Sr. Treasury Analyst
Dean Group - Toronto
Toronto, ON, CA
5d ago

Senior Treasury Analyst-Mutual Fund Industry Excellent Compensation Package! Bonus, RSP, Free Gym Membership +++

Our client is a leader in the Mutual Fund Industry that offers an excellent corporate culture which encourages growth. In this exciting new role reporting to the Director, Fund Treasury, you will be responsible for Fund Tax oversight by overseeing the business transactions of our client’ s tax specialists to ensure compliance and tax laws are followed and the right decisions are being made for their clients.

You will review their work and recommendations pertaining to legal, compliance, distribution etc. The ideal candidate will have a good knowledge of fund tax and distribution and have excellent critical thinking skills.

The analyst will also assist other team members in the review of the Funds continuous disclosure documents, support the work of the their Capital Structure Corporation and ensure that it is continuously monitored for tax efficiency.

You will also have oversight of the Funds’ annual PFIC reporting with the tax team, Responsible for preparing all board material related to other board committees and internal departments, oversee the coordination of year-

end Funds’ distribution disclosures with marketing and collaborate with the tax team in the review of tax impact assessments for product launches / changes, regulatory and industry changes and potential tax errors.

A background in consulting would be an ideal fit for this role. Good knowledge of Fund tax and operational tax aspects of a mutual fund are necessary.

Requirements

  • University Degree, preferably with focus on tax or finance
  • 3-5 years in financial industry, fund tax and operations knowledge
  • CA, CGA and CMA an asset but not mandatory
  • General understanding of taxation of mutual fund trusts, unit trusts and mutual fund corporations
  • Good Analytical, Problem-Solving Skills and Critical thinker.
  • Email Direct : shogan deangroup.ca.

    DGT2

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