VP Tax, Product Tax

Overall responsibilities of VP, Taxation

Product Tax

Responsible for management and oversight of external service providers with respect to tax services provided including year‑end distribution and tax reporting Review of mock and final distribution calculations prepared by fund administrators Ensure minimum distribution requirements are met and properly reported to unit holders Review year‑end tax reporting including T3 summary and slips, CDS factors, PFIC statements etc. Review and file of tax returns (T3, GST/HST etc.) and ensure compliance with tax laws and regulations applicable to the funds, fund investments and fund shareholders Assist the director in establishing tax policies and procedures and managing implementation/compliance by tax service providers Provide tax assistance with respect to issuance of financial statements and respond to external auditor’s tax related queries Respond to tax inquiries from investors and business pa...