Job Title

VP, Fund Taxation Lead the strategic direction, governance, and execution of all fund taxation matters across CIs suite of investment productsincluding mutual funds, ETFs, closedend funds, mutual fund corporations, and segregated funds. CI Financial is a global wealth management and asset management advisory services firm. We are committed to providing the highestquality investments and advice, fostering a fastpaced environment that encourages growth and learning. What you will do Strategic Leadership Define and execute the enterprisewide fund taxation strategy aligned with CIs business objectives and regulatory landscape. Serve as the senior tax authority for CIs investment products, advising executive leadership on tax implications of product development, fund structures and corporate actions. Lead tax planning initiatives to optimize fund performance, investor outcomes, and operational efficiency. Design and execute all modernization efforts to streamline and add controls on oversight of our strategic thirdparty vendors. Oversight Oversee the full tax distribution and allocation cyclemonthly, quarterly and annuallyfor all CI funds. Direct the review and approval of mock and final yearend distributions, tax factors and investor tax slips. Ensure accurate and timely filing of fund tax returns and lead CRA and external audit engagements. Develop and execute policies and procedures for fund taxation. Risk & Compliance Monitor and interpret changes in tax legislation and regulatory requirements; proactively adjust policies and procedures to maintain compliance. Oversee PFIC reporting, HST blended rate calculations, withholding tax reclaims and international tax documentation (e.g. W8BENE, CRS, W9). Review tax disclosure in prospectuses and legal documentation. Ensure robust internal controls and documentation standards across all fund taxation processes. CrossFunctional Collaboration Partner with Legal, Product, Marketing, Sales, Client Services and Operations to support taxrelated inquiries and disclosures. Represent Fund Taxation in enterprise initiatives including fund launches, mergers, terminations and system enhancements. Lead the enhancement of CIs tax optimization tools and reporting platforms. Team & Vendor Management Lead and mentor a highperforming tax team, fostering a culture of accountability, innovation and continuous improvement. Manage relationships with external tax advisors, custodians and service providers to ensure timely and accurate tax reclaim filings and information exchange. What we offer Modern HQ location within walking distance from Union Station Training Reimbursement Paid Professional Designations Employee Savings Plan (ESP) Corporate Discount Program Enhanced group benefits Parental Leave topup program Paid time off for volunteering CI Financial Corp. and all of our affiliates (CI) are committed to fair and accessible employment practices and provide reasonable accommodations for persons with disabilities. If you require accommodations in order to apply for any job opportunities, require this posting in an additional format, or require accommodation at any stage of the recruitment process please contact us at [email protected], or call 4163641145 ext. 4747. Location: Toronto, Ontario, Canada Offer: CA$250,000.00 CA$265,000.00 per annum. #J-18808-Ljbffr