No longer accepting applications

Senior Financial Analyst, Fund Taxation

Mackenzie InvestmentsToronto, ON, Canada

19 days ago

Job description

Job Description

Grade : P6

Referral Level : Level 1

Division : IGM-AMO

IGM Financial Inc. is one of Canada's leading diversified wealth and asset management companies with approximately $271 billion in total assets under management. The company provides a broad range of financial planning and investment management services to help more than two million Canadians meet their financial goals.

Mackenzie Investments, founded in 1967, is a holistic asset-management partner for thousands of Canadian financial advisors and the investors they support.

At Mackenzie Investments You Can Build Your Career with Confidence.

We have a vision and a strategy that will challenge the way business in this industry is done and help Canadians be successful. As part of our team, you will do some of your best work, develop valuable skills, and give back in ways that make a difference in the lives of Canadians.

Join an unstoppable team that is embedded in continuous learning, understanding, and knowledge sharing. You will thrive in our supportive environment where you can indulge your curiosity to learn, while receiving the feedback you need to refine your skills and abilities.

Mackenzie Investments is currently accepting applications for the position of Senior Financial Analyst, Fund Taxation within the Fund Tax Services department. The successful candidate will be part of the team responsible for tax compliance and monthly, quarterly, and annual fund distributions.

As a valued member of the Fund Tax Services team your core responsibilities will include :

Tax research – fund, corporate, and excise
Ensuring the completeness, accuracy, timeliness and consistency of the fund tax department deliverables
Accurate and timely calculation and review of fund distributions and estimates
Accurate and timely completion and review of tax filings which may include income tax returns, commodity tax returns, charitable foundation filings, limited partnership filings, and foreign jurisdiction tax reporting
Analysis for product initiatives such as mergers, rebalancing and various ad hoc requests
Liaise with various parties such as CRA, external auditors, tax advisors, investment managers, product managers and internal departments

The following qualifications are required of the successful candidate :

Undergraduate accounting, finance or equivalent degree

Accounting designation (CPA) or in process

Minimum 4 years fund taxation experience and financial services industry / mutual fund experience

Excellent communication skills, both written and verbal

Excellent tax research, tax preparation, and analytic skills

Ability to handle multiple projects and tasks and continuously prioritize work

Ability to build and maintain relationships with departments across the organization

Strong Microsoft Word and Excel skills

Strong working knowledge of MPower and tax preparation software

Desire to remain up-to-date with tax laws, regulations, and changes in the mutual fund industry

Willingness to learn new reporting systems and seek advancements / improvements in existing processes

We thank all applicants for their interest in Mackenzie Investments; however, only those candidates selected for an interview will be contacted.

Mackenzie Investments is an accessible employer committed to providing a barrier-free recruitment experience. If you require an accommodation or this information in an alternate format at any stage of the recruitment process, please reach out to the Talent Acquisition team who will work with you to meet your needs.

Please apply by February 25, 2025 .

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Senior Financial Analyst • Toronto, ON, Canada