About the role
Director, Taxation
The opportunity
Reporting to Director, Regional Taxation and Global Enterprise Taxation (“Regional Director”), the Director will be responsible for assisting the Regional Director in overseeing the investment-related tax risk exposure and related tax issues of the Ontario Teachers’ Pension Plan Board (“Teachers’”) and its subsidiaries. This position will focus primarily on the tax exposure of Teachers’ and its subsidiaries, with respect to their related investments. Such tax exposures have a significant financial impact on the organization. Identification and management of potential tax risk provides value-added assistance in the Investment Division decision making process
Who you’ll work with
In this role you will collaborate with internal and external stakeholders including the investments, legal and taxation divisions and external advisors.
What you'll do
- Staying abreast of developments in investment-related tax laws and regimes in relevant jurisdictions around the world.
- Responsible for assisting in review and interpretation of tax structuring advice from advisors on new investments in private equity, infrastructure, natural resources, venture capital, real estate, public equities, fixed income securities, private equity funds and hedge funds.
- Acting as an internal resource to the Investment Division throughout the investment process.
- Assisting in the review of existing tax structures to ensure continued compliance with relevant tax regimes.
- Assisting the Regional Director, Head of Tax, and Chief Legal Officer with managing tax risk.
- Identifying and operationalizing key initiatives and projects
- Support Regional Director and Head of Tax in advocacy efforts with tax authorities and governments to generate positive legislative changes for Teachers’ both domestically and internationally.
- Serve as a strategic thought partner to the Regional Director and Head of Tax in continuously identifying areas for improvement and recommend pragmatic solutions.
- Identify and capitalize on opportunities to add value to the investment portfolio during the holding period. This includes leading the analysis and planning efforts to optimize the investment structure tax positions, ensuring compliance with relevant tax laws and regulations, and implementing strategies that minimize tax liabilities. By proactively seeking out tax efficiencies and leveraging available incentives to enhance the financial performance of the investment asset, we will ultimately contribute to its overall growth and success.
- Assist in managing key internal relationships with the Investments, Finance and Corporate Affairs departments.
- Maintaining independence from the Investment Division and investment decisions.
- Representing the tax group as the first-line of contact with the Investment Division .
- Builds strong relationships with stakeholders and demonstrates effective partnership and collaboration throughout the organization.
- Liaising with external tax service providers.
- Exercises appropriate judgement in reviewing proposals from external advisors to ensure they align with the Board’s risk management framework.
What you'll need
- Chartered Professional Accountant (CPA, CA), Certified Public Accountant (US CPA), law degree or comparable professional credentials.
- In-depth knowledge of Canadian or US taxation.
- Comprehensive knowledge of cross-border transactions and transaction tax.
- Solid understanding of tax matters specific to tax exempt entities such as Teachers’.
- Exposure to taxation in foreign jurisdictions is an asset.
- A minimum of 10 years income tax experience with experience in the investment industry.
- Proven ability to act in an ethical manner with a focus on preserving reputation.
- Proficient in critical thinking, capability to negotiate, influence and make recommendations, facilitate decisions to the Executive level within Teachers’.
- Proven experience building and maintaining strong cross-functional relationships and promoting collaboration within and across teams.
- Demonstrated writing skills, strong analytical skills, creativity in written presentation materials and strong oral presentation skills.
- Ability to adapt communications style based on the audience, and a proven skill to synthesize complex technical concepts into plain language for non-specialist audiences.
- Affinity for using technology to find efficient ways to collate and disseminate knowledge.
- Strong organizational/project management skills, with the ability to efficiently progress multiple assignments.
- Excellent attention to detail and consistently high levels of accuracy
- Demonstrates personal initiative, strives to innovate and build best practices but is highly attune to the need for pragmatic solutions.
- Energized by ideas, experiences and will encourage a learning environment.
- Ability to influence people with personal style and finesse rather than authority.
