Theapexgroup
Senior Manager, Tax (Canada)
Mississauga · Senior
Sponsorship not specifiedDetected 13 days ago
ForecastingTaxRecruiting
About the role
- Year-End Distribution Calculations - Prepare and review YE distribution amounts for funds and partnerships.
- Tax Compliance - Complete and review Canadian tax returns and investor reporting slips, including T3, T5013, and T5008.
- SLFI Sales Tax Reporting - Prepare SLFI GST/HST filings and ensure compliance with special attribution rules.
Responsibilities
- Mock Calculations - Run mock tax calculations to support planning, forecasting, and client discussions.
- Tax Planning Support - Participate in planning kickoff meetings and support structuring discussions.
- LP ACB / ARA Updates - Maintain investor-level ACB and ARA data within tax software.
- Team Training - Lead internal training, monitor legislative changes, and update templates, binders, and process documentation.
- Automation - Support automation initiatives and coordinate with operations teams.
Requirements
- Our business is unique in its ability to reach globally, service locally and provide cross-jurisdictional services.
- 7+ years of Canadian tax experience (preferably in asset management, funds, or partnerships).
- Strong knowledge of Canadian income tax rules, SLFI/GST/HST, FATCA/CRS, and foreign affiliate reporting.
- Experience with Tax Prep, Paxus, and fund administration systems
- Apex operates a direct sourcing model and where agency assistance is required, the Talent Acquisition team will engage directly with our exclusive recruitment partners.
- Ability to manage multiple deadlines, prioritize effectively, and communicate clearly with clients.
- Strong analytical skills and comfort working with large data sets.
- Proactive, organized, and comfortable owning processes end-to-end.
- Strong communicator who can explain tax concepts to non-tax stakeholders.
- Enjoys improving processes, documentation, and automation.
- Thrives in a fast-paced environment with evolving client needs.
- Salary ranges from CAD $165,000.00 - CAD $185,000.00 plus additional discretionary yearly bonus based on corporate and individual's performance.
Nice to have
- CICA in-Depth taxation / Masters in Taxation (MTax) preferred;
- Preferred Attributes
Compensation
- FATCA / CRS - Manage annual FATCA and CRS due diligence, reporting, and investor classification.
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