Job Title

Senior Manager, Taxation - Calgary, Edmonton or Toronto Join to apply for the Senior Manager, Taxation - Calgary, Edmonton or Toronto role at ATB Financial At ATB, we exist to make it possible for our clients, team members and communities. Our purpose is more than aspirational. Its a real commitment we live every day through our values (what we call the ATB ID). Life at ATB is about more than work. In fact, were consistently recognized as one of Canadas top employers thanks to our highcare, highperformance culture, upheld by the three commitments we make to our team members. Commitments Impact in action: No matter where you are in the organization, youre empowered to make an impact in the lives of our clients and communities. Thrive together: We want youthe unique, authentic youto feel safe and celebrated at work. Were on a continuous journey to build the most flexible and inclusive programs. Ready for tomorrow: We want to enable your success through interesting and challenging work, performance enablement, and learning and development. About The Role We are actively seeking a highly motivated, resultsoriented individual with experience in the financial services industry. This is a key role in the Fund Finance team that will lead the tax function for ATB Investment Managements Investment Funds and play a critical role in the firms strategic direction. The role is hybrid and can be based out of Calgary, Edmonton, or Toronto. Accountabilities Lead all tax compliance, tax reporting, indirect tax and PFIC reporting for the Investment Funds. Oversee yearend and adhoc distribution process, liaise with fund administrator, external tax advisors, accounting and operations teams. Ensure compliance with all foreign tax filings and withholding tax requirements on foreign investments; optimize foreign tax credits with local and foreign service providers. Review complex corporate actions and transactions for proper tax treatment. Participate in strategic initiatives and projects, including supporting future product development. Oversee and manage relationships with external service providers and auditors, ensuring compliance and high work quality. Research advanced tax issues, keep abreast of changes in tax and regulatory requirements. Identify opportunities to improve and enhance data management and automation related to tax reporting and compliance. Assist with the implementation of tools and technology to enhance our investment management capabilities. Apply proactive, creative thinking to identify and navigate emerging trends and share thought leadership. Assist in establishing and maintaining proper policies and procedures. Skills, Experience & Requirements CPA designation required; enrolment or completion of the CPA Canada InDepth Tax Course highly desirable. Minimum of 5 years of progressive Canadian income tax experience in a major accounting firm, asset manager or fund administrator. Understanding of indirect taxes as applicable to financial institutions and investment funds. Superior communication skills, both verbal and written, for dealing with the CRA, investors and internal teams. Selfstarter with strong work ethic that takes initiative and ownership and seeks out clarification and guidance as needed. Critical thinking and ability to solve complex problems and explain them in general terms to various audiences. Well organized with strong attention to detail and high quality of work. Ability to work under pressure and within tight deadlines. Inclusive Opportunity Were dedicated to building a workforce reflective of those within our communities and a culture where our team members are equipped with what they need to succeedyour way. Part of creating an inclusive workplace is recognizing our role in advancing Truth and Reconciliation. We are committed to meeting and exceeding the standards set out in the Partnership Accreditation in Indigenous Relations program created by the Canadian Council for Aboriginal Business. What Happens Next? If you are shortlisted, youll hear from us after the posting closes. Check out our How We Hire page to learn more about our hiring process. If you need accommodations throughout this process, please let us know at [email protected]. Seniority Level MidSenior Level Employment Type Fulltime Job Function Accounting / Auditing and Finance Industries Banking #J-18808-Ljbffr