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Investment Tax Administrator
Options Consulting Solutions
Toronto, ON
Full-time
Our client is an investment firm with a history of skillfully navigating the market and providing clients with exceptional service. If you are a proactive and goal-driven tax professional…
Bilingual Tax Administrator
Aviso
Toronto, ON
$55,000 to $65,000 CAD / year
Full-time
We're looking to fill an opening for a Bilingual Tax Administrator to join our Operations team.
Bilingual Tax Administrator
Aviso Wealth
Remote, Canada
$55,000 to $65,000 CAD / year
Full-time · Remote
We’re looking to fill an opening for a Bilingual Tax Administrator to join our Operations team.
Bilingual Tax Administrator
Aviso Wealth
Remote, Canada
$55,000 to $65,000 CAD / year
Full-time · Remote
We’re looking to fill an opening for a Bilingual Tax Administrator to join our Operations team.
Interim Tax Manager - Investment Funds
RGP
Toronto, ON
Full-time
3–5 years of investment funds tax experience with a major accounting firm, asset manager, or fund administrator.
2027 Wealth Management, Winter Tax Administrator (4-16 months)
RBC Dominion Securities
Vancouver, BC
Full-time
Join RBC Wealth Management and support domestic and international tax compliance and analysis. As a Tax Administrator, you will be accountable for consistently preparing high quality tax…
2027 Wealth Management, Winter Tax Administrator (4-16 months)
RBC Dominion Securities
Toronto, ON
Full-time
Join RBC Wealth Management and support domestic and international tax compliance and analysis. As a Tax Administrator, you will be accountable for consistently preparing high quality tax…
2027 Wealth Management, Winter Tax Administrator (4-16 months)
Royal Bank of Canada
Vancouver, BC · Toronto, ON
Full-time
Join RBC Wealth Management and support domestic and international tax compliance and analysis. As a Tax Administrator, you will be accountable for consistently preparing high quality tax…
2027 Wealth Management, Winter Tax Administrator (4-16 months)
RBC
Toronto, ON · Vancouver, BC
Full-time
Join RBC Wealth Management and support domestic and international tax compliance and analysis. As a Tax Administrator, you will be accountable for consistently preparing high quality tax…
Wealth Management - Tax Administrator Internship/Co-op - Winter 2027 - Montreal
Scotiabank
Montreal, QC
As a Tax Administrator you will Contributes to the overall success of a Scotiatrust Taxation Services unit in Canada ensuring specific individual goals, plans, initiatives are executed /…
Tax Administrator, Scotiatrust - Toronto, ON (8-month contract)
Scotiabank
Toronto, ON
Contributes to the overall success of a Scotiatrust Taxation Services unit in Canada ensuring specific individual goals, plans, initiatives are executed / delivered in support of the team’s…
Director, Investment Operations
CAAT Pension Plan
Toronto, ON · Head Office
Full-time
Supporting an approximately $25 billion portfolio, you will oversee key activities spanning investment accounting, fund administration, financial reporting, valuations, tax and custody and…
Director, Investment Operations
CAAT Pension Plan
Toronto, ON
Full-time
Supporting an approximately $25 billion portfolio, you will oversee key activities spanning investment accounting, fund administration, financial reporting, valuations, tax and custody and…
Senior Analyst, Fund Reporting
Aviso
Toronto, ON
$83,000 to $100,000 CAD / year
Full-time
…all financial and regulatory reporting of Northwest & Ethical Investments (NEI) family of investment funds and to support the firm's continued growth. The incumbent will manage the…
Canadian Fund Tax - Assistant Vice President
iCapital
Toronto, ON
iCapital’s rapid expansion in the Canadian marketplace creates an opportunity for an experienced and talented tax professional to support its Canada expansion strategy in a newly created…
2027 Wealth Management, Winter Finance Analyst (4-16 months)- EN
RBC Dominion Securities
Quebec, QC
Full-time
…Management team (including but not limited to the following: Investment Policy Analyst, Tax Administrator, Institutional Analyst, Portfolio and Planning Intern, Equity Analyst, Analyst,…
2027 Wealth Management, Winter Finance Analyst (4-16 months)
RBC Dominion Securities
Toronto, ON
Full-time
…Management team (including but not limited to the following: Investment Policy Analyst, Tax Administrator, Institutional Analyst, Portfolio and Planning Intern, Equity Analyst, Analyst,…
2027 Wealth Management, Winter Finance Analyst (4-16 months)
RBC Dominion Securities
Vancouver, BC
Full-time
…Management team (including but not limited to the following: Investment Policy Analyst, Tax Administrator, Institutional Analyst, Portfolio and Planning Intern, Equity Analyst, Analyst,…
2027 Wealth Management, Winter Finance Analyst (4-16 months)- EN
RBC Dominion Securities
Montreal, QC
Full-time
…Management team (including but not limited to the following: Investment Policy Analyst, Tax Administrator, Institutional Analyst, Portfolio and Planning Intern, Equity Analyst, Analyst,…
2027 Wealth Management, Winter Finance Analyst (4-16 months)
Royal Bank of Canada
Vancouver, BC · Toronto, ON
Full-time
…Management team (including but not limited to the following: Investment Policy Analyst, Tax Administrator, Institutional Analyst, Portfolio and Planning Intern, Equity Analyst, Analyst,…
2027 Wealth Management, Winter Finance Analyst (4-16 months)
Royal Bank of Canada
Montreal, QC · Quebec, QC
Full-time
…Management team (including but not limited to the following: Investment Policy Analyst, Tax Administrator, Institutional Analyst, Portfolio and Planning Intern, Equity Analyst, Analyst,…
2027 Wealth Management, Winter Finance Analyst (4-16 months)
RBC
Toronto, ON · Vancouver, BC
Full-time
…Management team (including but not limited to the following: Investment Policy Analyst, Tax Administrator, Institutional Analyst, Portfolio and Planning Intern, Equity Analyst, Analyst,…
2027 Wealth Management, Winter Finance Analyst (4-16 months)
RBC
Montreal, QC · Quebec, QC
Full-time
…Management team (including but not limited to the following: Investment Policy Analyst, Tax Administrator, Institutional Analyst, Portfolio and Planning Intern, Equity Analyst, Analyst,…
Managing Director, Investment Fund Finance
ATB
Calgary, AB · Edmonton, AB · Toronto, ON
Full-time
Responsible for the management and oversight in the delivery of financial, regulatory, tax, performance reporting requirements in support of the investment products manufactured by ATB…
Managing Director, Investment Fund Finance
ATB Financial
Toronto, ON
Full-time
Responsible for the management and oversight in the delivery of financial, regulatory, tax, performance reporting requirements in support of the investment products manufactured by ATB…

