The Role & Key Responsibilities:
• Year-End Distribution Calculations - Prepare and review YE distribution amounts for funds and partnerships.
• Tax Compliance - Complete and review Canadian tax returns and investor reporting slips, including T3, T5013, and T5008.
• FATCA / CRS - Manage annual FATCA and CRS due diligence, reporting, and investor classification.
• SLFI Sales Tax Reporting - Prepare SLFI GST/HST filings and ensure compliance with special attribution rules.
• T1134 Reporting - Prepare and review foreign affiliate reporting packages.
• Mock Calculations - Run mock tax calculations to support planning, forecasting, and client discussions.
• Investor ACB Adjustments - Process ACB updates, including workflows through with large clients.
• Tax Planning Support - Participate in planning kickoff meetings and support structuring discussions.
• Client Onboarding - Review onboarding reports, set up tax profiles, and ensure smooth integration into tax processes.
• LP ACB / ARA Updates - Maintain investor-level ACB and ARA data within tax software.
• Team Training - Lead internal training, monitor legislative changes, and update templates, binders, and process documentation.
• Automation - Support automation initiatives and coordinate with operations teams.
• Billing - Issue invoices and follow up with clients on outstanding items.
• Tax Prep Software - Use Tax Prep for compliance, reporting, and workflow management.
Qualifications, Skills and Experience:
• 7+ years of Canadian tax experience (preferably in asset management, funds, or partnerships).
• Strong knowledge of Canadian income tax rules, SLFI/GST/HST, FATCA/CRS, and foreign affiliate reporting.
• Experience with Tax Prep, Paxus, and fund administration systems
• Ability to manage multiple deadlines, prioritize effectively, and communicate clearly with clients.
• CPA designation ;
• CICA in-Depth taxation / Masters in Taxation (MTax) preferred;
• Strong analytical skills and comfort working with large data sets.
Preferred Attributes
• Proactive, organized, and comfortable owning processes end-to-end.
• Strong communicator who can explain tax concepts to non-tax stakeholders.
• Enjoys improving processes, documentation, and automation.
• Thrives in a fast-paced environment with evolving client needs.
Salary ranges from CAD $165,000.00 - CAD $185,000.00 plus additional discretionary yearly bonus based on corporate and individual's performance. Compensation within this range is dependent on individual's skills, experience and qualifications.
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Disclaimer: Unsolicited CVs sent to Apex (Talent Acquisition Team or Hiring Managers) by recruitment agencies will not be accepted for this position. Apex operates a direct sourcing model and where agency assistance is required, the Talent Acquisition team will engage directly with our exclusive recruitment partners.
