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CI Financial

Canadian asset manager growing through acquisitions

Tax Manager

Tax AccountingUpdated on Nov 13
Full-timeToronto, ON, Canada

About the Job

Requirements

  • At least 4 years of Canadian corporate tax experience in an accounting firm or relevant industry.
  • An accounting designation or other relevant experience or certification in an area of specialization.
  • Completion of at least Level 2 of the CPA Canada In-Depth Tax Course and/or relevant GST/HST courses.
  • Commitment to learning in a tax technology environment.
  • Strong project management and organizational skills.
  • Ability to work with tight deadlines.
  • Process-oriented approach and strong documentation skills.
  • Strong verbal and written communication skills.
  • Experience with corporate and partnership tax processes, including planning, compliance, provision, and controversy matters.
  • Experience with Selected Listed Financial Institution (SLFI) calculations and filings.
  • Understanding of accounting under IFRS, including current and deferred taxes under IAS 12.
  • Ability to keep technical knowledge current on legislative developments and tax authority decisions and apply them to complex situations.
  • Ability to maintain the confidentiality and proprietary nature of company information and work products.

Responsibilities

  • Prepare or review Canadian federal and provincial income tax returns, ensuring timely filing of tax forms and elections.
  • Prepare, review, or manage tax installments.
  • Prepare, review, or manage quarterly and annual global tax provision calculations, tax balance sheet maintenance, and financial statement disclosures.
  • Assemble and prepare documentation supporting annual transfer pricing studies and documentation.
  • Support management of tax audits and assessments through technical analysis and gathering documentation throughout the audit process.
  • Assist in preparing and reviewing GST/HST, QST, PST, and sales and use tax compliance processes.
  • Coordinate indirect tax processes with finance and operational teams.
  • Participate in special projects and perform technical research as assigned by management.
  • Partner with finance, accounting, legal, and treasury on tax reporting, tax audits, planning initiatives, and indirect tax compliance.

About the Company

CI Financial

Canadian asset manager growing through acquisitions

CI Financial builds and runs investment management and wealth-advisory platforms through a network of subsidiaries that manage assets and provide investment products and advisory services to individuals and institutions. Its platforms are advisor-facing, helping independent financial advisors and RIAs offer mutual funds, managed accounts, and other wealth-management services. The company differentiates itself by growing through acquisitions, creating a large, integrated footprint in Canada and the United States. Its goal is to scale into a leading diversified financial-services group serving a broad adviser network, a strategy that culminated in Mubadala Capital taking the company private in 2024.

Company size
1,001-5,000
Company stage
IPO
Headquarters
Toronto, Canada
Founded
1965

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