Senior Specialist, Tax & Fund Reporting

Aviso: At Aviso, we are dedicated to improving the financial well-being of Canadians. As a leading wealth management organization, we are committed to leadership, innovation, partnership, responsibility, and community. Working with talented and energetic professionals who exemplify our values every day, you will quickly notice that our people and dynamic ‘oneaviso’ culture sets us apart. If you are looking for interesting and challenging work, at a company committed to its people, find out more about what Aviso has to offer at www.aviso.ca . The Opportunity: We’re looking to fill an opening for a Senior Specialist, Tax & Fund Reporting, to join our Fund Reporting team. Reporting to the Manager, Fund Reporting & Administration, the Senior Specialist, Tax & Fund Reporting is responsible for leading the taxation strategy of a group of mutual funds, implementing new tax regulations, oversight of fund distributions and tax filings, and providing tax support for fund events such as new fund launches and mergers. The Senior Specialist will also assist the Fund Reporting team with reports such as financial statements and MRFPs. Who you are: Service – You put your clients’ needs first. You advocate service excellence, and work to deliver client-centric solutions, and proactively develop strategic partnerships that allow Aviso Wealth to become a trusted advisor and partner Execution – You are committed to achieving your goals and to succeed. This includes focusing on “getting things done”, as well as recognizing and taking advantage of opportunities as they arise. You are consistently looking for ways to improve your personal best and see value in continuous improvement. You take accountability for your actions and learn from mistakes Collaboration – You work collaboratively with others with the common goal of driving positive results. Making meaningful contributions to your team to achieve organizational goals is a priority. You proactively encourage collaboration, build trust and inclusion, and work to establish effective relationships both inside and outside of the organization What your day looks like: Oversight of fund distributions, T3 factors, tax returns and assessments, foreign tax returns, PFIC reporting, withholding tax reclaims, corporate actions, EIFEL, HST Provide tax support for fund events such as mergers, rebalancings, and new fund launches. Independently analyze alternative tax strategies to optimize tax efficiency and present recommendations to executives Monitor new Canadian and international tax regulations and coordinate implementation Provide tax disclosure for regulatory documents such as prospectuses and management information circulars Assist the Fund Reporting team with fund reports such as financial statements, MRFPs, QPDs