Fund Tax Analyst Sr

Fidelity Canada • Toronto, ON

6d • CA$105,000 - CA$123,000 • Hybrid

About The Position

The Fund Tax Analyst Senior is a member of the Fund Treasurer’s Office and reports to the Director, Fund Tax. This role will assist the Fund Tax Managers, with responsibilities including the review of fund distributions, tax returns and other compliance requirements, and the support of special projects and key strategic initiatives of the organization.

Requirements

• Bachelor’s degree ideally in accounting or equivalent experience.
• 3-4 years of relevant experience in tax related role.
• Strong technical tax knowledge, tax research, analytical and problem solving skills.
• Good knowledge of IFRS tax accounting standards.
• Strong leadership, organizational and critical thinking skills.
• Positive attitude, team player and strong interpersonal skills.
• Quick learner and able to work independently without guidance.
• Curious in asking good questions, self-motivated, results-oriented and “eager to learn” attitude.
• Strong verbal and written communication skills, and good presentation skills including presenting to non-tax persons or senior management on complicated tax matters.
• Strong proficiency with excel (pivot tables and v-lookups), tax research database (such as CCH) and Taxprep software.

Nice To Haves

• Financial institution industry experience is an asset.
• CPA, Master’s of Taxation are an asset.

Responsibilities

• Review of monthly, quarterly, annual distribution calculation prepared by service providers.
• Review and file yearly T3 Trust Income Tax Returns and applicable foreign tax returns.
• Prepare tax analysis on fund events including large rebalancing, client redemptions, etc.
• Prepare internal stakeholder reporting for ETFs.
• Prepare documentation required for foreign reclaims and ad-hoc requests related to this nature.
• Assist with the review of FCSC taxable position.
• Assist with non-routine projects as they arise.

Benefits

• Base Salary and discretionary Performance Bonus: Total annual cash compensation (base salary plus target bonus) ranges from $105,000 to $123,000, based on experience and qualifications.
• RRSP Contribution: After 6 months of employment, we invest in your future with an RRSP contribution—no employee matching required.

What This Job Offers

• Job Type: Full-time
• Career Level: Senior