We are seeking a Senior Manager, Business Tax (Financial Services) to join our team. As a senior manager, you will 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. You will also provide tax advice on complex fund transactions and ensure proper tax treatment for fund activities.
Requirements
- CPA designation (Canada) or equivalent and an undergraduate degree in accounting, finance, or business
- 5+ years of relevant experience in Canadian Tax, with a focus on investment funds or financial services tax
- Completion of the In-Depth Tax Program (IDTP) of CPA Canada or a Master's in Taxation
- Demonstrated expertise in the taxation of investment funds, including in-depth knowledge of trust and partnership tax rules, mutual fund structures, and related compliance requirements
- Experience overseeing the preparation or review of complex tax returns and schedules for investment fund clients (T3 Trust returns, T2 corporate fund returns, T5013 partnership returns, slips, etc.)
- Familiarity with international tax considerations for funds (e.g. FATCA/CRS, PFIC, withholding tax issues) and the ability to coordinate advice across jurisdictions (experience with U.S. or cross-border fund tax matters is a plus)
- Strong leadership and project management skills – proven ability to manage multiple engagements and teams simultaneously, while delivering exceptional client service and meeting deadlines
- Excellent communication and advisory skills: ability to explain complex tax concepts to non-specialist clients and to advise senior client executives confidently
- A track record of mentoring and developing staff, and leading high-performing teams on client engagements
- Business development acumen – experience building client relationships, identifying consulting opportunities, or contributing to proposals and market initiatives
- Proficiency with tax research tools and tax compliance software (e.g., Taxprep, iFirm); knowledge of investment fund accounting/reporting systems (MPower, InvestOne, Eagle, or similar) is an asset
Benefits
- Flexible work arrangements and a hybrid work structure
- 38+ days off (including 10 firm-wide closures known as "Deloitte Days")
- Flexible benefit spending account ($1,300 per year)
- Mental health support benefits ($4,000 per year)
- Bonus program (salary range: $116,000 - $215,000)
