Senior Tax Manager, Investment Funds in Toronto

Our client, a leading North American investment management organization, is seeking a Senior Tax Manager specializing in investment funds. This role offers the opportunity to provide strategic tax oversight for a diverse portfolio of funds, contributing to the growth and operational excellence of their investment solutions in the financial services industry.

What You Will Achieve in This Role

• Lead the tax compliance lifecycle for Canadian investment funds, including mutual funds, ETFs, and limited partnerships.
• Establish and maintain tax risk standards, decision-making processes, and governance frameworks.
• Monitor and interpret Canadian tax legislation impacting investment funds.
• Evaluate tax implications of new fund products, investor types, and investment strategies.
• Manage tax structuring for fund modifications such as terminations and mergers.
• Serve as the senior tax advisor across legal, investment, product, and management teams.
• Oversee delegated tax compliance responsibilities to fund administrators and external advisors.
• Develop operationally efficient, tax-effective fund structures in collaboration with legal and product teams.
• Assess tax risks and provide balanced recommendations aligning regulatory and business objectives.
• Maintain relationships with external tax advisors, ensuring quality and timeliness of services.

What You Will Bring to This Role

• 5-7 years of progressive investment fund tax experience, preferably from a major accounting firm or asset manager.
• Deep understanding of taxation related to investment funds, trusts, partnerships, ETFs, and mutual fund corporations.
• Strong research and interpretation skills of Canadian tax legislation.
• University degree in accounting, taxation, or related business discipline.
• Proven ability to provide strategic tax advice and communicate complex issues clearly.
• Demonstrated experience managing processes, controls, and operational excellence in a complex environment.
• Strong relationship-management and influencing skills across various stakeholder groups.
• Self-motivated and proactive in improving tax processes and procedures.
• Ability to navigate multiple fund structures, asset classes, and evolving tax regulations.
• Excellent decision-making skills with a focus on risk assessment and mitigation.
• Experience working collaboratively with legal and other functional teams.

Additional Qualifications

• Knowledge of fund structures, investment strategies, and regulatory requirements in Canada.

We thank all applicants for their interest; however, only those selected for further consideration will be contacted.

Robertson & Company values diversity and is an equal opportunity employer committed to an inclusive and accessible recruitment process. Accommodations are available upon request throughout all stages of the hiring process.