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Added 10 mins ago
P&
Property Accountant
Pesce & Associates Human Resources Consultants
Toronto, ON
- Internship
Reporting to the Director of Property Accounting, the Property Accountant is responsible for various aspects of the monthly full accounting cycle for certain residences and corporate…
Added 39 mins ago
CS
Culinary Manager
Cogir Senior Living
Regina, SK · Marian Chateau
- Full-time
Embrace the role of Culinary Manager and become a values-driven leader adept at managing our culinary and dining department. Your flair for creativity and culinary expertise will come to…
Added 1 hour ago
BI
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Boehringer Ingelheim
Burlington, ON
- Full-time
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Added 1 hour ago
I
Senior Manager – Tax Compliance
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Longueuil, QC
- Full-time
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OM
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Toronto, ON
- Full-time
Educational Background: A postgraduate college program or master’s degree in a relevant field is a strong plus.
Added 1 hour ago
M
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Added 1 hour ago
AC
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Algonquin College of Applied Arts and Technology
Ottawa, ON
- Full-time
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Added 1 hour ago
AC
Associate Director, Information Security
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Ottawa, ON
- Full-time
…exceptional information security leader to join our team as Associate Director, Information Security. This is more than an information security leadership role. It is an opportunity to…
Added 1 hour ago
FS
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Toronto, ON
- Full-time
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SB
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Added 1 hour ago
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Virtual Teams interview with Head of Business Ops & Director of HR
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Vancouver, BC
- Full-time
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Added 2 hours ago
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University Pension Plan
Toronto, ON
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Added 2 hours ago
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Winnipeg, MB
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Added 2 hours ago
PA
Sales Manager
PAL Airlines
Sept-Îles, QC
- Full-time
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Added 2 hours ago
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Sales Manager
PAL Airlines
Montreal, QC
- $65,000 to $70,000 CAD / year
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Develop and implement sales plans to achieve territory objectives for all PAL Airlines, Air Borealis, PAL Aviation Services and MFC (PAL) as directed by the Director and VP;
Added 2 hours ago
CS
Casual Recreation Aide
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Newmarket, ON · The Renoir
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Assist in the planning, organization and implementation of meaningful programs for the residents, in collaboration with the Active Living Manager & Executive Director;
Added 2 hours ago
UO
LSI High Throughput Facility Manager
University of British Columbia
Vancouver, BC · UBCV | Life Sciences Centre (LSC)
- $10,459.67 to $15,675.58 CAD / month
- Full-time
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Fidelity Canada

Fund Tax Manager (Contract until January 2028)

Toronto, ON, Canada

The hourly rate ranges from $62.00 to $95.00, based on experience and qualifications. · Full-time

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Job details

Pay: The hourly rate ranges from $62.00 to $95.00, based on experience and qualifications.
Job type: Full-time
Experience: At least 5 years of tax experience in the financial industry
Posting language: English
Posted: Oct 7, 2026

Original job description

Job Description

Current work authorization for Canada is required for all openings.

You will be working on a hybrid schedule as part of Fidelity’s dynamic working arrangement.

The work location for this role is 483 Bay Street in Toronto until approximately late 2026, when the work location will change to the new Mississauga office at 3 Robert Speck Parkway

Please note this is a contract role ending at the end of January 2028.

Who We Are:

At Fidelity, we’ve been helping Canadian investors build better financial futures for over 35 years. We offer individuals and institutions a range of trusted investment portfolios and services - and we’re constantly seeking to find new and better ways to help our clients. As a privately owned company, we boldly embrace innovation in all areas as we continue to grow our business into the future.

Working with us means you’ll be part of a diverse and dedicated group of people who make a real difference for our clients and communities every day. You’ll have a wide range of opportunities to grow and develop your career in an inclusive environment where you’ll feel valued and supported to be your best - both personally and professionally.

Role Overview:

The Fund Treasurer’s Office represents the interests of investors, overseeing financial, operational, and tax matters that affect the funds and their investors.

