40 Sheppard Avenue W. Suite 512, North York
87 days ago
Senior Manager, Fund Tax

Join a leading wealth and asset management firm renowned for its commitment to excellence in investment and fund management. This company is dedicated to empowering individuals and businesses with comprehensive wealth management solutions. With a legacy of client-focused strategies, it serves a diverse clientele, including high-net-worth individuals, businesses, and institutions, through its multiple distribution channels.\r\n

Key Responsibilities of the Senior Manager is as follows but not limited to:\r\nOversee timely and accurate fund tax compliance for investment vehicles, including mutual fund trusts and segregated funds.\r\nCollaborate with internal teams and external providers to ensure proper tax reporting and fund distribution estimates.\r\nConduct tax research and provide guidance on fund launches, terminations, rebalancing, and mergers.\r\nManage the team\u2019s delivery of fund tax services and address complex tax issues.\r\nLiaise with CRA, external auditors, tax advisors, and internal departments for tax compliance.\r\nReview and improve tax policies, procedures, and systems to enhance efficiency.\r\nProvide ad-hoc tax analysis and support for product initiatives.\r\n\r\n

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TMGNY\r\n"

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