VP, Tax Strategy

Picton Mahoney Asset Management•Toronto, ON

7d•Hybrid

About The Position

At Picton Mahoney Asset Management (PICTON Investments), we are an independent, privately run, 100% employee-owned firm with a 20-year history of challenging conventional wisdom and redefining the investing landscape. We manage $19.6 billion for institutional and retail clients, driven by a mission to bring greater certainty to investors. Our success is built on four guiding principles: Treat investors’ money like our own; Redefine the way investors invest; Be human, always approachable; and Succeed together, one investment at a time. We are entering a new chapter, transforming our brand and reshaping the way the world invests. We seek ambitious professionals who embrace an entrepreneurial spirit and thrive in a dynamic, bureaucracy-free environment to join us. In our creative and dynamic workplace, collaboration and support are core. You will have the opportunity to take on significant responsibilities, work in a flexible environment, and tackle challenging projects from the outset. Our culture is designed for ambitious professionals who want to make an immediate impact while continuing to push boundaries and achieve our greater mission. You’ll be empowered with a high level of responsibility, trust, and flexibility, providing an exciting and creative space to help reshape how the world views alternative investments. With competitive total rewards, performance-based bonuses, and a clear path for career growth, you’ll have everything you need to develop both now and over the longer term.

Requirements

CPA, CA, or TEP, LLM tax designation preferred.
Strong knowledge of Canadian personal taxation, investment taxation, and tax-efficient portfolio construction.
Strong working knowledge across income tax strategies, wealth transfer planning, estate planning, trust structures, registered accounts, and concentrated position solutions.
Strong understanding of portfolio management, wealth management, and investment products, including alternatives.
Experience working with advisors, investment firms, portfolio managers, or high-net-worth clients.
Demonstrated ability to translate complex technical concepts into clear, actionable insights for advisors and investors, including in live settings.
Strong written and verbal communication skills; experience creating content or speaking publicly is an asset.
Experience partnering with Compliance and Marketing teams to develop advisor- and investor-facing communications within a regulated environment.
An existing or developing profile through speaking, writing, or industry contributions is an asset.
Ability and willingness to travel extensively in support of advisor and client engagement.
Existing industry registration, or ability to obtain registration if required.
French bilingual capability is a meaningful asset given PICTON’s advisor and client presence in Québec.

Nice To Haves

French bilingual capability is a meaningful asset given PICTON’s advisor and client presence in Québec.

Responsibilities

Serve as a key subject matter expert on tax-aware investing and after-tax portfolio outcomes.
Develop frameworks and strategies to improve after-tax returns across investment portfolios and client segments.
Partner with Portfolio Management teams to incorporate tax efficiency into portfolio construction, asset location, capital gains management, and income strategies.
Advise on tax implications related to product design, investment strategies, and client outcomes.
Stay current on Canadian tax legislation, CRA guidance, and emerging trends, assessing implications for clients, portfolios, and the firm’s investment offerings.
Apply expertise across income tax strategies, wealth transfer planning, estate considerations, concentrated positions, and registered account optimization.
Act as a trusted resource for advisors across Canada, building credibility and presence over time.
Partner with Distribution teams in advisor meetings, conferences, roadshows, webinars, and key client events.
Develop practical tools, insights, and educational materials that help advisors communicate the value of tax-aware investing to their clients.
Support PICTON’s growth objectives by strengthening advisor confidence, deepening relationships, and contributing to asset growth and net flows.
Maintain a strong pulse on advisor needs, competitive dynamics, and evolving client expectations within Canadian wealth management.
Help develop and refine PICTON’s tax philosophy and advisor-facing tax narrative.
Create clear, compelling, and substantiated messaging around tax-aware investing, after-tax returns, tax-loss harvesting, and tax-efficient investment strategies.
Partner with Compliance, Legal, Marketing, and Product teams to ensure all tax-related communications are accurate, balanced, and effective.
Develop white papers, articles, videos, podcasts, presentations, and other thought leadership materials that help advisors and investors engage with tax-aware investing.
Represent PICTON at industry conferences, client events, and in media, with the opportunity to grow into a recognized industry voice.
Partner with Product and Investment teams to develop and evolve tax-aware investment solutions, including direct indexing and personalized portfolios, tax-loss harvesting strategies, tax-efficient income solutions, after-tax performance analytics, and new tax-aware portfolio construction methodologies.
Evaluate emerging technologies, research, and industry best practices related to tax optimization and personalization.