TL;DR

Canadian Fund Tax Associate (Finance): Support Canadian fund tax compliance and structuring within the Operations and Investment Product Management team. With an accent on tax account management, coordination with tax providers, and regulatory correspondence. Focus on managing tax notices, filings, and cross-functional collaboration to ensure compliance and efficient tax operations.

Location: Toronto, Ontario, Canada with hybrid work format (office Monday-Thursday, remote Friday)

Salary: CAD 80,000–110,000

Company

iCapital is a fintech product company expanding rapidly in the Canadian marketplace, focused on investment product management and operations.

What you will do

  • Assist with fund tax structuring discussions and maintain documentation.
  • Manage registration and accounts with CRA and Revenue Quebec for feeder funds.
  • Coordinate with Fund Administrator and Finance teams to streamline payments.
  • Handle mail tax notices, logging, and correspondence with revenue agencies.
  • Coordinate tax slip postings and retrieval of tax documents for third-party preparers.
  • Support external tax providers with Canadian income and sales tax filings.

Requirements

  • Location: Toronto, Ontario, Canada
  • Bachelor’s degree required.
  • Experience interacting with the Canadian Revenue Agency preferred.
  • Strong Excel skills and ability to learn new systems.
  • Organized, self-motivated, detail-oriented with ability to work cross-functionally.

Culture & Benefits

  • Hybrid work schedule: office Monday-Thursday, remote Friday.
  • Comprehensive benefits including medical, dental, vision, life insurance, and long-term disability fully covered by company.
  • Retirement plans with company match.
  • Unlimited paid time off and flexible work arrangements.
  • Supportive, inclusive workplace with equal opportunity employment.