VP Tax, Product Tax

Overall responsibilities of VP, Taxation

Product Tax

• Responsible for management and oversight of external service providers with respect to tax services provided including year‑end distribution and tax reporting
• Review of mock and final distribution calculations prepared by fund administrators
• Ensure minimum distribution requirements are met and properly reported to unit holders
• Review year‑end tax reporting including T3 summary and slips, CDS factors, PFIC statements etc.
• Review and file of tax returns (T3, GST/HST etc.) and ensure compliance with tax laws and regulations applicable to the funds, fund investments and fund shareholders
• Assist the director in establishing tax policies and procedures and managing implementation/compliance by tax service providers
• Provide tax assistance with respect to issuance of financial statements and respond to external auditor’s tax relate...