{"id":3141767,"url":"https://alion.io/job/ci-financial-manager-fund-tax","title":"Manager, Fund Tax","company":{"id":704636,"name":"CI Financial","domain":"cifinancial.com","url":"https://alion.io/company/ci-financial","size_band":"501-1000","is_staffing_agency":false,"employer_type":"direct","is_intermediary":false,"listed_via":null,"ats_vendor":"Workday","truth_index":{"grade":"B","score":79,"open_postings":12,"ghost_share":0,"stale_share":0.833,"repost_share":0,"time_to_fill_p50_days":33,"computed_at":"2026-10-25T05:49:26Z"}},"role":"Finance","role_family":"Finance","seniority":"senior","employment_type":"full_time","work_mode":"on_site","remote_scope":null,"remote_scope_basis":null,"remote_working_hours":null,"hiring_geo_confidence":"structured","locations":["Toronto, Canada"],"countries":["CA"],"hiring_countries":[],"hiring_countries_total":0,"salary":{"min":69500,"max":119500,"currency":"CAD","period":"year","gross":null,"usd_annual":85237},"salary_estimate":null,"experience_years_min":5,"visa_sponsorship":false,"relocation_package":false,"has_equity":false,"technologies":[{"name":"Microsoft Excel","optional":false}],"status":"live","first_seen_at":"2026-10-22T00:00:00Z","employer_posted_date":"2026-10-22","last_verified_at":"2026-10-23T17:36:32Z","board_verified":true,"closed_at":null,"days_open":3,"trust":{"level":"ok","repost_count":null,"flags":[],"days_open":3},"description":"At CI, we see a great place to work as one that is a safe place for everyone to have a voice, where people are empowered to take ownership over meaningful work, where there is an opportunity to grow through stretching themselves, where they can work on innovative products and projects, and where employees are supported and engaged in doing so.\nCI Financial is seeking a detail-oriented and collaborative Manager, Fund Taxation to support the tax operations and compliance functions across CI’s suite of investment products-including mutual funds, ETFs, closed-end funds, mutual fund corporations, and segregated funds. This role plays a key part in ensuring accurate tax reporting, supporting fund tax planning, and maintaining compliance with Canadian tax regulations.WHAT YOU WILL DO:\nTax Operations & Compliance\nCoordinate the preparation and review of monthly, quarterly, and annual fund tax distributions and allocations. \nAssist in the preparation and filing of fund tax returns, including T3, T5, and NR4 slips. \nSupport the review of mock and final year-end distributions and tax factors. \nEnsure compliance with CRA requirements and assist with audit engagements. \nTax Reporting & Documentation\nPrepare and maintain documentation for PFIC reporting, HST blended rate calculations, and international tax forms (e.g., W-8 BEN-E, CRS, W-9). \nMonitor changes in tax legislation and assist in updating internal procedures accordingly. \nMaintain robust documentation and internal controls for fund tax processes. \nCross-Functional Support\nCollaborate with Legal, Product, Operations, and Client Services teams to address tax-related inquiries and support product initiatives. \nParticipate in fund launches, mergers, and terminations from a tax perspective. \nAssist in the development and maintenance of tax reporting tools and systems. \nTeam & Vendor Coordination\nProvide guidance and mentorship to junior tax staff. \nLiaise with external tax advisors, custodians, and service providers to ensure timely and accurate tax filings and data exchange. \nWHAT YOU WILL BRING:\nMinimum 5-7 years of experience in fund taxation, accounting, or financial services, with a strong understanding of Canadian mutual funds and ETFs. \nBachelor’s degree in Accounting, Finance, or a related field; CPA designation preferred. \nWorking knowledge of IFRS, fund accounting principles, and Canadian tax reporting standards. \nProficiency in Microsoft Excel and tax software. \nStrong analytical, organizational, and communication skills. \nThis role follows our in office work model and requires employees to be onsite four days per week to support collaboration and business needs.\nThis opportunity is for an existing vacancy with the company. The anticipated base salary range for this position is $69,500 to $119,500. Exact salary depends on several factors such as experience, skills, education, and budget. Salary range may vary based on geographic location. In addition to base salary, this position is eligible for participation in a bonus program. In addition, The Company offers a variety of benefits to eligible employees, including health insurance coverage, wellness programs, life and disability insurance, retirement savings plans, paid leave programs, education-related programs, paid holidays and vacation time, and many others. Many of these benefits are subsidized or fully paid for by the company.