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Options Consulting Solutions
Fund Tax AnalystOptions Consulting Solutions • Toronto, ON, CA
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Fund Tax Analyst

Fund Tax Analyst

Options Consulting Solutions • Toronto, ON, CA
17 days ago
Job type
  • Full-time
Job description
FUND TAX ANALYST TEMPORARY TORONTO, ON The Company Our client is a national investment management organization that is based in Toronto, Ontario. Company Perks and Rewards - Competitive Pay Rate - Opportunity to work for an established organization The Job! You will review monthly, quarterly, and annual tax distributions and allocations for funds. You will also: - Support preparation and review of fund tax returns (T3, T5, NR4) - Review year-end distributions, tax factors, and reporting outputs - Ensure compliance with Canadian tax regulations and internal policies - Handle tax documentation (W-8BEN-E, CRS, W-9, tax IDs, PFIC reporting) - Work with internal teams (legal, operations, client service, etc.) on tax-related matters - Liaise with regulators and external providers on audits, filings, and inquiries - Contribute to fund lifecycle events (launches, mergers, terminations) - Assist with tax reporting tools, processes, and ongoing improvements - Other related tasks, as required What you bring to the job You are someone with strong attention to detail and accuracy. You come with: - 3+ years’ experience in financial services (mutual funds/ETFs preferred) - Degree in finance, accounting, or related field - Accounting designation or CSC is a plus - Familiarity with fund accounting, IFRS, and financial markets - Experience with tools like Excel, Bloomberg, Reuters, or similar systems - Able to manage deadlines and work independently or as part of a team - Clear communicator with solid organizational skills - Adaptable, proactive, and comfortable in a fast-paced environment Qualified job seekers are asked to apply with attention to Shannan Willoughby. Reference #13857. Expected Compensation: CAD $30.00 - $35.00 per hour Existing Position Vacancy: Yes I really look forward to hearing from you, but please understand that I will only be contacting those that are applicable for the role! Options Consulting Solutions is an equal opportunity employer and welcomes applications from all individuals. Applicants selected for an in-person interview will be asked whether specific accommodations are needed to support a personal disability. You can also find more jobs that may be suited to you on the Options Consulting Solutions Indeed and LinkedIn pages. Follow us on Facebook for job searching tips and other updates.
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Fund Tax Analyst • Toronto, ON, CA

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