Director, Fund Taxation

CI Financial•Toronto, ON

8d•Onsite

About The Position

At CI, we see a great place to work as one that is a safe place for everyone to have a voice, where people are empowered to take ownership over meaningful work, where there is an opportunity to grow through stretching themselves, where they can work on innovative products and projects, and where employees are supported and engaged in doing so. CI Financial is seeking a detail-oriented and collaborative Director, Fund Taxation to support the tax operations and compliance functions across CI’s suite of investment products—including mutual funds, ETFs, closed-end funds, mutual fund corporations, and segregated funds. This role plays a key part in ensuring accurate tax reporting, supporting fund tax planning, and maintaining compliance with Canadian tax regulations. 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.

Requirements

Detail-oriented
Collaborative
Ability to support tax operations and compliance functions across CI’s suite of investment products (mutual funds, ETFs, closed-end funds, mutual fund corporations, and segregated funds)
Knowledge of Canadian tax regulations for investment products
Ability to ensure accurate tax reporting
Ability to support fund tax planning
Ability to maintain compliance with Canadian tax regulations
Comfortable in a fast-paced environment
Healthy dose of ambition
Desire to commit to a curious mindset for continuous learning
Willingness to go the extra mile

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