As a Tax Manager (Fund Tax), you will report to the Director, Fund Tax. You will work collaboratively with various internal and external core business partners to assist with tax-technical matters for all product line ups offered by the Company, including retail mutual funds, institutional pooled funds, exchanged traded funds and capital structure.

You will also provide oversight of the Fund Administrator in their preparation of distribution calculation and tax returns; conduct tax research and analysis on new product launches, fund mergers/terminations and complex securities transactions to ensure tax risks and opportunities are well understood for our investors as well as the funds. In addition, you will also lead continuous improvement initiatives within the Fund Tax Team.

What You Will Do:

Ensure Funds Remain in Compliance with Tax Regulations and that Tax Policies Achieve a Fair Outcome for Investors

Manage the review of funds’ distribution calculations and T3 tax returns to ensure completion in a timely and accurate manner and fair outcomes for investors
Manage the review of distribution calculations and Corporate T2 tax return for the Capital Structure
Manage the review of funds’ foreign tax returns in applicable foreign markets and provide effective oversight
Review notice of assessments/reassessments and liaise with CRA to resolve any ad hoc issues and requests

Work Proactively with Product Team to Manage Product Related Tax Matters & Provide Consulting on Other Tax Matters

Research and provide tax opinions on issues requested by various internal stakeholders including product, investment compliance, sales and marketing, etc.
Provide tax analysis on various types of fund events including large redemptions, portfolio rebalancing, fund mergers, terminations, etc., and assess tax implications for investors resulting from these events
Collaborate with management to research and resolve complex distribution issues and security transactions with an in-depth understanding of implications to our investors
Carefully review tax disclosure in funds’ simplified prospectus, annual information form, offering memorandum and other regulatory documents to ensure best in class disclosure
Assist in preparing materials for presentation to senior leadership, Audit Committee and Board
Stay abreast of new tax legislative developments impacting the asset management industry, and assist with implementation of process and procedures to address changes

Fund Tax Operations

Document and implement internal control policies and procedures, and ensure all fund tax process documentation is updated regularly to reflect business changes
Recommend continuous improvement opportunities for existing fund tax processes
Maintain and update changes required in the distribution review tool
Assist in preparation of foreign reclaims documentations

Ad hoc Special Projects

Assist with non-routine projects and provide tax supports as they arise
Prepare documentations required from CRA Tax Audits

What We’re Looking For:

Completion of a University degree in Accounting or Finance or equivalent work experience
At least 5 years of tax experience in the financial industry
CPA or equivalent.
Related tax experience in Asset Management industry an asset
Public accounting tax experience and/or fund industry experience an asset
Completion of CICA In-Depth Tax Courses an asset

The Expertise you Bring:

You have in depth knowledge of the investment fund industry and related tax requirements
You possess strong analytical and problem-solving skills, and an ability to convey complex matters in simple terms
You are proactive and decisive
You have excellent oral and written communication skills
You have advanced MS Excel skills

We use AI-enabled LinkedIn Hiring Assistant to support parts of our sourcing process. Every hiring decision is reviewed and finalized by our recruiters. If you choose to ask questions to the LinkedIn HR Hiring Assistant, please be mindful that the responses are not official and must be confirmed for accuracy and completeness by Fidelity. If you are selected for an interview, the recruiter who contacts you can best answer your questions.

Some of the ways we’ll help you feel valued and supported as part of our team:  

Flexible working arrangements - 100% remote, hybrid, and in office options
Competitive total compensation, including company contributions to your group RRSP without a matching requirement from you
Comprehensive health benefits that start on your first day, with 100% employer-paid premiums, that include up to $6000 annually for mental health services and therapy
Parental leave top-up to 100% of your salary for a period of 25 weeks
Up to $650 for home office equipment
Generous time off policy, including 2 paid days annually to volunteer at a charity of your choice
Diversity and inclusion programs, including an active network of Employee Resource Groups
Extensive professional development opportunities, including access to over 11,000 training and development courses, tuition reimbursement, and monetary rewards for completing a required designation 
We care a lot about fostering a compassionate, people-centric culture, and are proud to have been named one of Canada’s Top 100 employers for the last five years.

This posting represents an existing vacancy within our organization - an opportunity to step into a role where your talents will make a meaningful difference.

