxprep
• Analytical mindset with a strategic ability
• Ability to focus independently and contribute effectively as part of a team
• High level of attention to detail and accuracy
• Excellent interpersonal, verbal, and written communication skills

Why Mawer?

• Directly contribute to the firm’s growth as a global, independent investment manager.
• Learn and work within a high-performing team that has consistently delivered exceptional long-term investment results and high levels of client satisfaction.
• Be a part of a meritocracy in which the quality of ideas supersedes hierarchy; where every role is valued, and every voice heard. At Mawer, talented team members can progress quickly, regardless of tenure or experience.
• Our unique culture, which is integral to who we are and (we think) a competitive advantage. Our culture is shaped by our core values (integrity, putting clients’ interests first, excellence, teamwork, and long-term thinking) and key behaviours (curiosity, candour, accountability, and appreciation), which are much more than words on a page. They guide the way we operate, make decisions, and communicate every day.
• We offer a flexible work environment with a blended workplace approach tailored to the unique needs of each department and team. This allows employees to seamlessly combine in-person and remote work experiences, fostering collaboration, promoting work-life integration, and empowering our team members to thrive in a dynamic, interconnected professional setting.

Our Benefits and Perks Include:

• Comprehensive health and wellness benefits
• Significant community investment contribution via our Employee Matching Program

All candidates must be eligible to work in Canada. Only applications that include all required materials will be considered.

At Mawer, we are committed to fostering a culture of diversity and inclusion. We strive to attract, hire, develop, and retain the best people from a wide variety of backgrounds/experiences and create an environment where unique ideas and perspective are heard and valued. We believe a diverse and inclusive culture fuels innovation and enables more effective decision-making across the firm, helping to improve investment performance, strengthen client partnerships, and create more value for all stakeholders: clients, employees, owners, and society.

We administer all practices and programs without discrimination and strive to provide equal access to employment. A Human Resources representative will work with applicants who request accommodation or special assistance during the application process. If you need accommodation or assistance, please contact us at [e-mail].

We believe experience comes in many forms and we’re committed to adding new perspectives to our team. If your experience is close to what we’ve outlined, we encourage you to apply.

About Mawer

Established in 1974, Mawer Investment Management Ltd. is an independent firm that provides world-class, global investment management services to a broad range of institutional and individual clients. We are proud of our reputation as one of Canada’s most respected investment management firms and strive to earn such respect by continually delivering long-term investment excellence, developing strong client partnerships, and living our core values.

No telephone inquiries please.
We thank all applicants and advise that only those selected for an interview will be contacted.