Fund Tax Compliance Manager Role (Toronto)

Purpose Investments is looking for a Fund Tax Compliance Manager to ensure superior fund taxation and compliance practices. This hybrid position focuses on delivering accurate tax outputs using advanced AI techniques.

In this critical role, you will manage the corporation's full fund tax obligations, focusing on timely and precise T3 and T5 slip deliveries. You’ll be integral in refining tax forecasting models and establishing proactive CRA communications, championing Purposes commitment to innovation in finance.

Key Responsibilities

• Deliver timely and accurate fund tax returns and distributions
• Determine fund-level income and manage CRA interactions
• Enhance tax forecasting systems for continuous visibility
• Lead tax structuring for recent investment products
• Identify operational improvements in tax processes

Requirements

• 3–5 years of Canadian investment fund tax experience