Who you are

• Bachelor’s degree
• Experience interacting with the CRA is preferred
• Willingness to learn new topics and work in an evolving business environment
• Work effectively with cross functional teams
• Demonstrated Excel skills
• Comfortable learning new systems and technology
• Organized, self-motivated, and detail-oriented with ability to see the big picture

What the job involves

• ICapital’s rapid expansion in the Canadian marketplace creates an opportunity for an experienced and talented tax professional to support its Canada expansion strategy in a newly created role within the Operations and Investment Product Management team
• This role, along with team members, will service all Canadian access funds for tax compliance related matters
• Assist with fund tax structuring discussion, coordinate with external tax providers and internal teams to ensure structuring material is well documented and accurately maintained
• Responsible for registration and account opening for income, sales tax and non-resident account with the CRA and Revenue Quebec for the feeder funds, maintaining the tax accounts, and handling correspondence with the revenue agencies on these matters
• Coordinate closely with Fund Administrator and Fund Finance teams to streamline the payment process
• Manage the mail tax notices including sorting, scanning, and logging in a timely and accurate manner
• Proactively communicate updates and feedback on the status of tax notices and correspond with the CRA with the assistance of external tax advisors
• Coordinate with internal teams and external service providers to ensure tax slips are posted on platforms successfully
• Coordinate the tracking and retrieval of tax documents, including but not limited to tax estimates, K-1s, and all tax documents for our third-party preparers
• Assist the external tax service provider in collecting information for Canadian income and sales tax return filings, as well as investor reach out for provincial allocation percentage for sales tax
• Create and maintain investment portal access for portfolio investments across multiple funds
• Manage mail including returned mails and other tax related mail correspondence
• Monitor tax email distribution lists and email boxes to ensure timely responses to inquiries

Benefits

• Employer-matched retirement plan;
• Generously subsidised health care with 100% employer-paid dental, vision, telemedicine, and virtual mental health counselling
• Generous unlimited paid-time off (PTO) and parental leave (benefits vary by country and not all benefits are offered in every location)