Senior Tax Manager

Senior Tax Manager – Asset Management

Toronto, ON | Hybrid | Full-Time, Permanent

Company Overview

An established global professional services firm is looking to expand its growing Asset Management Tax practice. The firm works with a diverse portfolio of investment fund clients, providing specialist tax and advisory services across complex Canadian and cross-border mandates. This is an opportunity to join an established practice within a technology-enabled environment, working alongside experienced tax professionals and taking ownership of significant client engagements. The firm offers a collaborative culture, opportunities for professional development and the ability to make a meaningful contribution to the continued growth of the practice.

Role Overview

The Senior Tax Manager will play a key leadership role within the Asset Management Tax practice, overseeing large and complex investment fund tax engagements throughout their full tax lifecycle.

Working closely with clients and internal teams, you will provide technical expertise, lead engagement delivery, review complex tax work and support the development of junior professionals. This role offers a combination of technical tax work, client relationship management and people leadership.

Key Responsibilities

As Senior Tax Manager, you will be responsible for:

• Lead large and complex investment fund tax engagements across the full fund lifecycle.
• Plan engagements, allocate resources and organise teams to deliver Canadian and cross-border tax mandates.
• Review work prepared by managers and junior team members, ensuring technical accuracy, completeness and quality.
• Provide ongoing technical guidance, coaching and mentorship to support the professional development of the team.
• Leverage technology-enabled platforms to deliver operational and regulatory tax reporting, including fund distributions, Canadian tax compliance and US Passive Foreign Investment Company (PFIC) reporting.
• Build and maintain strong client relationships through direct interaction, acting as a trusted advisor and an extension of clients' teams.
• Identify and implement process improvements to enhance efficiency, quality and consistency across engagements.
• Proactively manage engagement risks, competing priorities and technical challenges, ensuring effective and commercially sound solutions.

Qualifications and Experience

• CPA designation is required.
• Minimum 7 years of experience in public accounting tax and/or the asset management or investment fund industry.
• Strong understanding of tax issues affecting the asset management and investment fund sectors.
• Experience leading teams and managing multiple engagements in a deadline-driven environment.
• Proven ability to review complex tax work and provide clear, constructive technical direction.
• Strong written and verbal communication skills, with the confidence to engage directly with clients and senior stakeholders.
• Demonstrated ability to anticipate challenges, exercise sound professional judgment and resolve issues efficiently.
• Completion of the CPA In-Depth Tax Course is considered an asset.

What We Offer

• Base Salary: $113,500 – $163,500.
• Bonus: Eligibility for performance-based bonus awards.
• Benefits: Comprehensive and competitive total rewards package.
• Working Arrangement: Hybrid working environment based in Toronto.
• Career Development: Opportunities for continued professional development, technical growth and leadership within an established Asset Management Tax practice.
• Technology: Exposure to technology-enabled platforms and processes supporting complex investment fund tax reporting.

Recruitment Notice

This posting is for an existing vacancy. Artificial intelligence tools are used to help screen and assess applicants for this role. Accommodations are available on request at any stage of the recruitment process.

Due to the volume of applications received, only candidates shortlisted for the position will be contacted.