We have a lot to be proud of at Nicola Wealth. Our sophisticated financial planning, our diversified private investment funds and their exceptional performance, our 99% client retention rate and our award-winning culture, combine to position us as a national leader in wealth management. Recognized as a Best Managed Company and one of Canada’s Top Employers, we are dedicated to upholding our firm’s values through this phase of significant growth.
By bringing together smart, dedicated and supportive colleagues from diverse backgrounds, we deliver extraordinary client service in a values-driven work environment. The collaboration, creativity and entrepreneurial spirit we were founded on provides the opportunity for you to make a real impact and build a rewarding career. We are passionate about our business, our culture and investing deeply in your growth and development to build for the future. If you have this same drive, then let’s talk!
About the Team:
The Fund Accounting team is a high performing team responsible for the internal fund administration for several Mutual Fund Trusts and Limited Partnerships.
Purpose of the Role:
As the Senior Tax Specialist, you will be the go-to resource for internal and external stakeholders relating to all tax matters and deliverables for a diverse portfolio of proprietary mutual funds and Limited Partnerships.
This role reports to the Director, Fund Accounting and will operate on a hybrid working model and based in Toronto or Vancouver.
Core Responsibilities:
- Be the go-to tax resource in the organization as it relates to funds and LPs, with working knowledge of client’s tax issues relating to the funds.
- Possess a strong understanding of the unique characteristics of our funds and corporate structure and a subject matter expert within the team on technical tax-related matters.
- Co-ordinate, contribute to and manage tax due diligence on new investment opportunities with Portfolio Managers in conjunction with external tax advisors.
- Manage and complete various documents relating to tax.
- Perform tax research and prepare technical memos for internal use.
- Support the identification and documentation of key internal controls and policies regarding tax.
- Support the tax slip cycle, ensuring all clients’ T3, T5013, NR4, and RL-16 slips are free from misstatement and are distributed in a timely manner.
- Review annual U.S. & Canadian trust, partnership, corporate income tax, and GST tax returns
- Support and complete various other tax initiatives and completing tax forms as required e.g. PFIC reporting, FATCA/CRS compliance etc.
- Build and maintain excellent working relationships with external service providers, including our fund administrator, auditor, tax advisor etc.
Required Skills & Qualifications:
- A minimum of 5 years of relevant experience, with experience in public practice, financial services or in investment industry preferred.
- Exposure to various asset classes (including private capital & real estate) and fund structures (specifically Mutual Fund Trusts & LPs).
- Undergraduate degree and professional accounting designation.
- Completion of, or working towards, CPA In-Depth Tax Program (IDTP) preferred.
- A solid understanding Canadian and/or US tax, with cross-border tax compliance preferred.
- Strong analytical and mathematical ability.
- Strong interpersonal and relationship management skills.
- Project management skills and an excellent ability to multi-task efficiently.
- Skilled collaborator and a desire to help audiences with varied degrees of technical expertise.
Compensation & Benefits Package:
This position comes with a competitive base salary hiring range of $90,000 - $110,000; dependent on experience, skills, qualifications and internal equity.
At Nicola Wealth, our people grow our business, delight our clients, and live our values every day. Our comprehensive compensation and benefits package reflects our appreciation for this commitment. Whether it’s participating in our profit sharing and benefit programs on day one, or the opportunity to participate in our share ownership program, our people are able to go beyond a conventional salary and bonus structure. To learn more about our complete package, visit: www.nicolawealth.com/total-rewards.
Please include both a cover letter and resume in support of your application. We are an inclusive, equal opportunity employer. For more information about this and other roles: www.nicolawealth.com/careers.
It is our priority to remove barriers to provide equal access to employment. Should you require reasonable accommodation during the recruitment process please contact us at [email protected] and we will work with you to meet your needs. All information shared during the accommodation request process will be stored and used in a manner that is consistent with applicable laws and Nicola Wealth policies.
Thank you for your interest in a career with Nicola Wealth!
What We Do
Nicola Wealth is a full-service Wealth Management firm with offices across Canada. More than a financial planning firm, we offer sophisticated financial advice and investment management to affluent families, foundations and institutions across North America
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