\nCI Financial is an independent company offering global wealth management and asset management advisory services through diverse financial services firms. Since 1965, we have consistently anticipated and responded to the changing needs of investors. We are driven by a commitment to provide individuals and institutions with the highest-quality investments and advice. Our commitment to the highest levels of performance means that whatever their position, CI employees must be comfortable in a fast-paced environment that will stretch them to tap into their highest potential. Employees with a healthy dose of ambition, a desire to commit to a curious mindset for continuous learning, and a willingness to go the extra mile thrive at CI.\nA Supportive Environment for Success\nWe offer an in-office environment, competitive benefits, and a supportive workplace to help our employees thrive both personally and professionally.\nWHAT WE OFFER\nModern HQ location within walking distance from Union Station\nTraining Reimbursement\nPaid Professional Designations\nEmployee Savings Plan (ESP)\nCorporate Discount Program\nEnhanced group benefits\nParental Leave Top-up program\nPaid time off for Volunteering \nWe are focused on building a diverse and inclusive workforce. If you are excited about this role and are not confident you meet all the qualification requirements, we encourage you to apply to investigate the opportunity further.\nPlease submit your resume in confidence by clicking “Apply”. Only qualified candidates selected for an interview will be contacted. 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 ,or call 416-364-1145 ext. 4747.","description_format":"text","description_chars":5401,"description_truncated":false,"requirements":{"experience_years_min":5,"management_years_min":null,"team_size_min":null,"manages_managers":false,"education":{"level":"bachelor","optional":false},"security_clearance":false,"languages":[]},"benefits":["Continuous learning","Health insurance","Insurance coverage","Parental leave","Retirement plans","Wellness"],"hiring_locations":[],"hiring_excludes":[],"relocation_offered":false,"industries":["Wealth Management & Financial Advisors","Asset Management & Funds"],"lifecycle":[{"event":"open","at":"2026-10-23T08:50:00Z"}],"visa":[],"liveness":{"score":60,"band":"ok","label":"Likely open","p_open":1,"p_active":0.602,"p_room":1,"age_days":3,"expected_fill_days":33,"reasons":["conf:36","stale_co","win:early"],"computed_at":"2026-10-25T05:49:26Z"},"pay":{"stated_usd_annual":85237,"is_top_pay":false},"html_url":"https://alion.io/job/ci-financial-manager-fund-tax","json_url":"https://alion.io/job/ci-financial-manager-fund-tax.json","meta":{"generated_at":"2026-10-25T10:15:46Z","cache_seconds":300,"methodology":"https://alion.io/methodology","terms":"https://alion.io/terms","contact":"https://alion.io/contact","api":"https://alion.io/developers","about":"Alion is a live layer of people, companies and AI agents: who they are, whether they are real and active right now, what they do and how to work with them, readable by people and by agents and paid per call.","catalog":"https://alion.io/catalog.json","usage":{"tier":"crawler_verified","counted_by":"address","units_charged":1,"used_today":14788,"day_limit":null,"remaining_today":null,"minute_limit":300,"resets_at":"2026-10-26T00:00:00Z"}},"offers":[{"id":"company.slices","title":"One company in depth, by slice","status":"live","price":{"credits":0.02,"usd":0.002,"plus_per_slice":{"credits":0.05,"usd":0.005}},"unit":"per company, plus each slice with data","note":"the employer in depth","call":{"mcp_tool":"get_company","arguments":{"id":704636},"rest":"https://alion.io/mcp/rest/get_company?id=704636"},"human":"https://alion.io/catalog?offer=company.slices&for=job%2Fci-financial-manager-fund-tax"},{"id":"market.stats","title":"A market slice: pay, demand and time to fill","status":"live","price":{"credits":1,"usd":0.1},"unit":"per slice","note":"pay, demand and time to fill for this role and place","call":{"mcp_tool":"market_stats"},"human":"https://alion.io/catalog?offer=market.stats&for=job%2Fci-financial-manager-fund-tax"},{"id":"job.search","title":"Open jobs by role, technology, place, pay and visa","status":"live","price":{"credits":0.02,"usd":0.002},"unit":"per posting in a list","note":"similar open postings","call":{"mcp_tool":"search_jobs"},"human":"https://alion.io/catalog?offer=job.search&for=job%2Fci-financial-manager-fund-tax"},{"id":"company.verify","title":"Is this company real and active right now","status":"pilot","price":null,"unit":"per company","request":{"url":"https://alion.io/catalog/request","method":"POST","body":"{\"offer\": \"company.verify\", \"for\": \"job/ci-financial-manager-fund-tax\", \"note\": \"what you need it for\"}"},"human":"https://alion.io/catalog?offer=company.verify&for=job%2Fci-financial-manager-fund-tax"}]}