Senior Analyst- Business Tax (Financial Services)

Senior Analyst - Business Tax (Financial Services)

Role Overview

As a Senior Analyst - Business Tax (Financial Services), you will provide tax-related services to investment fund clients including mutual funds, ETFs, pooled funds, and asset management firms. Working as part of a collaborative team, you will support compliance, optimize tax positions, and deliver high-quality tax advisory services. You will assist in managing tax filings, reviewing complex fund transactions, and ensuring sound tax management and regulatory compliance.

Key Responsibilities

• Oversee and review annual tax compliance for a portfolio of investment funds, including Trust (T3), Corporate (T2), and Partnership (T5013) tax returns and related filings
• Review fund distribution calculations (monthly, quarterly, and annual) to ensure accurate unitholder tax reporting, including T3 slips for investors
• Act as a key contact for fund administrators and clients, supporting tax reporting processes and timelines
• Provide tax advisory support on complex fund transactions and ensure appropriate tax treatment, including review of corporate actions and their tax implications
• Support financial statement audits from a tax perspective and assist with responses to Canada Revenue Agency (CRA) inquiries, notices of assessment, and audits
• Review tax-related disclosures in fund offering documents and prospectuses for accuracy and compliance with tax laws
• Assist in establishing and advising on fund tax policies, procedures, and internal controls to manage tax risk and ensure compliance
• Monitor changes in tax legislation and industry developments and provide timely guidance to internal teams and clients

Required Skills and Qualifications

• CPA designation (Canada) or equivalent with an undergraduate degree in Accounting, Finance, or Business
• Minimum 2+ years of relevant experience in Canadian Tax with a focus on investment funds or financial services tax
• Completion of the CICA In-Depth Tax Course or a Master’s in Taxation preferred
• Demonstrated expertise in investment fund taxation, including trust and partnership tax rules, mutual fund structures, and compliance requirements
• Experience preparing or reviewing complex fund tax filings, including T3, T2, and T5013 returns and investor slips
• Familiarity with international tax considerations for funds (FATCA/CRS, PFIC, withholding tax) and cross-border tax coordination
• Strong leadership and project management skills with the ability to manage multiple engagements
• Excellent communication and advisory skills with the ability to explain complex tax matters to non-specialist stakeholders
• Proven experience mentoring and developing high-performing teams
• Business development mindset with experience building client relationships and supporting proposals
• Proficiency in tax research and compliance tools such as Taxprep and iFirm; experience with fund accounting systems (MPower, InvestOne, Eagle, or similar) is an asset