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Toronto, ON, CAN
Hybrid
Expert/Leader
Financial Services
The Role
Lead the organization’s tax function across corporate, partnership, trust, public-market, and private-market fund structures. Responsibilities include tax compliance, strategic planning, reorganizations, cross-border tax guidance, risk mitigation, legislation monitoring, fund-flow and adjusted-cost-base analysis, withholding-tax calculations, and management of external advisors and government auditors. The role also provides executive counsel and leads a high-performing tax team.
Summary Generated by Built In
Interested in joining one of Canada’s top performing asset managers? We are looking for a Head of Tax to join our Accounting Department. If you have experience advising and mitigating tax risks in a private enterprise environment, while overseeing the tax compliance for an entire organization, then this role is for you. CC&L Financial Group is motivated to expand and develop its internal tax function and is looking for a dynamic leader to elevate the organization’s tax strategy and operations. This pivotal role will oversee the full tax lifecycle, including compliance, strategic planning, and provide fund structure tax guidance across public and private market investments. The Head of Tax will drive efficiency, reduce external advisory costs, and provide strategic tax counsel to executive leadership. Our offices currently operate on a hybrid model with a combination of in-office and remote working days throughout the week and offer flexible work arrangements during peak tax reporting periods.

What You Will Do
  • Tax Compliance & Strategy
    • Lead corporate and partnership tax compliance for CC&L and affiliated fund vehicles (including public market funds, alternative investment funds, private equity/infra, and corporate entities). Ensure timely filings, accurate tax provisions and translation of complex tax positions into clear guidance for internal stakeholders.
    • Assist in preparing internal memoranda and other technical documentation as required for internal reorganizations and compliance support.
  • Fund Structure & Public Market Expertise
    • Provide deep technical insight on tax matters including Canadian pooled funds, mutual fund trusts, CAD and U.S. LPs, foreign tax credits, and cross-border issues. Ensure compliance and maximize efficiency for both public and private fund structures. Work closely with Finance, Treasury, Tax, and Legal teams to ensure the proper maintenance of holding and financing structures through the administration of tax policies and guidelines.
  • External Advisor & Stakeholder Management
    • Manage relationships with external tax advisors and government auditors. Collaborate closely with internal teams (Fund Operations, Finance, Legal, Investment Teams) to align tax planning with business objectives and fund strategies.
  • Risk mitigation and monitoring
    • Proactively monitor, assess, and guide the implementation of new tax legislation (e.g., EIFEL, OECD Pillar Two), including interpreting the impact on existing structures. Support the maintenance of complex legal structures by reviewing funds flows, preparing adjusted cost base calculations, and calculating withholding tax on distributions.
 
What You Bring
  • Experience & Technical Skills
    • Big 4 tax background preferred with 10+ years in a mix of corporate, fund, and partnership tax
    • Expertise in partnership structures, mutual fund and pooled fund taxation, U.S. and Canadian tax rules
    • Proficient in TaxPrep software
  • Leadership & Communication
    • Proven ability to manage and develop high-performing tax teams
    • Comfortable presenting strategic tax insights to senior executives and translating complex concepts into actionable guidance
  • Personal Qualities
    • Proactive, high-energy, and decisive with a growth mindset
    • Excellent project management skills; able to multi-task effectively in a fast-paced environment
    • Strong and effective communications skills, both verbal and written (ability to present complex tax concepts in an easy to understand and meaningful way)
  • CPA designation combined with a Master of Taxation or completion of the CPA In-Depth Tax Course (Parts I to III).
  • At least 8+ years of progressive corporate tax experience in a Big 4 public accounting firm or equivalent industry experience.
  • Demonstrated experience managing high-volume Canadian tax compliance engagements, including partnership (T5013), corporate and trust returns for complex structures.
  • Strong technical knowledge of Canadian corporate reorganizations and foreign affiliate rules.
  • Proven experience with partnership/fund structures and related compliance obligations for both Canadian and foreign structures.
 
#LI-HYBRID #LI-RD1
 

For a closer look at how you can build your career with us, we invite you to explore cclgroup.com. 
We are committed to providing an inclusive, accessible recruitment and selection process. We welcome and encourage applications from people with disabilities. Accommodations are available on request for candidates taking part in all aspects of the recruitment and selection process. Please contact [email protected] if you require accommodation.
AI may be used to support certain stages of our screening & recruitment process. These tools support, but do not replace, human judgment and decision-making.



Skills Required

  • At least 8 years of progressive corporate tax experience in a Big 4 public accounting firm or equivalent industry experience
  • CPA designation
  • Master of Taxation or completion of the CPA In-Depth Tax Course, Parts I to III
  • Experience managing high-volume Canadian tax compliance engagements, including T5013 partnership, corporate, and trust returns for complex structures
  • Strong technical knowledge of Canadian corporate reorganizations and foreign affiliate rules
  • Experience with partnership and fund structures and related compliance obligations for Canadian and foreign structures
  • Expertise in U.S. and Canadian tax rules
  • Proficiency in TaxPrep software
  • Big 4 tax background with 10 or more years across corporate, fund, and partnership tax
  • Proven ability to manage and develop high-performing tax teams
  • Strong verbal and written communication skills, including the ability to present complex tax concepts clearly
  • Excellent project management and multitasking skills
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The Company
970 Employees
Year Founded: 1982

What We Do

Connor, Clark & Lunn Financial Group is a Canadian privately owned and employee-owned asset management firm. Through a multi-boutique platform and affiliated investment teams, it provides traditional and alternative investment products and services to individuals, institutional investors, and advisors. The firm offers strategies including equities and fixed income, operating across Canada, the United States, the United Kingdom, and India. Its entrepreneurial structure supports innovation and scalable investment solutions for clients worldwide.

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