ATB

Managing Director, Investment Fund Finance

Calgary, AB, Canada
Edmonton, AB, Canada
Toronto, ON, Canada

Pay: $170,000 - $185,0000
Job type: Full-time

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At a glance

Automatically prepared from the listing. Check the original description for the full requirements.

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Responsibilities

The Managing Director oversees the financial, regulatory, and tax reporting requirements for investment products while leading the fund finance team. This role also manages relationships with third-party service providers and contributes to strategic product development initiatives.

Requirements

Candidates must hold a CPA or equivalent professional designation and possess over 10-15 years of progressive experience in the investment industry. Strong subject matter expertise in regulatory landscapes and proven leadership capabilities are essential for this role.

Experience

10+ years

Education

professional certificate

Working hours

40 hours per week

Work arrangement

Hybrid

Skills

Investment fund finance
Financial reporting
Regulatory reporting
Tax compliance
Fund accounting
Valuations
Performance reporting
Audit cycles
Leadership
Strategic planning
Risk management
Problem solving
Professional judgment
Stakeholder management
Coaching
Data-driven decision making

Visa sponsorship

Not detected in the job text

Keywords

CPA
Investment Management
Fund Administration
Financial Reporting
Regulatory Compliance
Tax Compliance
Audit
Valuation
Performance Reporting
Investment Products
Strategic Initiatives
Service Level Agreements
Risk Management
Leadership
Investment Industry
Financial Controls
Product Development
Stakeholder Engagement
Data-driven
Regulatory Landscape

Original job description

At ATB, we exist to make it possible for our clients, team members and communities. Our purpose is more than aspirational. It's a real commitment we live every day through our values (what we call the ATB ID).

