Company Information:

CIBC Mellon is a leading provider of asset servicing solutions to institutional investors in Canada, including multi-currency accounting, fund valuation, and investment information reporting. We are passionate about providing exceptional client service backed by our culture of innovation and success. Our outstanding employee experience will provide you with opportunities to learn and grow professionally while supporting the communities in which you live and work.

We are a diverse and dynamic workplace where employees take an active role in delivering on strategic objectives while advancing their individual career goals. We encourage innovative thinking and give our employees the support and resources they need to turn great ideas into actions.

We’re always looking for talented people who can make a meaningful difference for our clients, our company and our communities. To learn more about why our employees love coming to work each day, visit www.cibcmellon.com/experience.

Position Overview:

The Tax Manager, Recordkeeping and Pension Benefits is responsible for leading and overseeing all aspects of Recordkeeping and Pension Benefit’s tax operations and reporting. This role combines operational management, program planning, and regulatory compliance to ensure accurate and timely delivery of tax remittance, reporting, and year-end readiness. The Tax Manager, Recordkeeping and Pension Benefits provides leadership, guidance, and technical expertise to the team, while also working closely with internal stakeholders, vendors, and regulatory bodies to implement tax policies, resolve issues, and drive continuous improvement.

Responsibilities:

• Leads, guides, and manages daily operations of the Recordkeeping and Pension Benefits Tax Reporting team, providing technical expertise, operational advice, and performance coaching.

• Monitors and manages employee processes including recruitment, training, performance reviews, and individual/team development.

• Establishes service and performance standards, ensuring compliance with tax regulations, policies, and internal controls

• Oversees preparation, issuance, and filing of all Recordkeeping and Pension Benefits tax slips, reconciliations, attestations, and related reporting to clients (unitholders) and tax authorities.

• Manages CRA and MRQ requests, tax audits, and all vendor-related activities.

• Ensures adherence to legislative, regulatory, and procedural changes while identifying process

improvement.

• Develops and maintains the annual tax year-end program plan, playbooks, and readiness deliverables across CSD, IT, Fund Accounting, and Recordkeeping and Pension Benefits teams.

• Coordinates testing activities, mock runs, and production fixes, ensuring timely execution and issue resolution.

• Chairs regular meetings with internal and external stakeholders to track progress, address risks, and provide updates on operational readiness.

• Serves as an escalation point for client and internal issues, providing resolution and technical expertise.

• Collaborates with leadership, governance committees, and vendors to implement tax-related initiatives, risk mitigation strategies, and client experience improvements.

• Prepares and delivers operational dashboards, readiness reports, and post-mortem analyses for management and governance forums.

• Identifies opportunities to enhance operational efficiency, strengthen internal controls, and improve the client experience.

• Oversees documentation, approval, and implementation of business requirements, system changes, and departmental policies.

• Manages the departmental Business Recovery Plan to ensure operational resilience.

Qualifications:

• University degree or equivalent in Finance, Accounting, Tax or related discipline

• 5 – 7 years of general business experience including managing SME / project teams

• Exposure to fund industry; recordkeeping experience

• Demonstrated ability to manage a portfolio of multiple concurrent initiatives

• Demonstrated ability to manage a diverse group of stakeholders (internal and external)

· Adaptability to a changing environment and requirements · Strong facilitation, communication and presentation skills

CIBC Mellon's Values:

Get it Right Every Day: Deliver service excellence while always acting with the highest ethical standards
Put Clients at the Centre: Advocate for clients by listening, sharing knowledge, and bringing the right solutions forward
Be One Family: Challenge, empower and recognize your colleagues
Take Ownership: Speak up, speak out, and make things better