• Own and lead the global tax function, setting the strategic direction for income tax, indirect tax, and transfer pricing across all operating jurisdictions
• Develop, plan, and recommend tax strategies that minimize the company’s worldwide tax exposure while supporting its commercial and growth objectives
• Advise executive leadership on the optimal international operating structure and lead the design and implementation of those structures
• Design, document, and maintain the company’s global transfer pricing policies, intercompany agreements, and supporting documentation to ensure defensibility and compliance with OECD and local-country requirements
• Lead US federal, state, and local tax compliance and planning, including a deep understanding of US international tax provisions, and their impact on the company’s structure
• Oversee global income tax compliance and worldwide legal entity and statutory filings, serving as the senior point of contact for local tax authorities, advisors, and service providers
• Manage and resolve global income tax audits and disputes across jurisdictions, acting as the primary liaison with tax authorities
• Oversee indirect tax compliance globally, including US state sales & use tax, Canadian GST/HST, VAT, and other foreign indirect tax regimes
• Own the global income tax provision, including continuity schedules, provision working papers, supporting memoranda, and transfer pricing entries
• Proactively monitor and assess changes in tax legislation worldwide (e.g., OECD BEPS / Pillar Two, US tax reform) and advise leadership on the impact to the company’s structure and strategy
• Build, lead, mentor, and develop the tax team, elevating the function’s capabilities as the company scales internationally
• Partner cross-functionally with Finance, Legal, Treasury, and the business on M&A, financing, entity structuring, and commercial transactions to ensure tax-efficient outcomes
• Establish and continuously improve tax policies, procedures, processes, and controls, including the supporting technology and data infrastructure

Director of Tax

• Responsible for reviewing and analyzing client royalty obligations to identify tax savings opportunities and ensure compliance with applicable regulations.
• Prepares detailed reviews of client royalty reporting, and represents clients in audits with taxing authorities.
• Maintains expert knowledge of royalty assessment laws and industry practices to deliver accurate, strategic solutions that optimize client outcomes.
• Reviews client records for Crown royalty refund potential, credits, and procedural recommendations.
• Prepares and submits written reports supporting DMA’s position for taxing authorities; reviews and submits periodic status reports to clients; prepares Report of Findings for clients.
• Responsible for client account management on assigned clients.
• Maintains knowledge of Crown Royalty regulations, guidelines and court decisions.
• Represents clients during Alberta Treasury Board and Finance audits and provides support and advisory services in defense of claims made.
• Assists Director National Accounts and other business development professionals in scoping and developing customized solutions for new and prospective clients.
• Performs other duties as assigned.

Tax Manager

• Reporting to the Tax Manager, the Tax Specialist is responsible for ensuring the Company's continued compliance with tax legislation along with providing strategic tax guidance for the Company's business operations
• Prepare and file federal, state, and local income tax returns and other compliance documents
• Prepare legal entity and consolidated income tax provision
• Prepare multi jurisdiction indirect tax returns E.g. GST/PST/VAT/ USA sales tax
• Prepare foreign affiliate information returns E.g. T106, T1134, T1135
• Assist in gathering data and responding to inquiries during tax audits and examinations
• Provide support for tax accounting and the necessary tax GL reconciliation
• Maintain transfer pricing documentation for intercompany transactions
• Research tax laws, regulations, and legislation to determine impact on company operations
• Participate in tax due diligence relating to merger and acquisition opportunities
• Ensure adherence to SOX requirements, finance processes and controls while emphasizing continuous process improvements
• Support the development of tax strategies to minimize liabilities and ensure compliance

Tax Specialist

• Maintain knowledge of FATCA and CRS (AEOI) regulatory and compliance environment as it impacts service and/or clients; conduct additional research as necessary to resolve internal or external queries.
• Review tax documentation for completeness and regulatory soundness
• Prepare annual AEOI returns for client delivery/approval and submission of same to local jurisdictional tax portals
• Proactively manage daily workflow and ensure set deadlines are met
• Complete monthly and ad hoc AEOI compliance reports upon request and ensure a high level of accuracy is achieved at all times
• Work closely with and support Senior Management in ensuring the smooth running of processes and the ongoing adherence to procedures and processes
• Build and maintain relationships with various high-profile CFS clients globally, acting as a point of contact for all AEOI queries and status requests
• Provide updates for and attend Board of Directors meetings, and ensure all client stakeholders are responded to in a timely manner
• Quality control of AEOI information in TA systems, and liaise with Investor Relations and COE teams on queries of same

