This job is no longer available
This job expired on 23/09/2026. It no longer accepts applications.
Senior Specialist, Tax & Fund Reporting
Aviso · Toronto
Job description
About the role
Join Aviso’s Fund Reporting team as a Senior Specialist, Tax & Fund Reporting. You will lead the taxation strategy for a portfolio of mutual funds, ensuring compliance with new regulations and supporting key fund events.
Key responsibilities
- Oversee fund distributions, T3 factors, tax returns, foreign tax returns, PFIC reporting, withholding tax reclaims, corporate actions, EIFEL and HST.
- Provide tax support for fund events such as mergers, rebalancings, and new fund launches.
- Analyze alternative tax strategies, optimize tax efficiency and present recommendations to senior executives.
- Monitor Canadian and international tax regulations and coordinate their implementation.
- Prepare tax disclosures for regulatory documents, including prospectuses and management information circulars.
- Assist the Fund Reporting team with financial statements, MRFPs and QPDs.
Required profile
- University degree or college diploma in a relevant field.
- Professional accounting designation (CPA) is an asset.
- Minimum five years of experience in tax reporting and advisory within mutual fund or asset‑management environments.
- Experience with a Big 4 firm is a plus.
- Strong analytical abilities, detail‑oriented and capable of solving complex problems.
Required skills
What we offer
- A collaborative, values‑driven culture focused on care, innovation, sharing and delivery.
- Opportunities to work on challenging tax projects within a leading Canadian wealth‑management firm.
Questions fréquentes
Why are you reporting this job?
Explore further
Salaries, guides and searches in Canada.
Salaries by job title
A question about this job?
Ask it here: you will get the full job summary by e-mail, right away.
Boost your chances
Upload your CV — we will match you with relevant openings.
Analyzing your CV...
Aviso
Toronto
Related job offers
-
Financial Analyst – Investment Risk & Advisory
Canadian Investment Regulatory Organization Toronto -
Business Banking Associate – Commercial Banking
TD Bank Toronto -
Senior Investment Coordinator
optrust Toronto -
Analyste en juricomptabilité – Enquêtes et différends (nouveau diplômé)
Deloitte Pétionville -
Supervisor for Bookkeepers and Accounting Clerks
Yan & Peng CPA LLP Edmonton