Job Description

Location: Toronto, ON, Canada


Date Posted: Nov 4, 2025


Requisition ID: JR4641

Description

At CI, we see a great place to work as one that is a safe place for everyone to have a voice, where people are empowered to take ownership over meaningful work, where there is an opportunity to grow through stretching themselves, where they can work on innovative products and projects, and where employees are supported and engaged in doing so.

CI Financial is seeking a detail-oriented and collaborative Manager, 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

Prepare and maintain documentation for PFIC reporting, HST blended rate calculations, and international tax forms (e.g., W-8 BEN-E, CRS, W-9). Monitor changes in tax legislation and assist in updating internal procedures accordingly. Maintain robust documentation and internal controls for fund tax processes.

Cross-Functional Support

Collaborate with Legal, Product, Operations, and Client Services teams to address tax-related inquiries and support product initiatives. Participate in fund launches, mergers, and terminations from a tax perspective. Assist in the development and maintenance of tax reporting tools and systems.

Team & Vendor Coordination

Provide guidance and mentorship to junior tax staff. Liaise with external tax advisors, custodians, and service providers to ensure timely and accurate tax filings and data exchange.
CI Financial is an independent company offering global wealth management and asset management advisory services through diverse financial services firms. Since 1965, we have consistently anticipated and responded to the changing needs of investors. We are driven by a commitment to provide individuals and institutions with the highest-quality investments and advice. Our commitment to the highest levels of performance means that whatever their position, CI employees must be comfortable in a fast-paced environment that will stretch them to tap into their highest potential. Employees with a healthy dose of ambition, a desire to commit to a curious mindset for continuous learning, and a willingness to go the extra mile thrive at CI.

A Supportive Environment for Success

We offer an in-office environment, competitive benefits, and a supportive workplace to help our employees thrive both personally and professionally.

WHAT WE OFFER

Modern HQ location within walking distance from Union Station Training Reimbursement Paid Professional Designations Employee Savings Plan (ESP) Corporate Discount Program Enhanced group benefits Parental Leave Top-up program Paid time off for Volunteering
We are focused on building a diverse and inclusive workforce. If you are excited about this role and are not confident you meet all the qualification requirements, we encourage you to apply to investigate the opportunity further.

Please submit your resume in confidence are committed to fair and accessible employment practices and provide reasonable accommodations for persons with disabilities. If you require accommodations in order to apply for any job opportunities, require this posting in an additional format, or require accommodation at any stage of the recruitment process please contact us at accessible.recruitment@ci.com , or call 416-364-1145 ext. 4747.