Tax Information Specialist – FATCA, CRS, CH3

• Support Transformation Relationship Managers (TRMs) in their day-to-day engagement with Tax teams
• Assist with gathering, organizing, and summarizing business inputs, challenges, and opportunities
• Assist in the documentation of workflows, processes, and improvement opportunities across a range of initiatives
• Support with translating business needs into clear problem statements and transformation ideas
• Assist in preparing materials including presentations, summaries, trackers, and meeting documentation
• Support with research and analysis related to transformation initiatives, pilots, and roadmap planning
• Support with identifying themes and insights from stakeholder discussions, workshops, and feedback sessions
• Assist with maintaining transformation artifacts such as intake logs, trackers, and initiative inventories
• Support innovation initiatives through research, testing, and gathering feedback
• Assist with coordination activities including scheduling, meeting preparation, and follow-ups
• Track progress, risks, dependencies, and next steps across multiple initiatives
• Support change and adoption activities including communications and rollout materials

Co-op/Intern, Tax Transformation

• Oversee the Tax team ensuring high-quality, compliant, and client-focused insolvency tax services
• Maintain a hands-on role in tax operations including managing files and supporting client deliverables
• Coordinate and distribute workload across teams ensuring timely completion of tasks
• Provide guidance in resolving complex client and creditor concerns
• Communicate performance expectations and operational objectives to team members
• Monitor productivity and performance to achieve quality standards
• Identify performance gaps and implement improvement plans
• Coach and support team members in their professional growth

Manager, Personal Debt Solutions – Tax

• Oversee Tax team and ensure delivery of high-quality insolvency tax services
• Maintain a hands-on role in tax operations and client deliverables
• Monitor team productivity and performance
• Identify performance gaps and develop improvement plans
• Coach and mentor team members in their professional growth

• Preparing AEOI filing analysis, 1042 data, withholding rate information, and other output for delivery to clients. Proactively managing daily workflow and ensuring set deadlines are met.
• Validating IRS W-form series and withholding statements using specialized validation software.
• Reviewing deliverables produced by other individual contributors for release to clients.
• Providing guidance to more junior Individual Contributor-level staff.
• Manage communications and ongoing relationships with AEOI clients, their investors, and other external and internal stakeholders.
• Manage expectations and ensure that all queries are dealt with in a timely manner. Provide excellent service to clients via direct or indirect contact.
• Maintain and improve knowledge of the Automatic Exchange of information regulatory and compliance environment as it impacts service and/or clients, including industry research and analysis as required, as well as Chapter 3 and withholding requirements.
• Review and provide feedback on AEOI self-certification forms
• Read and interpret Financial Statements in order to determine account values.
• Local AEOI portal registration/de-registration, communication and trouble shooting
• Research, analyze and provide recommendations for process improvements to increase operational efficiencies.
• Identify, analyze and troubleshoot classification and re-classification inconsistencies.
• Additional tasks as assigned

Senior Specialist, Tax Information Reporting – FATCA/CRS, Chapter 3

• **What your day looks like:**
• - *Duties and Regulatory Responsibilities*
• - Ensure scheduled tax audits are processed and completed within deadlines
• - Ensure any transaction corrections are corrected and completed before tax production
• - Ensure all tax related requests received are addressed and completed within SLA deadlines
• - Responsible for Tax Slip Production and submission of files to DOXIM
• - Reviews all vendor portals before their deadlines to ensure all instructions are correct and current
• - Escalates any tax related issues that require management review and intervention
• - Stay current on both CRA, and IRS Qualified Intermediary/FATCA rules/CRS rules and regulations through the review of legislation, press releases, and industry information bulletins
• - Prepare and/or review year-end tax reporting forms for Plan and Non-Plan client accounts
• - Monitor CRA, MRQ, IRS, CIRO (formerly MFDA and IIROC) websites regularly for tax changes and share the information with the team and update the procedures manual accordingly
• - Gather information for the internal and external auditors
• - Provide support and service for proper Client Reporting
• *Audits and Risk Control*
• - Review current process of monthly tax audits of tax reporting
• - Performs data validation checking tax reports against accounts in our internal system
• - Identify outstanding items and resolve these in a timely manner
• - Proactively identify and implement process improvements
• - Research and promptly resolve escalated issues
• - Ensure all discrepancies in clients accounts are escalated to the processing area to be address in a timely manner
• *Tax Reconciliation and Remittance*
• - Performs tax remittances to CRA, MRQ and IRS and balancing of the tax internal control accounts vs CRA, MRQ and IRS remittance accounts
• - Process weekly/monthly withholding tax remittances to CRA, MRQ and IRS within deadline
• - Ensure accurate and timely charging and remittance of non-resident and back-up withholding taxes as required by regulation for both resident and non-resident clients
• *Document Maintenance*
• - Maintain and document departmental procedures
• - Recommend and implement procedures to streamline workflow

