Senior Manager, Fund Tax Advisory - Finance

Scotiabank • Toronto, ON

4d • Onsite

About The Position

The Senior Manager, Fund Tax Advisory is a key member of the Scotia Fund Tax Advisory & Oversight team, responsible for supporting tax projects within the Scotia Global Asset Management (SGAM) group by providing tax support expertise and project management. This role involves working with the Director, Fund Tax Advisory & Oversight to bring tax expertise and project management skills to domestic and global fund tax product initiatives and technical projects.

Requirements

• Professional designation (example: CPA, JD/LLB) or equivalent experience.
• CPA Canada In-depth tax course or MTAX or commensurate or demonstrated ability to oversee complex tax planning projects.
• At least 6 years of experience in a professional organization or funds industry providing tax technical planning/project management in complex contexts.
• Ability to communicate complex concepts to non-technical executives and others.
• Ability to negotiate and influence others to ensure change is adopted and effected.

Responsibilities

• Work with the tax advisory-focused team to deepen client relationships and leverage broader Bank relationships, systems and knowledge.
• Take a key role with the fund tax advisory team in the management of domestic and global fund product development projects.
• Provide tax technical support on domestic and global fund product structuring and development projects, including coordination with external professional tax service providers.
• Bring experience and knowledge of domestic and global fund product structuring (e.g., LATAM, Cayman, Irish UCIT, Lux umbrella structures, etc.).
• Work with stakeholders (e.g., SGAM Product and Investment management teams, legal and regulatory colleagues) in resolving tax technical matters arising from various sources (e.g., external tax audits, internal investment team queries, complex securities review, corporate actions review).
• Take a key role with the fund tax advisory team in the management and resolution of fund tax technical matters brought forward by the fund tax distributions and compliance operational team.
• Liaise with operational management and external advisors to provide fund tax technical information and/or advice with respect to the various business lines regarding fund distribution/ compliance matters, fund reporting, investor level reporting, global withholding tax positions, fund financial reporting, etc.
• Contribute to the coordination of resource planning and allocation between the tax directors and senior managers responsible for scheduling and resource utilization within the various fund families.
• Identify fund tax planning opportunities that may arise from projects encountered.
• Understand how the Bank’s risk appetite and risk culture should be considered in day-to-day activities and decisions.
• Contribute to an environment in which their team pursues effective and efficient operations of their respective areas in accordance with Scotiabank’s Values, its Code of Conduct and the Global Sales Principles, while ensuring the adequacy, adherence to and effectiveness of day-to-day business controls to meet obligations with respect to operational, compliance, AML/ATF/sanctions and conduct risk.
• Build a high-performance environment and implements a people strategy that attracts, retains, develops and motivates their team by fostering an inclusive work environment and using a coaching mindset and behaviours; communicating vison/values/business strategy and managing succession and development planning for the team.

Benefits

• A rewarding career path with diverse opportunities for professional development.
• Internal development to support your growth and enhance your skills.
• An organization committed to making a difference in our communities– for you and our customers.
• We have an inclusive and collaborative working environment that encourages creativity, curiosity, and celebrates success!

What This Job Offers

• Job Type: Full-time
• Career Level: Senior
• Education Level: No Education Listed