Title:  Senior Manager - Fund Tax Advisory & Reporting

Requisition ID: 243894

Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture.

The Role

As the Senior Manager, Fund Tax Advisory & Reporting, you will lead and oversee tax administration and reporting for Canadian investment funds, ensuring compliance with all applicable tax regulations. You will act as a strategic advisor and subject matter expert on taxation matters related to investment products, supporting areas such as product development, sales, client administration, financial reporting, and fund accounting.

This role requires strong technical expertise, leadership skills, and the ability to manage complex tax processes while mitigating risk and driving operational excellence.

Is this role right for you? In this role, you will:

• Leads and drives a customer focused culture throughout their team to deepen client relationships and leverage broader Bank relationships, systems and knowledge.
• Tax subject matter expert providing guidance to cross-functional teams pertaining to new product initiatives and current product change initiatives including providing analysis of tax implications to the investment fund products and the investors.
• Engage with external advisors on complex advisory items, as appropriate.
• Oversee distributions for investment funds, including oversight of service providers and year-end processes.
• Manage tax compliance for investment funds including annual tax returns, ensuring the timely and accurate preparation of tax regulatory filings.
• Develop and review policies and procedures to ensure they are efficient and that required procedures and effective controls are in place.
• Make decisions as required on tax-related matters affecting the investment funds while assessing and managing risk exposure to the organization and clients.
• Monitor changes to legislation, communicate changes as appropriate, and support any initiatives that may be undertaken as a result of these changes.
• Liaise with tax authorities, internal partners and service providers, as necessary, on assessments, audits, and enquiries and on matters of administrative practices affecting investment funds.
• Coordinate and review work performed by foreign tax agents with respect to foreign tax calculations and reporting required for the investment funds.
• Understand how the Bank’s risk appetite and risk culture should be considered in day-to-day activities and decisions.
• Creates an environment in which their team pursues effective and efficient operations of their respective areas in accordance with Scotiabank’s Values, its Code of Conduct and the Global Sales Principles, while ensuring the adequacy, adherence to and effectiveness of day-to-day business controls to meet obligations with respect to operational, compliance, AML/ATF/sanctions and conduct risk.
• Builds a high-performance environment and implements a people strategy that attracts, retains, develops and motivates their team by fostering an inclusive work environment and using a coaching mindset and behaviours; communicating vison/values/business strategy; and, managing succession and development planning for the team.

Do you have the skills that will enable you to succeed in this role? – We’d love to work with you if you have:

• CPA designation
• Completion of CPA In-Depth Tax Program
• Advanced knowledge of tax issues affecting investment funds
• Experience with investment fund tax reporting (trusts, corporations, limited partnerships)
• Strong tax regulatory research and analysis skills. Tax advisory experience asset
• Ability to work effectively while managing multiple tasks
• Excellent communication, relationship, influencing and interpersonal skills. Ability to communicate with clarity; strong verbal and written communications skills, including effective listening skills.
• Strong client service orientation, including the ability to listen to client needs and present clear and well-defined solutions as well as an ability to build partnerships and effective working relationships internal and external to the organization
• Innovative thinking, focusing on improving control effectiveness and efficiency
• Project management and problem-solving skills
• Self-motivated; committed to achieving results and able to handle a significant volume of complex deliverables on an inflexible schedule of statutory deadlines
• Strong work-ethic; capable of working under pressure and meeting deadlines; may at times require evening and weekend hours

What’s in it for you?

• A rewarding career path with diverse opportunities for professional development
• An organization committed to making a difference in our communities – for you and our customers.
• A competitive rewards program including bonus, flexible vacation, personal and sick days, and comprehensive benefits that start on your first day. 
• Diversity, Equity, Inclusion & Allyship - We strive to create an inclusive culture where every employee is empowered to reach their fullest potential, respected for who they are, and are embraced through bias-free practices and inclusive values across Scotiabank. We embrace diversity and provide opportunities for all employees to learn, grow & participate through our various Employee Resource Groups (ERGs) that span across diverse gender identities, ethnicity, race, age, ability & veterans.
• Accessibility and Workplace Accommodations - We value the unique skills and experiences every individual brings to the Bank and are committed to creating and maintaining an inclusive and accessible environment for everyone. Scotiabank continues to locate, remove and prevent barriers so that we can build a diverse and inclusive environment while meeting accessibility requirements. 

Location(s):  Canada : Ontario : Toronto 

Scotiabank is a leading bank in the Americas. Guided by our purpose: "for every future", we help our customers, their families and their communities achieve success through a broad range of advice, products and services, including personal and commercial banking, wealth management and private banking, corporate and investment banking, and capital markets.  

At Scotiabank, we value the unique skills and experiences each individual brings to the Bank, and are committed to creating and maintaining an inclusive and accessible environment for everyone. If you require accommodation (including, but not limited to, an accessible interview site, alternate format documents, ASL Interpreter, or Assistive Technology) during the recruitment and selection process, please let our Recruitment team know. If you require technical assistance, please click here. Candidates must apply directly online to be considered for this role. We thank all applicants for their interest in a career at Scotiabank; however, only those candidates who are selected for an interview will be contacted.