Bilingual Tax Administrator

• Preparing, editing, formatting, printing, scanning and revising correspondence, memoranda, large transaction documents, reports, forms, labels and other printed material through dictation, copy typing or other instructions, in accordance with the requirements set by the practice group.
• Coordinating and dispersing tasks to be performed by various resource groups such as the Document Specialists, Administrative Clerks, Billing Assistants, etc.
• Proofreading documents and checking for appropriate formatting, spelling, grammar and clarity.
• Managing files including opening new files, maintaining large and complex files, and ensuring ease of reference.
• Updating calendars for assigned lawyers, including their meetings, appointments, due dates and client-related activities.
• Coordinating lawyer travel arrangements, including preparing itineraries and travel expense reports.
• Reviewing and routing incoming mail and fax communications; preparing and processing outgoing mail and faxes.
• Working with Finance to coordinate new Client and Matter openings (KYC) and assisting with expense processing.

Bilingual Legal Assistant – Tax Law

• Lead and mentor junior associates in tax disputes
• Prepare drafting of notices of objection and representations to tax authorities
• Manage litigation efforts in resolving tax disputes
• Provide legal opinions regarding tax consequences of transactions
• Develop client acquisition and relationship management strategies

Senior Associate, Tax Litigation

• Implements process improvement and automation initiatives within the tax department
• Manages and maintains financial reporting tax data and processes related to TBO, ITBO, ONESOURCE Tax Provision (OTP), Global Access and ONESOURCE Income Tax (OIT) systems
• Maintains tax systems for changes in GAAP, STAT, or Tax law and updates to accounts or entities in the Assurant consolidated group
• Develops, maintains, and distributes reporting tools (Microsoft BI Cubes, Microsoft Power BI and SSRS reports, Analytic Workbooks, etc.) and validation reports
• Manages tax technology training and guidance to tax personnel globally
• Data processing for Federal & State Compliance & Quarterly Reporting for preparation & analysis

Senior Global Tax Technology Analyst

• Participate in the tax provision process for Innergex Group entities and assist with the preparation of tax notes to the financial statements.
• Participate in the entire process of preparing federal and provincial Canadian tax returns for entities, ensuring that statutory deadlines are met and tax elections are filed on time, and researching, analyzing, and reviewing tax positions;
• Conduct certain tax research and document the tax positions taken (corporate income tax, property taxes, transfer taxes, etc.);
• Prepare estimated tax schedules, calculate the amounts due, and ensure that payments are made on time;
• Prepare tax forms (T5, T4A-NR, T2200, etc.);
• Prepare and review certain forms, calculations, and tax elections;
• Support audit processes for Canadian entities or any other entities within the company (internal, external, and government agencies).
• Update the financial projections of taxes payable for Canadian entities or any other entities within the company;
• Support other team members during acquisition or reorganization transactions.

Tax Advisor

• 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

Manager, Tax

• Prepare or detail review international components of complex tax returns
• Demonstrate solid understanding of tax codes, regulations, rulings and case law
• Provide detail review and training staff
• Dedicate time to coaching others in tax software, business process, research skills, technical expertise , planning and project management skills
• Responsible for client work being performed on time and within appropriate scope of services and budget

Senior Associate – US Tax

• Collaborate with engineers and accountants to assess eligibility of tax credits
• Help clients with the preparation of their tax incentive claims
• Provide practical advice to help clients maximize returns from tax incentives
• Attend client meetings and support clients during CRA reviews
• Deliver engagements on time and within budget

Manager, Specialized Tax Credits and Incentives – SR&ED

• Combine corporate tax work with structured and virtual learning
• Get experience in tax compliance, tax accrual review, calculating income tax provision and tax planning
• Contribute to client satisfaction by providing quality, timely and responsive services

Tax Staff – Global Compliance and Reporting

• Assist in the preparation of Canada and US related party tax forms along with the country-by-country report
• Assist in the preparation of transfer pricing documentation for North America
• Support the team in select benchmarking research and market comparability analysis for related party transactions
• Create and run reports from the Ledger to support global related party transactions
• Maintain Transfer Pricing SharePoint site
• Assist in related party contract management
• Assist in other International Tax compliance
• Contribute to other projects and initiatives when they arise

Senior Tax Analyst, Transfer Pricing

• Providing accurate and timely technical information to investment and wealth management advisors, wholesalers and RTREPS with respect to tax, estate planning and regulatory matters
• Increase the knowledge, understanding and comfort of top tier advisors, wholesalers and other target audiences with investment products by identifying and developing sales concepts/strategies
• Communicating on topical matters or new legislation and by developing and delivering educational and sales seminars
• Providing tax expertise and analysis on new product development initiatives as well as initiatives impacting existing clients
• Support other internal partners with tax and legal expertise
• Professionally represent Manulife on influential industry or internal committees

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