Your purpose, includes and not limited to, implementing your tax and accounting knowledge to the benefit of all Fiera Funds and Fiera clients.
Pivotal, taxation is closely linked to many internal and external frameworks and teams, your interactions will be many and most valued.
Opportunities are endless if you are willing to set your own goals and have openness to learn inside and outside of taxation.
Create and maintain Fund taxation policies and procedures to mitigate all ongoing or future risks. They key element here, being that there is always room to improve the current state;
Be responsible for, with the help of our external Fund Administrator monthly, quarterly and annual distributions;
Monitor, most importantly, large unitholder subscriptions and redemptions in all funds as a special distribution might be required.
Ability to analyze both from a micro and macro point of view is a necessity here as special distributions impact many teams and clients;
Oversee and review all funds SLFI annual fillings and review payment procedures and impacts at Fund level;
Direct and review various tax fillings and requirements such as T3, T3RI and T3RF;
Facilitate with internal Client Trade team, external Record Keeper and Fund Administrator year-end tax activities. Communication skills and the ability to foresee and solve issues that may arise are most welcomed to aide in this vital process;
Coordinate PFIC reporting with external tax experts and Fund Administrator;
Prepare and / or review, with the support of Fiera’s Legal Team, various foreign withholding tax documents such as W-8BEN and CRS forms;
Regularly review and question current tax status of all Fiera Funds and tax elections. Be in the know of new tax laws and regulations that might impact Fiera Funds;
Actively participate in the audit of the financial statements and its tax implications;
Easily convey insightfulness and your interpretation in regard to diverse tax matters involving Fiera Funds and its investments.
Internally and / or externally seek second and third opinions if need be. Ability to express conclusions in simple terms, although not mandatory, would be advantageous;
Actively seek new initiatives that would increase economic benefit to the fund and, consequently, clients;
Express tax opinions and decision making when there are new fund launch, closure or new asset mixes in pre-existing funds;
Feel free to add to this list.
EDUCATION / ACCREDITATION :
Bachelor’s Degree in business administration, economics, accounting or other relevant fields;
CICA In-Depth Tax Course (Levels I III) preferred but not obligatory;
Professional accounting designation (CPA, CA, CGA or CMA) is a benefit;
3 5 years of taxation experience in the investment funds industry. If none, will be compensated by the willingness and easiness to ask questions;
Proven capabilty to work effectively under pressure while focusing on multiple assignments;
Ability to effectively and simply communicate (verbal and written);
Swiftly adapt to an everchanging work environment;
Natural need to problem solve;
Sense of organization and prioritization;
Risk and cost / benefit oriented;
Mutually comfortable in a group setting as is individually;
Will not only think outside the box, but eager to look inside all boxes.
The above is not exclusive nor do we expect all items to be check off. We do expect you to place your individuality, knowledge and best efforts at the forefront.