Tax Manager, Financial Reporting & Strategy

CIBC Mellon; Toronto; On-site; CAD 98,000 - 148,000; Full time

Job summary

CIBC Mellon in Toronto/Mississauga is seeking a Tax Manager, Financial Reporting & Tax to lead a team handling tax work for client funds. You will provide consultative tax expertise and build strong relationships with clients, external advisors, auditors and internal partners.

Responsibilities include overseeing distribution reviews, filing income and HST returns for trusts and funds, and guiding the team to meet deadlines while ensuring quality and compliance with regulatory changes.

Qualifications

• University degree in Accounting and a professional designation preferred.
• Minimum of 3 years of Canadian tax experience.
• Tax and accounting experience in the investment fund industry is required.
• Excellent written and oral communication skills.
• Strong analytical and problem solving skills.
• Excellent time management skills and ability to work under tight timelines.
• High degree of commitment to quality work and accuracy.

Responsibilities

• Manage distribution review process with internal partners, clients, and auditors.
• Oversee completion and filing of income and HST tax returns for trusts, corporations and funds.
• Review and approve tax analyses within agreed timelines.
• Provide recommendations on tax developments and operational efficiency for the Tax group.
• Coordinate and manage team activities to meet deadlines.
• Attend client meetings and ensure delivery of quality services.
• Negotiate timelines with clients and external auditors.
• Research and respond to tax correspondence from clients, auditors and CRA.
• Provide training/consultative support to Tax and Fund Accounting teams.
• Participate in presentations to potential and existing clients.
• Provide HR leadership and manage hiring and performance processes.
• Research and apply regulatory changes for FS and tax reporting.
• Participate in automation and special projects as required.

Skills

Analytical skills

Communication skills

Time management

Leadership

Problem solving

Education

Accounting degree

Professional designation

Job description

CIBC Mellon in Toronto/Mississauga is seeking a Tax Manager, Financial Reporting & Tax to lead a team handling tax work for client funds. You will provide consultative tax expertise and build strong relationships with clients, external advisors, auditors and internal partners.

Responsibilities include overseeing distribution reviews, filing income and HST returns for trusts and funds, and guiding the team to meet deadlines while ensuring quality and compliance with regulatory changes.