CI Financial
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Director of Fund Taxation at CI Financial
Description
Lead tax operations and compliance efforts at CI Financial in this Director of Fund Taxation role. Ensure accurate reporting and compliance for various investment products while collaborating with cross-functional teams.
CI Financial is seeking a detail-oriented Director of Fund Taxation with a minimum of 5-7 years of experience in fund taxation or financial services. This role demands a strong understanding of Canadian mutual funds and ETFs, as you'll oversee tax reporting, compliance, and strategic tax planning. Your analytical skills and knowledge of tax legislation will support the company's investments and operations.
Key Responsibilities:
• Coordinate monthly and annual fund tax distributions and allocations
• Prepare fund tax returns, including T3, T5, and NR4 slips
• Review year-end tax distributions and ensure CRA compliance
• Collaborate with teams on tax-related inquiries and initiatives
• Mentor junior tax staff and ma...
CI Financial is seeking a detail-oriented Director of Fund Taxation with a minimum of 5-7 years of experience in fund taxation or financial services. This role demands a strong understanding of Canadian mutual funds and ETFs, as you'll oversee tax reporting, compliance, and strategic tax planning. Your analytical skills and knowledge of tax legislation will support the company's investments and operations.
Key Responsibilities:
• Coordinate monthly and annual fund tax distributions and allocations
• Prepare fund tax returns, including T3, T5, and NR4 slips
• Review year-end tax distributions and ensure CRA compliance
• Collaborate with teams on tax-related inquiries and initiatives
• Mentor junior tax staff and ma...