VP, Fund Taxation

CI Financial•Toronto, ON

8d•Onsite

About The Position

At CI, we see a great place to work as one that is a safe place for everyone to have a voice, where people are empowered to take ownership over meaningful work, where there is an opportunity to grow through stretching themselves, where they can work on innovative products and projects, and where employees are supported and engaged in doing so. 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. CI Financial is an independent company offering global wealth management and asset management advisory services through diverse financial services firms. Since 1965, we have consistently anticipated and responded to the changing needs of investors. We are driven by a commitment to provide individuals and institutions with the highest-quality investments and advice. Our commitment to the highest levels of performance means that whatever their position, CI employees must be comfortable in a fast-paced environment that will stretch them to tap into their highest potential. Employees with a healthy dose of ambition, a desire to commit to a curious mindset for continuous learning, and a willingness to go the extra mile thrive at CI.

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.