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About the Role

CC&L Financial Group is seeking a dynamic leader to join the Accounting Department as Head of Tax. This pivotal role will oversee the full tax lifecycle, including compliance, strategic planning, and provide fund structure tax guidance across public and private market investments. The Head of Tax will drive efficiency, reduce external advisory costs, and provide strategic tax counsel to executive leadership.

Responsibilities

• Lead corporate and partnership tax compliance for CC&L and affiliated fund vehicles.
• Ensure timely filings, accurate tax provisions and translation of complex tax positions into clear guidance for internal stakeholders.
• Assist in preparing internal memoranda and other technical documentation for internal reorganizations and compliance support.
• Provide deep technical insight on tax matters including Canadian pooled funds, mutual fund trusts, CAD and U.S. LPs, foreign tax credits, and cross-border issues.
• Ensure compliance and maximize efficiency for both public and private fund structures.
• Work closely with Finance, Treasury, Tax, and Legal teams to ensure the proper maintenance of holding and financing structures through the administration of tax policies and guidelines.
• Manage relationships with external tax advisors and government auditors.
• Collaborate closely with internal teams to align tax planning with business objectives and fund strategies.
• Proactively monitor, assess, and guide the implementation of new tax legislation, including interpreting the impact on existing structures.
• Support the maintenance of complex legal structures by reviewing funds flows, preparing adjusted cost base calculations, and calculating withholding tax on distributions.

Requirements

• Big 4 tax background preferred with 10+ years in a mix of corporate, fund, and partnership tax.
• Expertise in partnership structures, mutual fund and pooled fund taxation, U.S. and Canadian tax rules.
• Proficient in TaxPrep software.
• Proven ability to manage and develop high-performing tax teams.
• Comfortable presenting strategic tax insights to senior executives and translating complex concepts into actionable guidance.
• Proactive, high-energy, and decisive with a growth mindset.
• Excellent project management skills; able to multi-task effectively in a fast-paced environment.
• Strong and effective communications skills, both verbal and written.
• CPA designation combined with a Master of Taxation or completion of the CPA In-Depth Tax Course (Parts I to III).
• At least 8+ years of progressive corporate tax experience in a Big 4 public accounting firm or equivalent industry experience.
• Demonstrated experience managing high-volume Canadian tax compliance engagements, including partnership (T5013), corporate and trust returns for complex structures.
• Strong technical knowledge of Canadian corporate reorganizations and foreign affiliate rules.
• Proven experience with partnership/fund structures and related compliance obligations for both Canadian and foreign structures.

Skills

• Tax Compliance
• Tax Strategy
• Fund Structure Tax Guidance
• Public Market Investments
• Private Market Investments
• Tax Lifecycle Management
• Strategic Tax Planning
• Corporate Tax
• Partnership Tax
• Fund Taxation
• Mutual Fund Taxation
• Pooled Fund Taxation
• U.S. Tax Rules
• Canadian Tax Rules
• Cross-border Issues
• Tax Legislation Interpretation
• Project Management
• Communication

Location

• Canada

Work Type

• Hybrid
• Remote
• Flexible work arrangements

Experience Level

• 10+ years
• 8+ years

Education Level

• CPA designation
• Master of Taxation
• CPA In-Depth Tax Course (Parts I to III)

About the Company

• CC&L Financial Group is one of Canada’s top performing asset managers.
• Explore cclgroup.com for more information.

Equal Opportunity

• CC&L Financial Group is committed to creating a diverse and inclusive environment and is proud to be an equal opportunity employer.
• All qualified applicants will receive consideration for employment without regard to gender, ethnicity, religion, sexual orientation or expression, disability, or age.