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Fund Reporting & Tax Senior Specialist Role

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Aviso
πŸ“ toronto, Canada
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Location toronto
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Posted June 04, 2026
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Commute Local Area
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Job Description

Pursue a pivotal role as a Senior Specialist in Tax & Fund Reporting at Aviso Wealth. This position combines oversight of taxation strategy and regulatory compliance for mutual funds.

As a Senior Specialist, you will lead the taxation strategy, implement new tax regulations, and support various fund activities. With a commitment to service excellence, you will also assist the Fund Reporting team in preparing essential financial documents while fostering partnerships both inside and outside the organization.

Key Responsibilities: β€’ Manage fund distributions and T3 factor assessments β€’ Provide support for fund mergers and new launches β€’ Assess and recommend tax optimization strategies β€’ Ensure compliance with Canadian and international tax laws β€’ Collaborate on financial statements and regulatory filings

Requirements: β€’ Relevant university degree or diploma is required β€’ CPA designation preferred β€’ At least 5 years of tax and fund accounting experience β€’ Strong...

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πŸ“ Location Details

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City
toronto
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Country
Canada
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Commute
Local Area

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