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Symmetry Services Inc.
AVP Tax Services, Mutual Funds Company

Department Summary/Mandate

The Fund Taxation group is responsible for the analysis and determination of distributable income in respect of the firm as well as for the preparation of their respective annual tax returns. In addition, a significant amount of time is dedicated to providing tax technical support to the broader initiatives undertaken by the company and the work of other departments.

General Accountability/Position Summary
Reporting to the Vice President, Fund Tax Strategy and Compliance, the Assistant Vice President, Fund Tax Compliance is responsible for seeing that our fund distribution and tax reporting processes are effective, efficient, compliant and transparent. You will be accountable for supplying effective fund-related tax planning and compliance and for ensuring that the appropriate tax risk governance protocols are implemented, where required, and are effective. In this group you will work collaboratively with Fund Accounting, Investments, Product Management and Development, Data Management, Corporate Accounting, Legal and Compliance, Marketing and Global Treasury. A high focus is placed on assessing emerging tax issues affecting the investment funds.

Key Competencies

 Excellent leadership skills
 Excellent analytical and problem-solving skills
 Strong tax technical skills around domestic and international tax matters impacting the investment funds industry
 Strong presentation, written and oral communication skills
 Collaborate with others in the organization
 Highly organized and detail oriented
 Ability to manage time well and to delegate appropriately
 Strong coaching skills
 Responsive to priority requests and committed to meeting tight deadlines
 A team player with a positive attitude
 A big picture thinker
 Performs confidently with composure under pressure
 Able to use plain language to explain complex ideas and issues
 Focused on self-development and development of team - continues to be up-to-date on current issues and technical knowledge

Specific Accountabilities
Oversees all compliance aspects of fund tax for a large, complex groups of mutual fund trusts, mutual fund corporations, pooled funds, seg funds and exchange traded funds (ETFs)
Manages and directs the day-to-day compliance activities in the Fund Tax group
Ensures compliance with tax policies and filing requirements
Oversees and monitors incoming tax assessments and re-assessments and negotiates with tax authorities
Prepares tax elections, ruling requests, voluntary disclosure requests and other correspondence with federal and provincial tax authorities
Ensures proper compilation of all federal and provincial fund tax returns prepared by internal staff, and reviews same
Provides support and assistance with federal, provincial and excise tax audits
Reviews monthly, quarterly, annual and periodic fund distribution calculations and estimates
Provides tax advice and strategies to senior management
Conducts tax research and analysis as directed

General Accountabilities
Responsible for complex tax planning and implementing tax strategies
Assists in developing, researching, updating and maintaining internal controls
Develops, implements and enhances Fund Tax departmental processes
Maintains relationships with internal clients
Manages and liaises with internal and external auditors, external tax advisors and tax authorities
Liaises with Invesco global tax team, and participates in tax projects with global scope
Assists in the development and implementation of creative tax strategies to capitalize on product opportunities
Manages assigned projects
Manages and continues to develop a team of tax professionals
o Evaluate performance
o Coach and provide continuous feedback
o Develop the knowledge base of all team members for current and future roles
o Ensure appropriate delegation of assignments
Identifies opportunities for automation, efficiency and improvements in work processes
Monitors changes in the tax laws, assesses the impact of any changes on the funds, and recommends changes in procedures and controls, if required
Assists in the development of materials for internal Fund Tax forums for key leaders
Participates on projects as the tax subject matter expert
Offers input and tax guidance to various departments on tax-related business processes throughout the organization (e.g., proposals for product development, fund mergers)
Provides constructive input to department meetings and initiatives
Provides tax advice and strategies to senior management
Conducts tax research and analysis as directed


 CA, CMA or CGA
 Five or more years of professional tax-related experience, preferably within the financial services industry
 Minimum 3 years people management experience; strong management skills
 Completed or are enrolled in the CICA In-Depth Tax Course (Part I & II)
 Demonstrated technical tax knowledge with investment f

Date: July 2, 2014
Wage/Salary: 110k to 155k
Start: asap
Duration: full time
Type: Full Time
How to apply:e-mail
Company: Symmetry Services Inc.
Contact: John T. Horton

Eligibility note:

It is unlawful to employ a person who does not have permission to live and work in Canada. Unless the advert states otherwise, please ensure you have this permission before applying.

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