VP, Fund Taxation

CI Financial•Toronto, ON

3d•Onsite

About The Position

CI Financial is seeking a visionary and results-driven Vice President, Fund Taxation to lead the strategic direction, governance, and execution of all fund taxation matters across CI’s suite of investment products—including mutual funds, ETFs, closed-end funds, mutual fund corporations, and segregated funds. This executive role will shape Fund tax policy, drive operational excellence, and ensure compliance with evolving regulatory frameworks, while partnering cross-functionally to support innovation and growth.

Requirements

Visionary and results-driven leader
Expertise in fund taxation matters across various investment products (mutual funds, ETFs, closed-end funds, mutual fund corporations, segregated funds)
Experience in shaping tax policy and driving operational excellence
Knowledge of evolving regulatory frameworks
Ability to partner cross-functionally
Experience in tax planning to optimize fund performance, investor outcomes, and operational efficiency
Experience in modernizing and streamlining processes with third-party vendors
Experience overseeing tax distribution and allocation cycles (monthly, quarterly, annually)
Experience directing review and approval of mock and final year-end distributions, tax factors, and investor tax slips
Experience ensuring accurate and timely filing of fund tax returns
Experience leading CRA and external audit engagements
Experience developing and executing policies and procedures for fund taxation
Experience monitoring and interpreting changes in tax legislation and regulatory requirements
Experience overseeing PFIC reporting, HST blended rate calculations, withholding tax reclaims, and international tax documentation
Experience reviewing tax disclosure in prospectuses and legal documentation
Experience ensuring robust internal controls and documentation standards
Ability to partner with Legal, Product, Marketing, Sales, Client Services, and Operations
Experience representing Fund Taxation in enterprise initiatives
Experience leading enhancement of tax optimization tools and reporting platforms
Leadership and mentoring skills for a high-performing tax team
Experience managing relationships with external tax advisors, custodians, and service providers
Comfortable in a fast-paced environment
Ambition
Curious mindset for continuous learning
Willingness to go the extra mile

Responsibilities

Define and execute the enterprise-wide fund taxation strategy aligned with CI’s business objectives and regulatory landscape.
Serve as the senior tax authority for CI’s investment products, advising executive leadership on tax implications of product development, fund structures, and corporate actions.
Lead tax planning initiatives to optimize fund performance, investor outcomes, and operational efficiency.
Design and execute on all modernization efforts to streamline and add controls on oversight of our strategic third party vendors.
Oversee the full tax distribution and allocation cycle—monthly, quarterly, and annually—for all CI funds.
Direct the review and approval of mock and final year-end distributions, tax factors, and investor tax slips.
Ensure accurate and timely filing of fund tax returns, and lead CRA and external audit engagements.
Develop and execute policies and procedures for fund taxation.
Monitor and interpret changes in tax legislation and regulatory requirements; proactively adjust policies and procedures to maintain compliance.
Oversee PFIC reporting, HST blended rate calculations, withholding tax reclaims, and international tax documentation (e.g., W8 BEN-E, CRS, W9).
Review tax disclosure in prospectuses and legal documentation.
Ensure robust internal controls and documentation standards across all fund taxation processes.
Partner with Legal, Product, Marketing, Sales, Client Services, and Operations to support tax-related inquiries and disclosures.
Represent Fund Taxation in enterprise initiatives including fund launches, mergers, terminations, and system enhancements.
Lead the enhancement of CI’s tax optimization tools and reporting platforms.
Lead and mentor a high-performing tax team, fostering a culture of accountability, innovation, and continuous improvement.
Manage relationships with external tax advisors, custodians, and service providers to ensure timely and accurate tax reclaim filings and information exchange.