Director, Fund Taxation

CI Financial is seeking a detail-oriented and collaborative Director, Fund Taxation to support the tax operations and compliance functions across CI’s suite of investment products—including mutual funds, ETFs, closed-end funds, mutual fund corporations, and segregated funds. This role plays a key part in ensuring accurate tax reporting, supporting fund tax planning, and maintaining compliance with Canadian tax regulations.

What you will do

Tax Operations & Compliance

• Coordinate the preparation and review of monthly, quarterly, and annual fund tax distributions and allocations.
• Assist in the preparation and filing of fund tax returns, including T3, T5, and NR4 slips.
• Support the review of mock and final year-end distributions and tax factors.
• Ensure compliance with CRA requirements and assist with audit engagements.

Tax Reporting & Documentation

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