Director, Indirect Tax

At CI, we see a great place to work as one that is a safe place for everyone to have a voice, where people are empowered to take ownership over meaningful work, where there is an opportunity to grow through stretching themselves, where they can work on innovative products and projects, and where employees are supported and engaged in doing so. 

WHAT YOU WILL DO

• Ensure organizational compliance with indirect tax laws and regulations related to sales tax.   
• Due diligence review and integration of GST/HST processes for mergers and acquisition transactions.
• Supervise and review preparation of annual GST/HST filings (RC7294 and RC7291) for corporate selected listed financial institutions.
• Coordinate with external custodian (CIBC Mellon) for review and completion of annual GST/HST filings (RC7294) for CI family of mutual funds.
• Oversee annual preparation of GST/HST blended rates calculations for CI family of mutual funds and maintain process for rate updates throughout the year.
• Manage indirect tax audits process, gathering documentation and responding to enquiries from tax authorities.
• Work closely with other departments to ensure tax compliance in all business operations and provide tax-related advice.
• Conduct research on indirect tax laws and regulations, staying updated on changes that may affect the organization.
• Maintain accurate tax records and documentation to support tax filings and audit.
• Execution of a variety of corporate indirect tax processes including planning, compliance, provision and controversy matters
• Enhance technical skills by remaining up-to-date on trends, new legislative developments and tax authority decisions, and apply them to relevant complex situations
• Positive and cooperative attitude and maintaining the confidential and proprietary nature of the organization's information and related work products

WHAT YOU WILL BRING

• Minimum of 4 years of Canadian indirect tax experience
• CPA or equivalent accounting designation
• Completion of CPA In-Depth GST/HST Program
• A commitment to learning in a tax technology environment
• Strong project management and organizational skills
• Ability to work with tight deadlines
• Process oriented with excellent documentation skills
• Excellent verbal and written communication skills.

This opportunity is for an existing vacancy with the company. The anticipated base salary range for this position is $120,000 to $170,000. Exact salary depends on several factors such as experience, skills, education, and budget. Salary range may vary based on geographic location. In addition to base salary, this position is eligible for participation in a bonus program. In addition, The Company offers a variety of benefits to eligible employees, including health insurance coverage, wellness programs, life and disability insurance, retirement savings plans, paid leave programs, education-related programs, paid holidays and vacation time, and many others. Many of these benefits are subsidized or fully paid for by the company.  

CI Financial is an independent company offering global wealth management and asset management advisory services through diverse financial services firms. Since 1965, we have consistently anticipated and responded to the changing needs of investors. We are driven by a commitment to provide individuals and institutions with the highest-quality investments and advice.   Our commitment to the highest levels of performance means that whatever their position, CI employees must be comfortable in a fast-paced environment that will stretch them to tap into their highest potential.  Employees with a healthy dose of ambition, a desire to commit to a curious mindset for continuous learning, and a willingness to go the extra mile thrive at CI. 

A Supportive Environment for Success

We offer an in-office environment, competitive benefits, and a supportive workplace to help our employees thrive both personally and professionally.

WHAT WE OFFER 

• Modern HQ location within walking distance from Union Station
• Training Reimbursement
• Paid Professional Designations
• Employee Savings Plan (ESP)
• Corporate Discount Program
• Enhanced group benefits
• Parental Leave Top–up program
• Paid time off for Volunteering 

We are focused on building a diverse and inclusive workforce. If you are excited about this role and are not confident you meet all the qualification requirements, we encourage you to apply to investigate the opportunity further.

Please submit your resume in confidence by clicking “Apply”. Only qualified candidates selected for an interview will be contacted. CI Financial Corp. and all of our affiliates (“CI”) are committed to fair and accessible employment practices and provide reasonable accommodations for persons with disabilities. If you require accommodations in order to apply for any job opportunities, require this posting in an additional format, or require accommodation at any stage of the recruitment process please contact us at [email protected], or call 416-364-1145 ext. 4747.