Competitive Pay for Specialized Talent

This contract role offers a flexible, hourly compensation model that reflects your expertise and the value you bring. The hourly rate ranges from $62.00 to $95.00, based on experience and qualifications.

We offer market-aligned rates that recognize the specialized skills and agility required for this role.

We’re proud to offer a compensation package that aligns with provincial pay transparency requirements.

This posting represents an existing vacancy within our organization - an opportunity to step into a role where your talents will make a meaningful difference.

We use AI-enabled LinkedIn Hiring Assistant to support parts of our sourcing process as well as an AI screening tool that assists in screening and assessing applications. Every hiring decision is reviewed and finalized by our recruiters. If you choose to ask questions to the LinkedIn HR Hiring Assistant, please be mindful that the responses are not official and must be confirmed for accuracy and completeness by Fidelity. If you are selected for an interview, the recruiter who contacts you can best answer your questions.

Fidelity Canada is an equal opportunity employer

Fidelity Canada is committed to fostering a diverse and inclusive workplace. We will consider all qualified applicants for employment regardless of race, color, religion, sex, sexual orientation, gender identity or expression, national or ethnic origin, age, disability, family status, protected veterans’ status, Aboriginal/Native American status or any other legally-protected ground.

Accommodation during the application process

Fidelity Canada welcomes and encourages applications from people with disabilities. Accommodations are available on request for candidates taking part in the selection process. If you require an accommodation, please email us at FidelityCanadaStaffing@fidelity.ca.

No telephone inquiries or agencies please. We thank all applicants for their interest, please be advised that only those selected for an interview will be contacted.

Why Work at Fidelity?

We are proud to be recipients of the following:

Awards

•   Canada's Top 100 Employers
o   Greater Toronto's Top Employers
o   Canada's Top Family-Friendly Employers
o   Canada's Top Employers for Young People

•   Great Place To Work® Certified
o   Best Workplaces for Inclusion
o   Best Workplaces for Mental Wellness
o   Best Workplaces for Today's Youth
o   Best Workplaces for Women
o   Best Workplaces in Financial Services & Insurance
o   Best Workplaces in Ontario
o   Best Workplaces with Most Trusted Executive Teams

•   LinkedIn Top Companies in Canada

•   Human Resource Director (HRD) - Best Place To Work
o   HRD - 5-Star Benefit Program
o   HRD - 5-Star Diversity & Inclusion Employer

Designations
•   Canadian Compassionate Companies – Certified
•   Benefits Canada's Workplace Benefits Award - Future of Work Strategy
•   TalentEgg National Recruitment Excellence Award - Special Award for Diversity & Inclusion in Recruiting
•   Canadian HR Reporter's Most Innovative HR Team

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More about this job

Responsibilities

The Tax Manager oversees financial, operational, and tax matters for various investment funds, ensuring compliance with tax regulations. They also provide tax-technical analysis for product launches, mergers, and complex securities transactions while collaborating with internal and external partners.

Requirements

Candidates must hold a university degree in Accounting or Finance and possess at least 5 years of tax experience within the financial industry. A CPA designation is required, and in-depth knowledge of the investment fund industry is essential.

Skills

Tax compliance
Financial reporting
Fund accounting
Tax research
Distribution calculation
CRA liaison
Analytical skills
Problem-solving
MS Excel
Investment fund industry knowledge
Communication skills
Internal controls
Regulatory compliance
Asset management

Benefits

Group RRSP
Comprehensive health benefits
Mental health services
Parental leave top-up
Home office equipment allowance
Paid volunteer days
Tuition reimbursement
Professional development opportunities

Visa sponsorship

Not detected in the job text

Keywords

Fund Tax
CPA
Mutual Funds
ETFs
CRA
T3 Tax Returns
T2 Tax Returns
Asset Management
Financial Services
Tax Research
Internal Controls
Investment Funds
Distribution Calculation
Regulatory Compliance
Securities Transactions
Audit Committee
Tax Legislative Developments
Foreign Tax Returns
Capital Structure
Portfolio Rebalancing

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