- A continuous learner who stays on top of business trends and tax technical changes.
- Flexible and able to work with light supervision and adaptable to change.
#LI-Hybrid #LI-VN
What we’re offering
- Pay-for-performance environment that offers competitive salary and incentive
- Numerous opportunities for professional growth and development
- Comprehensive employer paid benefits coverage
- Retirement income through a defined benefit pension plan
- The opportunity to invest back into the fund through our Deferred Incentive Program
- A flexible/hybrid work environment combining in office collaboration and remote working
- Competitive time off
- Our Flexible Travel Program gives you the option to work abroad in another region/country for up to a month each year
- Employee discount programs including Edvantage and Perkopolis
At Ontario Teachers', diversity is one of our core strengths. We take pride in ensuring that the people we hire and the culture we create, reflect and embrace diversity of thought, background and experience. Through our Diversity, Equity and Inclusion strategy and our Employee Resource Groups (ERGs), we celebrate diversity and foster inclusion through events for colleagues to connect for professional development, networking & mentoring. We are building an inclusive and equitable workplace where our talent is respected, accepted and empowered to be themselves. To learn more about our commitment to Diversity, Equity and Inclusion, check out
Life at Teachers'.
How to apply
Are you ready to pursue new challenges and take your career to the next level? Apply today! You may be invited to complete a pre-recorded digital interview as part of your application.
Accommodations are available upon request (peopleandculture@otpp.com) for candidates with a disability taking part in the recruitment process and once hired.
Candidates must be legally entitled to work in the country where this role is located.
Ontario Teachers’ may use AI-based tools to assist in screening and assessing applicants for this position. These tools may help us identify candidates whose skills and experience align with Ontario Teachers’ objectives by analyzing information provided in resumes and applications. Our use of AI does not replace human decision-making.
To learn more about how Teachers’ uses AI with your personal information, please visit our
Privacy Centre.
Functional Areas:
Finance
Vacancy:
Current
Requisition ID:
6626
About the role
Director, Taxation
The opportunity
Reporting to Director, Regional Taxation and Global Enterprise Taxation (“Regional Director”), the Director will be responsible for assisting the Regional Director in overseeing the investment-related tax risk exposure and related tax issues of the Ontario Teachers’ Pension Plan Board (“Teachers’”) and its subsidiaries. This position will focus primarily on the tax exposure of Teachers’ and its subsidiaries, with respect to their related investments. Such tax exposures have a significant financial impact on the organization. Identification and management of potential tax risk provides value-added assistance in the Investment Division decision making process
Who you’ll work with
In this role you will collaborate with internal and external stakeholders including the investments, legal and taxation divisions and external advisors.
What you'll do
- Staying abreast of developments in investment-related tax laws and regimes in relevant jurisdictions around the world.
- Responsible for assisting in review and interpretation of tax structuring advice from advisors on new investments in private equity, infrastructure, natural resources, venture capital, real estate, public equities, fixed income securities, private equity funds and hedge funds.
- Acting as an internal resource to the Investment Division throughout the investment process.
- Assisting in the review of existing tax structures to ensure continued compliance with relevant tax regimes.
- Assisting the Regional Director, Head of Tax, and Chief Legal Officer with managing tax risk.
- Identifying and operationalizing key initiatives and projects
- Support Regional Director and Head of Tax in advocacy efforts with tax authorities and governments to generate positive legislative changes for Teachers’ both domestically and internationally.
- Serve as a strategic thought partner to the Regional Director and Head of Tax in continuously identifying areas for improvement and recommend pragmatic solutions.
- Identify and capitalize on opportunities to add value to the investment portfolio during the holding period. This includes leading the analysis and planning efforts to optimize the investment structure tax positions, ensuring compliance with relevant tax laws and regulations, and implementing strategies that minimize tax liabilities. By proactively seeking out tax efficiencies and leveraging available incentives to enhance the financial performance of the investment asset, we will ultimately contribute to its overall growth and success.
