Interim Tax Manager (Hybrid in Toronto, CA) - Toronto, Ontario, Canada - 11740 - RGP

About This Role

The Interim Tax Manager is responsible for tax compliance for more than 260 funds including mutual funds, pooled funds, segregated funds, limited partnerships, exchange traded funds and a mutual fund corporation administered by a third-party administrator. This is a hands-on position that primarily focuses on investment funds in Canada and reports to the Head of Tax- Investment Fund. Development opportunities will be available for offshore alternative funds.

What You Will Work On

Responsible for overseeing funds' mock and year-end distribution review process by acting as a key contact person to liaise with fund administrator, external tax advisors, and internal wealth management business partners. Understand the fund accounting and the implication to tax distribution.
Review and file T3 tax returns and related tax forms for the funds prepared by external tax advisor.
Knowledge of the investment fund industry and familiarity with various asset classes including mutual fund trusts and mutual fund corporations.
Review HST returns and PFIC factors.
Track and maintain proper audit trail of tax issues and matters. Ensures proper follow through and issues resolution.
Reviews certain corporate actions for proper treatment. Provide advice on the proper handling of complicated corporate actions.
Assist in reviewing tax-related disclosures in fund prospectuses, offering documents, and related legal documents.
Assist in establishing and maintaining proper policies, procedure and ensure controls are executed in managing tax risks.
Keep abreast of and provide timely notification of upcoming, pending, and approved tax legislative changes.
Strong attention to detail and ability to work with precision and meet tight deadlines.

What You Will Bring

University degree in accounting, taxation, or a related business administration discipline. Enrolment or completion of CICA in-depth tax courses I and II is an asset.
3-5 Years investment funds related tax experience in a major accounting firm, asset manager or fund administrator.
Demonstrated tax experience with mutual fund corporations, partnerships, trusts, regulated investment entities, various security types and derivatives.
Strong technical research, analytical and problem-solving skills.
Strong communication, teamwork and relationship building skills.
Strong organizational skills and ability to consistently meet tight compliance deadlines.
Self-motivated person who can take initiative to improve tax related processes and procedures.
Proficient with Microsoft Excel, Word and MS office applications; and with tax databases and applications.

What You Can Expect

An inspirational place for you to do your best work, be engaged in meaningful ways, and continually develop the skills, competencies and qualities that set our team apart.
Compensation commensurate with your qualifications, experience, and other factors including geographic location, market and operational factors. 
Total Rewards include: Medical, Dental, Vision, Life Insurance, Disability Insurance, 401(k) Savings Plan, Employee Stock Purchase Plan, Professional Development Program, Paid Time Off and Paid Sick Time (in geographies where legally required).

What We Do

At RGP, we're creating a future where businesses produce their best work without constraints. We've built a global network of over 2,600 experts across four regions, providing a comprehensive suite of solutions across on-demand talent, next-generation consulting, and outsourced services to support organizations at every stage of their growth journey. Trusted by Fortune 100 companies and emerging disruptors alike, we challenge conventional ways of working, drive growth, and pave the way for long-term success through bold innovation and fearless collaboration.

Our values guide everything we do and strengthen our commitment to people. By combining smart processes, human-centered design, and advanced technology, we celebrate our team's excellence and ensure we grow together. We believe in the power of continuous learning and development to drive both individual and organizational success. It’s time to rethink how work gets done. Dare to Work Differently® with RGP.

RGP is proud to be an Equal Opportunity Employer and committed to creating an inclusive environment for all employees. We do not discriminate on the basis of race, color, religion, national origin, gender, pregnancy, sexual orientation, gender identity, age, physical or mental disability, genetic information, veteran status, or any other legally protected trait and encourage all applicants to apply. 