The Apex Group was established in Bermuda in 2003 and is now one of the world’s largest fund administration and middle office solutions providers.
Our business is unique in its ability to reach globally, service locally and provide cross-jurisdictional services. With our clients at the heart of everything we do, our hard-working team has successfully delivered on an unprecedented growth and transformation journey, and we are now represented by over circa 13,000 employees across 112 offices worldwide.Your career with us should reflect your energy and passion.
That’s why, at Apex Group, we will do more than simply ‘empower’ you. We will work to supercharge your unique skills and experience.
Take the lead and we’ll give you the support you need to be at the top of your game. And we offer you the freedom to be a positive disrupter and turn big ideas into bold, industry-changing realities.
For our business, for clients, and for you
The Role & Key Responsibilities:
· Year-End Distribution Calculations — Prepare and review YE distribution amounts for funds and partnerships.
· Tax Compliance — Complete and review Canadian tax returns and investor reporting slips, including T3, T5013, and T5008.
· FATCA / CRS — Manage annual FATCA and CRS due diligence, reporting, and investor classification.
· SLFI Sales Tax Reporting — Prepare SLFI GST/HST filings and ensure compliance with special attribution rules.
· T1134 Reporting — Prepare and review foreign affiliate reporting packages.
· Mock Calculations — Run mock tax calculations to support planning, forecasting, and client discussions.
· Investor ACB Adjustments — Process ACB updates, including workflows through with large clients.
· Tax Planning Support — Participate in planning kickoff meetings and support structuring discussions.
· Client Onboarding — Review onboarding reports, set up tax profiles, and ensure smooth integration into tax processes.
· LP ACB / ARA Updates — Maintain investor-level ACB and ARA data within tax software.
· Team Training — Lead internal training, monitor legislative changes, and update templates, binders, and process documentation.
· Automation — Support automation initiatives and coordinate with operations teams.
· Billing — Issue invoices and follow up with clients on outstanding items.
· Tax Prep Software — Use Tax Prep for compliance, reporting, and workflow management.
Qualifications, Skills and Experience:
· 7+ years of Canadian tax experience (preferably in asset management, funds, or partnerships).
· Strong knowledge of Canadian income tax rules, SLFI/GST/HST, FATCA/CRS, and foreign affiliate reporting.
· Experience with Tax Prep, Paxus, and fund administration systems
· Ability to manage multiple deadlines, prioritize effectively, and communicate clearly with clients.
· CPA designation ;
· CICA in-Depth taxation / Masters in Taxation (MTax) preferred;
· Strong analytical skills and comfort working with large data sets.
Preferred Attributes
· Proactive, organized, and comfortable owning processes end-to-end.
· Strong communicator who can explain tax concepts to non-tax stakeholders.
· Enjoys improving processes, documentation, and automation.
· Thrives in a fast-paced environment with evolving client needs.
Salary ranges from CAD $165,000.00 – CAD $185,000.00 plus additional discretionary yearly bonus based on corporate and individual's performance. Compensation within this range is dependent on individual's skills, experience and qualifications.
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Disclaimer: Unsolicited CVs sent to Apex (Talent Acquisition Team or Hiring Managers) by recruitment agencies will not be accepted for this position. Apex operates a direct sourcing model and where agency assistance is required, the Talent Acquisition team will engage directly with our exclusive recruitment partners.
