Asset Management-Jobs in United States

Job Description

Grade: P8

Referral Level: Level 2

Division: IGM-AMO

IGM Financial Inc. is one of Canada's leading diversified wealth and asset management companies with approximately $271 billion in total assets under management. The company provides a broad range of financial planning and investment management services to help more than two million Canadians meet their financial goals. Its activities are carried out principally through IG Wealth Management and Mackenzie Investments.

Under IGM Financial’s unique business model based on leading brands and multi-channel distribution strategy is Mackenzie Investments, founded in 1967. Mackenzie Investments is a holistic asset-management partner for thousands of Canadian financial advisors and the investors they support.

At Mackenzie Investments You Can Build Your Career with Confidence.

We have a vision and a strategy that will challenge the way business in this industry is done and help Canadians be successful in the ways that mean the most to them. As part of our team, you will do some of your best work, develop some of your most valuable skills and give back in ways that make a difference in the lives of Canadians. We are proud to be recognized as one of Canada’s Top Employers by Mediacorp Canada Inc. for empowering our employees with the tools to thrive while working remotely, while also providing resources to ensure physical and mental wellness were put front and centre.

Join an unstoppable team that is embedded in continuous learning, understanding, and knowledge sharing. You will thrive in our supportive environment where you can indulge your curiosity to learn, while receiving the feedback you need to refine your skills and abilities. We are dedicated to offering a hybrid work environment when applicable.

Mackenzie Investments is a diverse workplace committed to doing business inclusively - this starts with having a representative workforce! We encourage applications from all qualified candidates that represent the diversity present across Canada – including racialized persons, women, Indigenous persons, persons with disabilities, 2SLGBTQIA+ community, gender diverse and neurodiverse individuals, as well as all who may contribute to the further diversification of ideas.

About the Fund Tax Services group

Mackenzie Investments is currently accepting applications for the position of Senior Manager, Fund Taxation within the Fund Tax Services department. The successful candidate will be part of the team responsible for tax compliance and monthly, quarterly and annual fund distributions and is a key tax resource for all of Mackenzie’s and Investor’s Groups products (mutual fund trusts, segregated funds).

As a valued member of the Fund Tax Services team your core responsibilities will include:

• Working with external and internal partners to ensure the completeness, accuracy, timeliness and consistency of department deliverables
• Providing key oversight to our external service providers to ensure accurate and timely fund distribution calculations and estimates
• Fund tax compliance and reporting for investment vehicles including mutual fund trusts, and other entities - and may include domestic and foreign tax compliance and reporting
• Tax research and analysis related to complex tax questions and actions as well as product initiatives such as fund launches, terminations, portfolio rebalancing, and mergers.

About the Senior Manager position

Reporting to the AVP, Fund Tax Services, the Senior Manager will be a valued member of a Team of Tax Professionals responsible for tax compliance and consulting including:

• The accurate and timely deliveries of primary Fund Tax Services functions
• Oversight of our external service provider(s)
• The understanding and oversight related to tax compliance and reporting activities and may include the expansion of activities as tax rules change and as funds expand their spheres of investment
• Providingad hocanalysis and opinions on tax and distribution issues pertaining to product initiatives and the investment vehicles served by the group
• Liaise with various parties such as CRA, external auditors, tax advisors, investment managers, product managers and internal departments within Mackenzie, Investors Group, and our other fund families
• Documenting and reviewing policies and procedures and recommending and implementing process and system improvements as required

The successful candidate will lead a team that works with the AVP and the Director of Fund Tax Services as well as interacts with the rest of the team.

To carry out these responsibilities, the Senior Manager requires these qualifications:

• 7+ years of experience, with increasing exposure to, and responsibility for, tax services, preferably in the investment fund industry
• Undergraduate accounting, finance or equivalent degree
• Accounting designation or tax accreditation (e. CPA, In-Depth Tax Course)
• Ability to work both independently and as part of a team; experience managing people is preferred
• Capacity to manage multiple competing projects and deadlines, as well as a fluctuating workload
• Strong analytical and organizational skills with high attention to detail
• Excellent tax research, tax preparation, and analytic skills
• Desire to remain up-to-date with tax laws, regulations, and changes in the mutual fund industry
• Ability to build and maintain relationships with departments across the organization
• Excellent verbal and written communication skills in order to liaise with various parties
• Advanced computer skills, including expert proficiency in Excel and other Microsoft Office products; knowledge of VBA is an asset
• Knowledge of tax preparation software and fund reporting software such as MPower is beneficial
• Keen willingness to learn reporting systems and seek enhancements to existing processes is fundamental.

Please visit our career page by clicking on the following link: https://www.mackenzieinvestments.com/en/careers

We thank all applicants for their interest in Mackenzie Investments; however, only those candidates selected for an interview will be contacted.

Mackenzie Investments is an accessible employer committed to providing a barrier free recruitment experience. If you require an accommodation or this information in an alternate format at any stage of the recruitment process, please reach out to the Talent Acquisition team who will work with you to meet your needs.

Please apply by May 15th, 2025.

#LI-JS2

#LI-Hybrid