Senior Fund Finance Tax Specialist
hace 4 días
Company Overview
VTRAC Consulting Corporation is a leading provider of Intelligent Solutions in the fund finance industry. Our commitment to delivering exceptional service to investors and partners has earned us a reputation as a trusted advisor.
Salary
The estimated annual salary for this position is $120,000 - $150,000, depending on experience.
Job Description
This is an exciting opportunity for a seasoned Tax Specialist to join our dynamic Fund Finance Tax Services team. As Senior Fund Finance Tax Specialist, you will play a key role in managing tax compliance and structuring of funds, working closely with internal teams and external advisors to ensure seamless tax operations and regulatory compliance.
Responsibilities
• Manage annual filings for indirect taxes and oversee communication with investors.
• Handle non-resident withholding tax responsibilities, including reviewing treaty rates, performing calculations, submitting filings to the CRA, addressing investor inquiries, and resolving audit issues.
• Coordinate and supervise third-party tax providers for federal and provincial tax filings, such as T5013, T3, T5008, indirect taxes, and non-resident withholding requirements.
• Deliver comprehensive analyses and clear responses to investor tax inquiries while ensuring the accuracy of investor data and tax documentation.
• Evaluate and implement process improvements, enhance operational efficiency, and oversee tax-focused projects to align with organizational goals.
• Track legislative updates impacting fund tax obligations and spearhead related communication and implementation initiatives.
• Assist with tax due diligence and establish compliance frameworks for new Canadian fund launches.
Required Skills and Qualifications
• 8+ years of experience in Canadian partnership and mutual fund/unit trust taxation.
• Strong knowledge of Canadian partnership and mutual fund trust structures investing in foreign funds.
• Proven ability to effectively communicate technical and business requirements, with strong presentation and interpersonal skills.
• Exceptional organizational, analytical, and communication skills with the ability to manage complex tax matters independently.
• Proven leadership and coaching abilities to inspire and guide team members effectively.
• Adaptability and a commitment to continuous learning in management and technical tax areas.
• CPA designation or equivalent is required.
Benefits
Our compensation package includes salary, bonus, unlimited paid time off, retirement plan, equity option, and comprehensive healthcare support. We offer a unique opportunity to contribute to delivering exceptional service to the investors and partners.
Location
Located in GTA, ON, this position offers a compelling work environment with a diverse team of professionals.
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