Manager, Tax

Wealthsimple Technologies • ,

7d • CA$116,000 - CA$145,000 • Hybrid

About The Position

Wealthsimple is Canada’s leading financial innovator, offering a full suite of simple, sophisticated financial products. The tax team, within Finance, is responsible for Wealthsimple's corporate tax position. This role focuses on building out specialist tax functions, with one lane dedicated to direct tax and another to transfer pricing and international tax. The team is small, but the entity group is not, and the focus is on establishing the review and documentation discipline required for investor-grade reporting. This is an opportunity to set a technical standard rather than inherit one.

Requirements

• CPA designation with deep Canadian corporate income tax knowledge.
• Hands-on provision experience under IFRS and IAS 12: current and deferred tax, effective tax rate reconciliation, tax forecasting, and provision-to-return true-ups.
• Judgment on recognition and recoverability of deferred tax assets.
• Experience with tax attributes and loss pools.
• T2 and provincial corporate income tax compliance across a multi-entity group.
• Track record of reviewing work prepared by other people, including writing review notes, clearing them, and deciding when something was ready to release.
• Technical writing skills: ability to frame an issue, reach a defensible position, document the basis, and explain the conclusion.

Nice To Haves

• In-Depth Tax Program or an equivalent Canadian tax specialisation.
• Experience with CRA or provincial audits and correspondence.
• Experience directing external tax advisors rather than receiving output.
• Experience in financial services, fintech, or another regulated multi-entity environment.
• Familiarity with Taxprep, NetSuite, Taxnet Pro or comparable tools.

Responsibilities

• Prepare or review the income tax provision each month, quarter, and year, covering current and deferred tax, the effective tax rate reconciliation, provision-to-return true-ups, and tax account reconciliations.
• Set the technical standard for direct tax, including what gets independently recalculated, what can be accepted on the preparer's support, and what evidence a review leaves behind. Shape the workpapers, registers, and review workflow.
• Analyze and document any new and significant and/or complex tax positions, from recognition and recoverability of deferred tax assets to attributes and loss pools through entity changes, EIFEL restrictions, and uncertain treatments under IFRIC 23. Refresh positions annually.
• Review T2 and provincial corporate income tax returns across the entity group, along with instalments, elections, and information returns. Keep the compliance calendar current and follow through with true-ups to returns and notices of assessments.
• Investigate and resolve discrepancies in assessment and refund amounts by proactively following up with tax authorities and other internal tax function areas.
• Ensure tax return working papers are prepared in an audit-ready manner, with clear substantiation and source documents maintained within tax ownership to support positions taken.
• Produce and upkeep entity-level tax memos for each legal entity, outlining business operations, tax adjustments, and the basis of treatment linked to the relevant Income Tax Act or Regulation sections.
• Lead direct tax audit support, including the standing file, schedules requested by authorities, and technical responses to the CRA and Revenu Québec.
• Ensure special tax elections/waivers for tax exemptions or deferrals are filed on time, in the appropriate method, and evidence is retained for audit defense.
• Assist the Tax Director in advising the business on the direct tax consequences of transactions, entity changes, and reorganisations.

Benefits

• Top-tier health benefits and life insurance
• Long-term group savings with employer match, through Wealthsimple for Business
• 20 vacation days, 4 wellness days, and unlimited sick and mental health days per year
• 90 days away: work outside Canada for up to 90 days per year
• Employee resource groups, including Rainbow (2SLGBTQ), Women of WS, and Black at WS

What This Job Offers

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