Director, Client Tax Advisory

Join a top employer and advance your career. Aplin has partnered with a Downtown Toronto, ON based company to hire a Director, Client Tax Advisory! This will be a permanent opportunity.

Benefits & Perks:

• Permanent opportunity with excellent benefits
• Please note, this role will be hybrid in Downtown Toronto, ON.

Responsibilities:

• Lead a team overseeing domestic and international tax reporting/compliance
• Drive tax advisory and planning for asset management products, ensuring alignment with stakeholders
• Advise senior investment team on complex investments, conducting tax due diligence, identifying tax risks, and managing reporting procedures
• Develop and guide tax policies/procedures to adhere to evolving tax regulations
• Maintain relationships with auditors, tax regulators, and vendors
• Participate in industry associations and share knowledge on tax regulatory changes
• Manage tax audits with regulatory bodies (CRA, IRS, etc.)
• Collaborate with marketing and sales teams to create tax-related content for sales initiatives
• Review and draft tax disclosures for investment fund documents (prospectus, offering memorandum, etc.)
• Advise on reporting and governance framework to ensure ongoing compliance with tax regulations (CRA, FATCA, CRS, IRS)
• Interpret regulations and provide support to operations and business units on client concerns and system enhancements
• Assist in regulatory reporting design, process improvements, and best practices
• Ensure compliance with withholding requirements and tax filing QA to prevent liability

Qualifications:

• CPA designation and completion of CPA In-Depth Tax Program required
•  8+ years’ experience in tax practice (public accounting or equivalent industry)
• Strong knowledge of domestic and international taxation for Canadian investment funds and financial products
• Expertise in FATCA, CRS, and Qualified Intermediary (QI) compliance/reporting
• Proficiency in GST/QST/HST compliance and reporting for investment products
•  Ability to manage and lead in a fast-paced, evolving environment
• Strong relationship-building with diverse stakeholders
• Deep understanding of tax regulations, compliance, and risk management
• Skilled in navigating domestic and international tax laws
• Experience in tax advisory, due diligence, and structuring for investment vehicles (e.g., alternative funds, hedge funds, ETFs, private funds)

David Aplin & Associates Inc., operating as Aplin, and its associated brands, CompuStaff and Impact Recruitment, is an award-winning employment agency connecting diverse, top-tier talent with exceptional organizations across North America. We welcome applicants from all backgrounds and charge no fees to apply or engage with our recruiters. Our clients partner with us to help expand and diversify their teams. Please note that all applicants must be legally entitled to work in Canada, including holding any necessary work permits.