Full-Time

Director – Corporate Tax

Confirmed live in the last 24 hours

Wealthsimple

Wealthsimple

1,001-5,000 employees

Financial technology for investing and taxes

Fintech
Financial Services

Senior

Remote in Canada

Category
Tax Accounting
Accounting
Requirements
  • Bachelor’s degree in Accounting, Finance, or related field; CPA preferred.
  • 10+ years of progressive tax experience, including managerial experience. Experience in a similar role within a large corporation or public accounting firm is highly desirable.
  • In-depth knowledge of Canadian income tax and indirect tax laws and regulations.
  • Strong analytical, problem-solving, and organizational skills.
  • Excellent communication and interpersonal skills.
Responsibilities
  • Develop and execute tax strategies, identifying areas for tax efficiencies and make recommendations that are compliant with tax laws and regulations.
  • Provide strategic tax advice on acquisitions, divestitures, and other investment opportunities.
  • Provide tax support to Finance, Legal, and PeopleOps teams on employee and corporate matters, contracts with third parties, investment structures as well as other requests that arise.
  • Take a lead role in managing the tax compliance and tax authority audits for our entities.
  • Oversee the preparation of tax provisions and disclosures in financial statements in accordance with relevant accounting standards.
  • Manage relationships with external tax advisors, auditors, and tax authorities.
  • Identify and manage tax risks associated with the company’s operations and investments.
  • Develop and implement policies and procedures to ensure compliance with all applicable tax laws and regulations.
  • Produce memos, letters, emails, correspondence, and reports tailored to the audience, effectively communicating in technical, business, and plain language as necessary.
  • Monitor changes in tax laws and regulations and assess their impact on the organization, providing strategic guidance to senior management.

Wealthsimple provides a range of financial tools that help individuals manage their finances effectively. Their services include automated investing, commission-free stock trading, cryptocurrency investments, and tax filing assistance. Users can access these services through a digital platform that is designed to be easy to use, particularly for young professionals and tech-savvy individuals. Unlike many traditional financial services, Wealthsimple focuses on a user-friendly experience and aims to make financial management accessible to everyone. The company's goal is to simplify the process of investing and managing money, making it more approachable and less intimidating for users.

Company Stage

Late Stage VC

Total Funding

$826.6M

Headquarters

Toronto, Canada

Founded

2014

Growth & Insights
Headcount

6 month growth

6%

1 year growth

22%

2 year growth

28%
Simplify Jobs

Simplify's Take

What believers are saying

  • Wealthsimple's AUA reached $50 billion, indicating strong market presence.
  • The rise in public markets boosts Wealthsimple's valuation and growth potential.
  • Increased interest in sustainable investing aligns with Wealthsimple's ESG-focused portfolios.

What critics are saying

  • Increased competition from zero-commission brokers may erode Wealthsimple's market share.
  • Invite-only rollout of Wealthsimple Cash could limit user adoption and growth.
  • Mainstream cryptocurrency adoption may disrupt Wealthsimple's current offerings.

What makes Wealthsimple unique

  • Wealthsimple offers a user-friendly platform for tech-savvy, young professionals.
  • The company provides a diversified portfolio of ETFs for automated investing.
  • Wealthsimple integrates tax filing services with its financial management tools.

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