Senior Manager, Tax (Canada)

Apex Group Ltd•Mississauga, ON

1d•CA$165,000 - CA$185,000

About The Position

The Apex Group is a leading global fund administration and middle office solutions provider, established in 2003. With over 13,000 employees across 112 offices worldwide, Apex Group is committed to empowering its employees and fostering a culture of innovation and growth. This role is crucial in managing and executing various tax-related functions for funds and partnerships, ensuring compliance with Canadian tax regulations and supporting client needs.

Requirements

7+ years of Canadian tax experience, preferably in asset management, funds, or partnerships.
Strong knowledge of Canadian income tax rules, SLFI/GST/HST, FATCA/CRS, and foreign affiliate reporting.
Experience with Tax Prep, Paxus, and fund administration systems.
Ability to manage multiple deadlines, prioritize effectively, and communicate clearly with clients.
CPA designation.

Nice To Haves

CICA in-Depth taxation / Masters in Taxation (MTax) preferred.
Strong analytical skills and comfort working with large data sets.
Proactive, organized, and comfortable owning processes end-to-end.
Strong communicator who can explain tax concepts to non-tax stakeholders.
Enjoys improving processes, documentation, and automation.
Thrives in a fast-paced environment with evolving client needs.

Responsibilities

Prepare and review year-end distribution calculations for funds and partnerships.
Complete and review Canadian tax returns and investor reporting slips (T3, T5013, T5008).
Manage annual FATCA and CRS due diligence, reporting, and investor classification.
Prepare SLFI GST/HST filings and ensure compliance with special attribution rules.
Prepare and review foreign affiliate reporting packages (T1134).
Run mock tax calculations for planning, forecasting, and client discussions.
Process investor ACB updates and manage workflows with large clients.
Participate in tax planning kickoff meetings and support structuring discussions.
Review client onboarding reports, set up tax profiles, and ensure smooth integration into tax processes.
Maintain investor-level ACB and ARA data within tax software.
Lead internal training, monitor legislative changes, and update templates, binders, and process documentation.
Support automation initiatives and coordinate with operations teams.
Issue invoices and follow up with clients on outstanding items.
Utilize Tax Prep software for compliance, reporting, and workflow management.