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Manager, Tax
TD. Responsible for overseeing funds' mock and year-end distribution review process by acting as a key contact person to liaise with fund administrator, external tax advisors, and internal wealth management business partners .
About the role
Key responsibilities & impact- Responsible for overseeing funds' mock and year-end distribution review process by acting as a key contact person to liaise with fund administrator, external tax advisors, and internal wealth management business partners
- Understand the fund accounting and the implication to tax distribution.
- Review and file T3 tax returns and related tax forms for TD funds prepared by external tax advisor
- Knowledge of the investment fund industry and familiarity with various asset classes including mutual fund trusts and mutual fund corporations.
- Review HST returns and PFIC factors
- Primary contact for foreign tax agents and ensure tax compliance in foreign jurisdiction
- Track and maintain proper audit trail of tax issues and matters
- Ensures proper follow through and issues resolution
- Reviews certain corporate actions for proper treatment
- Provide advice on the proper handling of complicated corporate actions
- Work closely with external auditors on year end and interim audits from a tax perspective, and with tax authorities on notice of assessments, audits and other tax matters
- Assist in reviewing tax-related disclosures in fund prospectuses, offering documents, and related legal documents
- Respond to tax inquiries from internal business partners
- This includes maintaining strong relationships with TD Corporate Tax and TD Wealth Tax Operations
- Assist in establishing and maintaining proper policies, procedure and ensure controls are executed in managing tax risks
Requirements
What you’ll need- University degree in accounting, taxation, or a related business administration discipline
- Enrolment or completion of CICA in-depth tax courses I and II is an asset
- 3-5 Years investment funds related tax experience in a major accounting firm, asset manager or fund administrator
- Demonstrated tax experience with mutual fund corporations, partnerships, trusts, regulated investment entities, various security types and derivatives
- Experience in handling tax audits and resolving tax issues with minimal supervision
- Strong technical research, analytical and problem-solving skills
- Strong organizational skills and ability to consistently meet tight compliance deadlines
- Self-motivated person who can take initiative to improve tax related processes and procedures
- Proficient with Microsoft Excel, Word and MS office applications; and with tax databases and applications.
Benefits
Comp & perks- health and well-being benefits
- savings and retirement programs
- paid time off
- career development
- reward and recognition programs
ATS Keywords
✓ Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills & Tools
fund accountingtax distributionT3 tax returnsHST returnsPFIC factorstax compliancetax auditstax researchanalytical skillsproblem-solving skills
Soft Skills
organizational skillsself-motivatedinitiativerelationship managementcommunication skillsissues resolutionattention to detailtime managementcollaborationadaptability
Certifications
CICA in-depth tax courses I and II