Aviso
Fund Reporting & Tax Senior Specialist Role
Job Description
Pursue a pivotal role as a Senior Specialist in Tax & Fund Reporting at Aviso Wealth. This position combines oversight of taxation strategy and regulatory compliance for mutual funds.
As a Senior Specialist, you will lead the taxation strategy, implement new tax regulations, and support various fund activities. With a commitment to service excellence, you will also assist the Fund Reporting team in preparing essential financial documents while fostering partnerships both inside and outside the organization.
Key Responsibilities: • Manage fund distributions and T3 factor assessments • Provide support for fund mergers and new launches • Assess and recommend tax optimization strategies • Ensure compliance with Canadian and international tax laws • Collaborate on financial statements and regulatory filings
Requirements: • Relevant university degree or diploma is required • CPA designation preferred • At least 5 years of tax and fund accounting experience • Strong...
As a Senior Specialist, you will lead the taxation strategy, implement new tax regulations, and support various fund activities. With a commitment to service excellence, you will also assist the Fund Reporting team in preparing essential financial documents while fostering partnerships both inside and outside the organization.
Key Responsibilities: • Manage fund distributions and T3 factor assessments • Provide support for fund mergers and new launches • Assess and recommend tax optimization strategies • Ensure compliance with Canadian and international tax laws • Collaborate on financial statements and regulatory filings
Requirements: • Relevant university degree or diploma is required • CPA designation preferred • At least 5 years of tax and fund accounting experience • Strong...