Tax Manager, Financial Reporting & Tax

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

Company Information

CIBC Mellon is a leading provider of asset servicing solutions to institutional investors in Canada, including multi-currency accounting, fund valuation, and investment information reporting. We are passionate about providing exceptional client service backed by our culture of innovation and success. Our outstanding employee experience will provide you with opportunities to learn and grow professionally while supporting the communities in which you live and work.

Job Number: J0426-0086

Category: Financial Reporting and Tax

Employment Type: Full Time

City: Toronto/Mississauga

Posting Date: September 22, 2026

Closing Date: October 6, 2026

Company Information

CIBC Mellon is a leading provider of asset servicing solutions to institutional investors in Canada, including multi-currency accounting, fund valuation, and investment information reporting. We are passionate about providing exceptional client service backed by our culture of innovation and success. Our outstanding employee experience will provide you with opportunities to learn and grow professionally while supporting the communities in which you live and work.

We are a diverse and dynamic workplace where employees take an active role in delivering on strategic objectives while advancing their individual career goals.

We encourage innovative thinking and give our employees the support and resources they need to turn great ideas into actions.

We’re always looking for talented people who can make a meaningful difference for our clients, our company and our communities. To learn more about why our employees love coming to work each day, visit www.cibcmellon.com/experience.

Position Overview

The Tax Manager, Financial Reporting & Tax will be responsible for managing a team to complete the tax work required for clients funds. Provides consultative tax expertise on issues raised on funds by internal partners. Develop and maintain strong relationships with client, external tax advisors, auditors and internal business partners. Review and evaluate work process and provide feedbacks.

Responsibilities

• Manage distribution review process, including conduct distribution review, work collaboratively with internal partners on liaison with clients, external tax advisors and auditors;
• Manage the completion and fling of income and HST tax returns for trusts corporations and other investment fund structures, including reviewing tax returns and filing related tax information forms, elections, etc.;
• Review and approve tax analysis on complicated corporate actions within the agreed timeline;
• Provide recommendations on the distribution module, including tax developments and client requests and operational efficiency within the Tax group;
• Coordinate and manager the activities of their team to ensure that all deadlines are met;
• Attend client meetings and ensure delivery of quality services to all clients;
• Ensure appropriate timelines with clients and external auditors are negotiated;
• Research and respond to tax correspondence (including tax audits and reassessments) from clients, auditors and CRA ;
• Provide training/consultative support to Tax team and Fund Accounting group;
• Participate in presentations to potential clients and additional tax services to existing clients;
• Provide human resources leadership and manages all hiring and performance related activities in accordance with policies and procedures
• Research and apply regulatory changes for FS and tax reporting; and
• Participate in automation and special projects as required.

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; and
• High degree of commitment to quality work and accuracy.

CIBC Mellon's Values

Get it Right Every Day: Deliver service excellence while always acting with the highest ethical standards

Put Clients at the Centre: Advocate for clients by listening, sharing knowledge, and bringing the right solutions forward

Be One Family: Challenge, empower and recognize your colleagues

Take Ownership: Speak up, speak out, and make things better

Job Specific Competencies

• The salary band for this position ranges between $98,000 - $148,000.
• Individual pay is determined by factors such as job-related skills, market conditions, relevant experience, education, training, and internal equity.
• Please note, our recruitment process may include the use of AI-assisted tools.
• This posting is for an existing vacancy.

CIBC Mellon is committed to taking all reasonable steps to accommodate the needs of all individuals. Should you require any accommodations during the recruitment and selection process, please speak with your Recruitment Consultant.