Mutual Funds Tax Specialist
Location
toronto, on
Job Type
Full-time
Category
Other-General
Posted
June 10, 2026
Enhance mutual fund taxation strategies as a Senior Specialist. Lead tax compliance, oversee fund distributions, and support various fund events in this rewarding role.
As the Senior Specialist, you will implement effective tax strategies within the fund reporting team, overseeing compliance and tax filings for diverse funds. This involves collaborating with team members on financial statements and addressing new regulations promptly. You'll also analyze tax strategies to foster efficiency and deliver impactful recommendations to senior management.
Key Responsibilities: • Oversee fund distributions and foreign tax returns • Support for fund events including rebalancing and launches • Implement Canadian tax regulations and guidelines • Assist with prospectus and management information disclosures • Collaborate on fund report preparations
Requirements: • At least 5 years in taxation and fund accounting • An educational background in a relevant field is essentia...
As the Senior Specialist, you will implement effective tax strategies within the fund reporting team, overseeing compliance and tax filings for diverse funds. This involves collaborating with team members on financial statements and addressing new regulations promptly. You'll also analyze tax strategies to foster efficiency and deliver impactful recommendations to senior management.
Key Responsibilities: • Oversee fund distributions and foreign tax returns • Support for fund events including rebalancing and launches • Implement Canadian tax regulations and guidelines • Assist with prospectus and management information disclosures • Collaborate on fund report preparations
Requirements: • At least 5 years in taxation and fund accounting • An educational background in a relevant field is essentia...