Canadian Fund Tax - Associate / Assistant Vice President

Experience in fund tax and dealing with the CRA in investment funds/asset management environment is preferred

Comfortable learning new systems and technology

We believe the best ideas and innovation happen when we are together. Employees in this role will work in the office Monday-Thursday, with the flexibility to work remotely on Friday.

The base salary range for this role is between CAD 80,000 to CAD 110,000.  iCapital offers a comprehensive benefits package that includes a competitive total compensation package consisting of salary, bonus, and equity for all full-time employees.   The Company pays 100% of the premium for all Group Benefits for you and your dependents.  Some of these benefits include medical, dental, vision, prescription, life insurance and long-term disability.  We offer a variety of Retirement Plans which have a company match.   We offer unlimited Paid Time Off (PTO) and most employees the flexibility to work in the office three to four days and remotely for the remainder of the week.  Every department has different needs, and some positions will be designated in-office jobs, based on their function.

For additional information on iCapital, please visit

https://www.icapitalnetwork.com/about-us

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iCapital’s rapid expansion in the Canadian marketplace creates an opportunity for an experienced and talented tax professional to support its Canada expansion strategy in a newly created role within the Operations and Investment Product Management team.

This role, along with team members, will service all Canadian access funds for tax compliance related matters.

Support the Canada tax team with full cycle of Canadian income and indirect tax compliance by actively coordinating work with external tax service providers, fund administrator, and internal teams to drive deliverables for feeder funds structured as trusts and partnerships

Assist in monitoring investors inquiries on T3, T5013, T5008, NR4 tax slips from investors, and coordinate with external advisors to support the process of Canadian income tax and information returns, SLFI returns and US tax returns.

Assist with fund tax structuring discussion, coordinate with external tax providers and internal teams to ensure structuring material is well documented and accurately maintained.

Responsible for registration and account opening for income, sales tax and non-resident account with the CRA and Revenue Quebec for the feeder funds, maintaining the tax accounts, and handling correspondence with the revenue agencies on these matters.