Job Responsibilities
- Proactively identify, track, and resolve tax issues
- Coordinate with 3rd Party Vendor and External reviewers for timely delivery of projects
- Oversee 3rd Party Vendor’s production of deliverables
- Monitor and review for adherence to fund policies
- Research and respond to inquiries from Clients, 3rdParty Vendor, and Client Auditors
- Evaluate processes for improvements and to provide metrics to Management
- Develop a strong knowledge of internal systems and the function of each of the various internal service teams
- Function as a Canadian tax subject matter expert (SME) for taxation and provide guidance within the organization pertaining to client initiatives (i.e. fund creation, termination, mergers)
Required qualifications, capabilities, and skills
- Excellent verbal and written communication skills, strong client service and organizational skills
- Ability to work independently and multitask in a fast paced environment
- Ability to manage conflicting demands and priorities
- Experience working across multiple business areas and/or functions to deliver results
- Relationship building skills - develop internal and external partnerships to drive results
- Strong technical skills specific to Canadian tax including accounting principles and theories
- Analytical skills, problem solving, good critical thinking and decision-making skills
- Expert use of Microsoft Word, Excel, PowerPoint and ability to present to senior management.
- Advanced knowledge of tax issues affecting investment funds
- 8+ years of Canadian tax experience, specific to trust taxation
Preferred qualifications, capabilities, and skills
- 5-10 years of experience in Operations