- Assist in managing key internal relationships with the Investments, Finance and Corporate Affairs departments.
- Maintaining independence from the Investment Division and investment decisions.
- Representing the tax group as the first-line of contact with the Investment Division .
- Builds strong relationships with stakeholders and demonstrates effective partnership and collaboration throughout the organization.
- Liaising with external tax service providers.
- Exercises appropriate judgement in reviewing proposals from external advisors to ensure they align with the Board’s risk management framework.
What you'll need
- Chartered Professional Accountant (CPA, CA), Certified Public Accountant (US CPA), law degree or comparable professional credentials.
- In-depth knowledge of Canadian or US taxation.
- Comprehensive knowledge of cross-border transactions and transaction tax.
- Solid understanding of tax matters specific to tax exempt entities such as Teachers’.
- Exposure to taxation in foreign jurisdictions is an asset.
- A minimum of 10 years income tax experience with experience in the investment industry.
- Proven ability to act in an ethical manner with a focus on preserving reputation.
- Proficient in critical thinking, capability to negotiate, influence and make recommendations, facilitate decisions to the Executive level within Teachers’.
- Proven experience building and maintaining strong cross-functional relationships and promoting collaboration within and across teams.
- Demonstrated writing skills, strong analytical skills, creativity in written presentation materials and strong oral presentation skills.
- Ability to adapt communications style based on the audience, and a proven skill to synthesize complex technical concepts into plain language for non-specialist audiences.
- Affinity for using technology to find efficient ways to collate and disseminate knowledge.
- Strong organizational/project management skills, with the ability to efficiently progress multiple assignments.
- Excellent attention to detail and consistently high levels of accuracy
- Demonstrates personal initiative, strives to innovate and build best practices but is highly attune to the need for pragmatic solutions.
- Energized by ideas, experiences and will encourage a learning environment.
- Ability to influence people with personal style and finesse rather than authority.
- A continuous learner who stays on top of business trends and tax technical changes.
- Flexible and able to work with light supervision and adaptable to change.
#LI-Hybrid #LI-VN
What we’re offering
- Pay-for-performance environment that offers competitive salary and incentive
- Numerous opportunities for professional growth and development
- Comprehensive employer paid benefits coverage
- Retirement income through a defined benefit pension plan
- The opportunity to invest back into the fund through our Deferred Incentive Program
- A flexible/hybrid work environment combining in office collaboration and remote working
- Competitive time off
- Our Flexible Travel Program gives you the option to work abroad in another region/country for up to a month each year
- Employee discount programs including Edvantage and Perkopolis
At Ontario Teachers', diversity is one of our core strengths. We take pride in ensuring that the people we hire and the culture we create, reflect and embrace diversity of thought, background and experience. Through our Diversity, Equity and Inclusion strategy and our Employee Resource Groups (ERGs), we celebrate diversity and foster inclusion through events for colleagues to connect for professional development, networking & mentoring. We are building an inclusive and equitable workplace where our talent is respected, accepted and empowered to be themselves. To learn more about our commitment to Diversity, Equity and Inclusion, check out
Life at Teachers'.
How to apply
Are you ready to pursue new challenges and take your career to the next level? Apply today! You may be invited to complete a pre-recorded digital interview as part of your application.
Accommodations are available upon request (peopleandculture@otpp.com) for candidates with a disability taking part in the recruitment process and once hired.
Candidates must be legally entitled to work in the country where this role is located.
Ontario Teachers’ may use AI-based tools to assist in screening and assessing applicants for this position. These tools may help us identify candidates whose skills and experience align with Ontario Teachers’ objectives by analyzing information provided in resumes and applications. Our use of AI does not replace human decision-making.
To learn more about how Teachers’ uses AI with your personal information, please visit our
Privacy Centre.
Functional Areas:
Finance
Vacancy:
Current
Requisition ID:
6626