Life at ATB is about more than work. In fact, we’re consistently recognized as one of Canada's top employers thanks to our high-care, high-performance culture, upheld by the three commitments we make to our team members:

Impact in action: No matter where you are in the organization, you're empowered to make an impact in the lives of our clients and communities.

Thrive together: We want you - the unique, authentic you - to feel safe and celebrated at work. We're on a continuous journey to build the most flexible and inclusive programs.

Ready for tomorrow: We want to enable your success through interesting and challenging work, performance enablement, and learning and development.

Leadership is in our DNA at ATB, reflecting our commitment to developing world-class leaders who can truly thrive. Our Leader DNA model sets the standard for how we lead people, drive business performance, and shape a dynamic future. This is the place for purpose-driven individuals ready to deliver impactful leadership every day.

About the role

Responsible for the management and oversight in the delivery of financial, regulatory, tax, performance reporting requirements in support of the investment products manufactured by ATB Investment Management Inc. (“ATBIM”). This role leads the investment fund finance team in managing day to day responsibilities that encompass ongoing fund administration and the financial reporting and audit cycles.

Accountabilities

Responsible for annual and semi-annual financial and regulatory reporting and audit cycles for ATBIM’s investment products.
Oversees the Investment Fund Finance team and all day to day fund accounting, valuations, performance and reporting requirements.
Oversee all tax compliance for ATB Funds, including year-end and ad-hoc distribution process, liaise with fund administrator, external tax advisors, accounting and operations teams.
Ensures financial processes are performed in accordance with internal and operational controls, proactively identifying opportunities for improvements.
Management and oversight of ATBIM’s third party service providers (custodian, administrators, auditors), monitoring service level agreements and accuracy of deliverables and adherence to all regulatory standards
Participate in strategic initiatives and projects including product development and launch, implementation of tools and technology to enhance ATBIM’s investment management capabilities
Leads the Investment Fund Finance team through performance planning and assessment, coaching, developmental planning and resolution of escalated issues to ensure effective performance of the team
Collaborate internally with ATBIM leadership team and ATB Financial teams (Finance, Internal Assurance, Third Party Risk Management, Legal, etc).

Skills, experience & requirements

CPA or equivalent professional designation required
10-15+ years of progressive experience in the investment industry
Tax training and experience considered a strong asset
Subject matter expertise in industry rules and regulations, along with a strong understanding of the evolving regulatory landscape and proposed changes.
Progressive leadership experience with the ability to motivate, coach and develop a high performing team
Ability to engage teams across divisions, develop collaborative relationships and coordinate effectively to come to a mutual understanding to achieve aligned goals.
Highly developed problem solving skills and professional judgment in handling complex or unexpected situations objectively by assessing situations, identifying and weighing alternative options, and making data-driven recommendations to solve problems.
Ability to anticipate and identify business and regulatory issues, and deliver creative solutions and opportunities for improvements.
Ability to work under pressure to manage competing and often time-sensitive priorities and deadlines with a high degree of ownership and accountability

Salary Range

$170,000 - $185,0000

Don’t meet all the requirements on the list?
A resume only goes so far in expressing who you are and the unique perspectives you bring. If you believe your skills and experience align with the role - but you might not check all the boxes - we want to hear from you. We encourage candidates from all work backgrounds, equity-seeking communities and experience levels to apply. If you’re seeking a career where your drive, perspective and growth are celebrated, we want to hear from you.

We’re dedicated to building a workforce reflective of those within our communities, and a culture where our team members are equipped with what they need to succeed - their way. Part of creating an inclusive workplace is recognizing our role in advancing Truth and Reconciliation. We are committed to meeting and exceeding the standards set out in the Partnership Accreditation in Indigenous Relations program created by the Canadian Council for Aboriginal Business.

What happens next?
If you are shortlisted, you’ll hear from us after the posting closes. Check out our How We Hire page to learn more about our hiring process. If you need any accommodations throughout this process, please let us know at [email protected]

Stay in touch
We’re excited that you’re interested in a career with ATB. Follow us on LinkedIn, Facebook and Instagram to learn more about what our team is up to.

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