Publié il y a 10 mois
Senior Analyst- Business Tax (Financial Services)
@ Querentia Inc.
Toronto, Ontario
En bref
Querentia Inc. is hiring a Senior Analyst for Business Tax in financial services on a contract basis. The role provides tax compliance, advisory and CRA support to investment funds such as mutual funds, ETFs and pooled funds, and requires a CPA designation and 2+ years of Canadian investment fund tax experience.
Responsabilités :
- Review annual T3, T2 and T5013 tax compliance for investment funds
- Review fund distribution calculations and T3 investor slips
- Advise on complex fund transactions and tax treatment
- Support audits, CRA inquiries and notices of assessment
- Monitor tax legislation and guide internal teams and clients
Résumé des exigences :
- CPA designation (Canada) with an undergraduate degree in Accounting, Finance or Business
- Minimum 2+ years of Canadian tax experience focused on investment funds
- Expertise in trust and partnership tax rules and mutual fund structures
- Knowledge of FATCA, CRS, PFIC and withholding tax
- CICA In-Depth Tax Course or Master's in Taxation preferred
Outils et compétences
Source et dates
Type de source non vérifié · jsonld
- Date publiée par l’employeur
- 2026-01-15
- Première détection par notre source
- 2026-10-26
- Mise à jour du dossier source
- 2026-11-09
Ces dates décrivent le dossier source, pas une vérification en direct du recrutement. Consultez l’offre originale.
Détails du poste
| Niveau | Senior |
| Domaine | Finance et comptabilité |
| Expérience | 2 an(s) et plus |
| Milieu de travail | Bureau |
| Position | Surtout assis |
| Exigences physiques | physique faible · ordinateur élevé |
| Langues | English |
| Permis et certifications | CPA |
| Formation | Baccalauréat (exigé) |
| Domaines d’études | Accounting, Finance, Business |
Résumé et détails rédigés par l’IA à partir de l’offre; l’offre de l’employeur fait foi.
Querentia Inc.
| Champ | Valeur |
|---|---|
| Offres sur Jobsy | 331 |
Senior Analyst - Business Tax (Financial Services)
Role Overview
As a Senior Analyst - Business Tax (Financial Services), you will provide tax-related services to investment fund clients including mutual funds, ETFs, pooled funds, and asset management firms. Working as part of a collaborative team, you will support compliance, optimize tax positions, and deliver high-quality tax advisory services. You will assist in managing tax filings, reviewing complex fund transactions, and ensuring sound tax management and regulatory compliance.
Key Responsibilities
• Oversee and review annual tax compliance for a portfolio of investment funds, including Trust (T3), Corporate (T2), and Partnership (T5013) tax returns and related filings
• Review fund distribution calculations (monthly, quarterly, and annual) to ensure accurate unitholder tax reporting, including T3 slips for investors
• Act as a key contact for fund administrators and clients, supporting tax reporting processes and timelines
• Provide tax advisory support on complex fund transactions and ensure appropriate tax treatment, including review of corporate actions and their tax implications
• Support financial statement audits from a tax perspective and assist with responses to Canada Revenue Agency (CRA) inquiries, notices of assessment, and audits
• Review tax-related disclosures in fund offering documents and prospectuses for accuracy and compliance with tax laws
• Assist in establishing and advising on fund tax policies, procedures, and internal controls to manage tax risk and ensure compliance
• Monitor changes in tax legislation and industry developments and provide timely guidance to internal teams and clients
Required Skills and Qualifications
• CPA designation (Canada) or equivalent with an undergraduate degree in Accounting, Finance, or Business
• Minimum 2+ years of relevant experience in Canadian Tax with a focus on investment funds or financial services tax
• Completion of the CICA In-Depth Tax Course or a Master’s in Taxation preferred
• Demonstrated expertise in investment fund taxation, including trust and partnership tax rules, mutual fund structures, and compliance requirements
• Experience preparing or reviewing complex fund tax filings, including T3, T2, and T5013 returns and investor slips
• Familiarity with international tax considerations for funds (FATCA/CRS, PFIC, withholding tax) and cross-border tax coordination
• Strong leadership and project management skills with the ability to manage multiple engagements
• Excellent communication and advisory skills with the ability to explain complex tax matters to non-specialist stakeholders
• Proven experience mentoring and developing high-performing teams
• Business development mindset with experience building client relationships and supporting proposals
• Proficiency in tax research and compliance tools such as Taxprep and iFirm; experience with fund accounting systems (MPower, InvestOne, Eagle, or similar) is an asset
Journal
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