Location
toronto
Posted
June 04, 2026
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...
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...