Head of Tax at Connor, Clark & Lunn Financial Group Ltd. | CA | Rezi

Head of Tax at Connor, Clark & Lunn Financial Group Ltd.

Head of Tax

Connor, Clark & Lunn Financial Group Ltd. · CA

4 days ago

Head of Tax

Connor, Clark & Lunn Financial Group Ltd. · CA

4 days ago
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About the Role

CC&L Financial Group is seeking a dynamic Head of Tax to lead and expand its internal tax function. This role will oversee the full tax lifecycle, including compliance, strategic planning, and provide fund structure tax guidance for public and private investments. The Head of Tax will drive efficiency, reduce external advisory costs, and offer 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 translate complex tax positions into clear guidance.
  • Assist in preparing internal memoranda and technical documentation for reorganizations and compliance.
  • Provide technical insight on Canadian pooled funds, mutual fund trusts, CAD and U.S. LPs, foreign tax credits, and cross-border issues.
  • Ensure compliance and maximize efficiency for public and private fund structures.
  • Work closely with Finance, Treasury, Tax, and Legal teams to maintain holding and financing structures.
  • Manage relationships with external tax advisors and government auditors.
  • Collaborate with internal teams to align tax planning with business objectives.
  • Proactively monitor, assess, and guide the implementation of new tax legislation.
  • Interpret the impact of new tax legislation 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.
  • 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.
  • Ability to translate 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
  • Corporate Tax
  • Partnership Tax
  • Mutual Fund Taxation
  • Pooled Fund Taxation
  • U.S. Tax Rules
  • Canadian Tax Rules
  • Cross-border Issues
  • Tax Legislation Interpretation
  • Risk Mitigation
  • Team Management
  • Project Management
  • Verbal Communication
  • Written Communication

Location

  • Canada

Work Type

  • Hybrid
  • Remote
  • Flexible work arrangements

Experience Level

  • 10+ years
  • 8+ years progressive corporate tax experience

Education Level

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

Benefits

  • Competitive total compensation
  • Retirement savings support
  • Wellness credits
  • Enhanced parental leave
  • Comprehensive health benefits
  • Continuous learning budgets
  • Paid study days
  • Support for professional designations
  • Social events
  • Volunteering opportunities
  • Corporate social responsibility initiatives

About the Company

  • CC&L Financial Group is one of Canada’s top performing asset managers.
  • We are invested in our greatest asset, you.
  • Our shared goals reflect what matters most to our people: Your community, your growth, and recognizing you.

Equal Opportunity

  • We are committed to providing an inclusive, accessible recruitment and selection process.
  • We welcome and encourage applications from people with disabilities.
  • Accommodations are available on request for candidates taking part in all aspects of the recruitment and selection process.