Tax Analyst
Posted on 5/13/2023
Locations
Montreal, QC, Canada • London, UK
Experience Level
Entry
Junior
Mid
Senior
Expert
Requirements
- At least 3 years of relevant tax experience within the Financial Services tax team of a Professional Services firm or relevant industry experience
- Relevant recognized qualification (ACA, CTA, or equivalent)
- Team player with strong work ethic
- Self-motivated and able to work independently
- Excellent analytical skills and judgment
- Ability to multi-task as well as meet deadlines
- Strong interpersonal skills and exceptional organizational skills
- Detail oriented; demonstrates thoroughness and strong ownership of work
Responsibilities
- Assist with oversight of the tax risk management framework for all of the Group's investment products including the maintenance of internal policies and framework documents
- Help monitoring international tax developments and other tax projects as directed, for example considerations for addressing new markets/jurisdictions or new funds
- Support the team in the compliance obligations for the funds, including ASC 740, and investor reporting in the USA and the UK and launch of new fund vehicles
- Assist in and liaise with advisors on preparation and reporting requirements under CBCR, FATCA and CRS matters including registration and compliance
- Work with local advisors where appropriate to provide tax advice on miscellaneous matters
- Interaction with various other internal departments including Finance, Operations, Legal, Compliance, and HR