Tax – Senior Vice President
Confirmed live in the last 24 hours
iCapital Network

501-1,000 employees

Toronto, ON, Canada
Experience Level
Desired Skills
Sales & Account Management
  • Minimum 10+ years of experience in Canada Tax at a Senior Manager level
  • A completed account designation LLB., J.D., or master's degree a plus
  • Experience with managing client expectations and communications, as well as solution development
  • Understanding of investment partnership taxation and mutual fund trusts taxation
  • Intermediate Excel skills
  • Comfortable learning new systems and technology
  • Proven ability to multi-task and work both independently and as a team player in a fast-paced, demanding environment
  • Strong verbal, written, and interpersonal communication skills
  • Willingness to learn new topics and work in an evolving business environment
  • Organized, self-motivated, detail-oriented, and able to see the big picture
  • Passionate about being a part of our iCapital team and representing our company with integrity, dignity, and pride
  • Lead fund tax structuring for the creation of complex funds, including MFTs, Trusts, LPs, Master Feeders, and corporate entities along with providing recommendations on using blockers and structuring offshore investment vehicles for tax efficiency
  • Collaborate with legal, tax and business to analyze, identify, and draft efficient tax outcomes for new fund launches
  • Provide guidance and oversight on OIFP, FAPI, MDR and Dry Income across funds
  • Determine applicable tax treaty rates, claims and documentation to support lower tax rates on income distributions to the Canadian funds
  • Partner with Canada Product Development and Sales colleagues to identify tax-related reporting needs and compliance requirements associated with different structures in Canada and build scalable processes to support them
  • Coordinate and oversee third-party tax preparers and administrators on Canadian Revenue Agency (CRA) and province filings for all the Canada funds (including, HST/GST, T5013, and T3s)
  • Oversee annual HST/GST compliance process and investor outreach
  • Assist in Canada fund launch activities, including tax due diligence and compliance support model setup
  • Reconcile and review investor demographics and tax documentation to support accurate tax treatment and resolve data discrepancies
  • Draft and monitor various internal and external calendars for different stakeholders such as investor relations, sales teams, and client relationship managers, and adhere to client service expectations
  • Manage the collection and distribution of tax information from underlying funds for all the Canada funds
  • Review taxable income calculation and allocations along with T5013, T3, NR4, T5 forms, and other related Canada tax slips
  • Coordinate wire payments and/or check requests for the Canadian funds
  • Participate in industry regulatory and tax forums (i.e., of PMAC (RIA Association) and CAASA (Canadian Alts Association and SIFMA in the US)
  • Respond to federal and province tax notices, audits, and inquiries for the funds
  • Document and maintain procedures, workflows, metrics, and tax service level agreements
  • Manage Canada tax changes and educate internal stakeholders on Canadian tax matters
  • Manage US FATCA and the Common Reporting Standard process with external providers