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About the Role
CI Financial is seeking a detail-oriented and collaborative Manager, Fund Taxation to support the tax operations and compliance functions across CI’s suite of investment products. This role plays a key part in ensuring accurate tax reporting, supporting fund tax planning, and maintaining compliance with Canadian tax regulations.
Responsibilities
- Coordinate the preparation and review of monthly, quarterly, and annual fund tax distributions and allocations.
- Assist in the preparation and filing of fund tax returns, including T3, T5, and NR4 slips.
- Support the review of mock and final year-end distributions and tax factors.
- Ensure compliance with CRA requirements and assist with audit engagements.
- Prepare and maintain documentation for PFIC reporting, HST blended rate calculations, and international tax forms (e.g., W-8 BEN-E, CRS, W-9).
- Monitor changes in tax legislation and assist in updating internal procedures accordingly.
- Maintain robust documentation and internal controls for fund tax processes.
- Collaborate with Legal, Product, Operations, and Client Services teams to address tax-related inquiries and support product initiatives.
- Participate in fund launches, mergers, and terminations from a tax perspective.
- Assist in the development and maintenance of tax reporting tools and systems.
- Provide guidance and mentorship to junior tax staff.
- Liaise with external tax advisors, custodians, and service providers to ensure timely and accurate tax filings and data exchange.
Requirements
- Minimum 5–7 years of experience in fund taxation, accounting, or financial services, with a strong understanding of Canadian mutual funds and ETFs.
- Working knowledge of IFRS, fund accounting principles, and Canadian tax reporting standards.
- Proficiency in Microsoft Excel and tax software.
Skills
- Analytical skills
- Organizational skills
- Communication skills
Location
- Onsite
Work Type
- In-office
- Full-time
Experience Level
- Manager
Education Level
- Bachelor’s degree in Accounting, Finance, or a related field
- CPA designation preferred
Salary/Compensations
- $69,500 to $119,500
Benefits
- Participation in a bonus program
- Health insurance coverage
- Wellness programs
- Life and disability insurance
- Retirement savings plans
- Paid leave programs
- Education-related programs
- Paid holidays and vacation time
- Modern HQ location within walking distance from Union Station
- Training Reimbursement
- Paid Professional Designations
- Employee Savings Plan (ESP)
- Corporate Discount Program
- Enhanced group benefits
- Parental Leave Top–up program
- Paid time off for Volunteering
About the Company
- CI Financial is an independent company offering global wealth management and asset management advisory services through diverse financial services firms.
- Since 1965, we have consistently anticipated and responded to the changing needs of investors.
- We are driven by a commitment to provide individuals and institutions with the highest-quality investments and advice.
- Our commitment to the highest levels of performance means that whatever their position, CI employees must be comfortable in a fast-paced environment that will stretch them to tap into their highest potential.
- Employees with a healthy dose of ambition, a desire to commit to a curious mindset for continuous learning, and a willingness to go the extra mile thrive at CI.
Equal Opportunity
- We are focused on building a diverse and inclusive workforce.
- CI Financial Corp. and all of our affiliates (“CI”) are committed to fair and accessible employment practices and provide reasonable accommodations for persons with disabilities.
- If you require accommodations in order to apply for any job opportunities, require this posting in an additional format, or require accommodation at any stage of the recruitment process please contact us at accessible.recruitment@ci.com, or call 416-364-1145 ext. 4747.