Senior Investment Fund Tax Analyst in Toronto

Senior Investment Fund Tax Analyst in Toronto

Toronto Full-Time On-site
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Research Canadian investment fund tax issues at CIBC Mellon in Toronto/Mississauga, reviewing distributions, returns, and corporate actions for clients.

As Senior Tax Analyst, Financial Reporting and Tax, you will independently analyze tax issues and recommend appropriate treatments. You will work with Fund Accounting, assigned clients, external tax advisors, and auditors. The position supports client funds, including complex structures, through accurate reporting and tax processes.

Key Responsibilities:

  • Review distribution calculations and allocation factors for client funds
  • Prepare and file trust and corporation income tax returns
  • Prepare HST returns for assigned funds accurately
  • Analyze corporate actions and recommend tax treatments
  • Review Tax Analysts' work and provide training

Requirements:

  • University degree in Business or Accounting
  • Professional accounting designation completed or in progress
  • Canadian investment fund tax knowledge
  • Investment fund industry Fund Accounting experience
  • Strong MS Office and TaxPrep skills

Apply Canadian tax expertise, Fund Accounting experience, and accurate analysis to support CIBC Mellon investment fund clients.

Senior Investment Fund Tax Analyst in Toronto employer: CIBC Mellon

Join a dynamic team that prioritizes professional growth and fosters a collaborative work culture in the heart of the city. As a Manager of Financial Reporting and Compliance, you will benefit from comprehensive training programs and mentorship opportunities, ensuring your skills are continuously developed. Our commitment to excellence and innovation makes us an exceptional employer for those seeking meaningful and rewarding careers in financial services.

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Contact Details:

CIBC Mellon Recruitment Team