Tax Manager
Tax Manager
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Job Description
Role Description
As FNZ continues to build its nextgeneration wealth management platform were looking for a Tax Reporting Manager to help lead our daily tax operations.
Youll play a key role in supporting system development managing tax reporting processes and delivering compliance excellence across both U.S. and Canadian jurisdictions. This position blends technical tax knowledge with operational insight to support large scale operations for wealth clientsincluding individuals trusts corporations and partnerships. Youll join a collaborative agile team and report directly to the VP of Tax Operations for North America.
What Youll Bring
- Proactive mindset with a passion for process improvement.
- Proven ability to manage multiple priorities under tight deadlines.
- A collaborative spirit eager to share knowledge and support team growth.
- Flexible and adaptable to evolving business needs.
Role Responsibilities
Tax Reporting & Compliance
- Lead daytoday tax activities including withholding tax monitoring and remittance to tax authorities (U.S.: IRS / State; Canada: CRA / RQ).
- Oversee client tax reporting deliverables (U.S.: FormsRMDs; Canada: T3 T5 NR4 T5008.
- Analyze investment transactions for tax reporting purposes: corporate actions dividend/interest gain/loss amortization/accretion and cost basis adjustments.
- Manage tax lot corrections inheritance stepups (DOD) and support fixed income reporting (e.g. OID MBS REMIC).
- Support accurate tax reporting for accounts such as IRA/NRA (Canada: RRSP TFSA RESP RDSP) and registered/nonregistered investment plans.
- Ensure timely distribution of tax data to advisors and stakeholders.
- Propose and implement process improvements to drive reporting accuracy and efficiency.
Tax Subject Matter Expert (SME) & Stakeholder Engagement
- Serve as the internal goto for tax questions from operations product and clientfacing teams.
- Support new client onboarding and taxrelated platform integrations.
- Participate in daily tax meetings contributing insights to streamline operations.
- Collaborate crossfunctionally to align with product development legal and compliance teams.
Experience required
- Bachelors degree in related field or equivalent experience
- Ideal candidate will have 5 years of tax reporting or similar experience in a wealth management investment or financial services setting (U.S. or Canadian markets).
- Strong understanding of IRS and/or CRA tax regulations impacting investment accounts and reporting.
- Experience with tax reporting for registered and nonregistered investment accounts (e.g. IRA/TFSA Trusts Corps LLCs RRSPs).
- Solid knowledge of wealth management operations; corporate actions taxability cost basis adjustments and withholding tax processing.
- Comfortable navigating tech platforms and collaborating with tech teams. Familiarity with systems such as BetaNXT Maxit SQL or wealth accounting tools a plus.
- Strong attention to detail and ability to work independently in a dynamic environment.
- Excellent communication and stakeholder management skills.
NOTE: This is a hybrid role where you will be required to work out of our Toronto or Boston office.
What FNZ offers:
A competitive base salary bonus and paid time off.
FNZ will match pension plan contributions at 150%up to 4 total Employee Contribution.
Employerpaid medical dental and vision insurance and more.
We are missionled work at the heart of a purposeled organization where you can be proud of the impact you make every day. Where youll transform the way over 20 million people invest making wealth management more accessible sustainable and transparent to more people.
Learning & development Placing emphasis on a willingness to learn to think differently to be creative and to help drive innovation.
Be part of a highly successful rapidly growing PreIPO global business that is leading the delivery of financial services via cloud computing and partners with some of the worlds largest companies;
We provide global career opportunities for our best employees at any of our offices in the US Canada UK Czech Republic Asia Australia or New Zealand
About FNZ Culture
Our culture is what drives us. Its at the heart of who we are and everything we do. Its what inspires excites and moves us forward.
Our ambition is to create a culture for growth one that opens up limitless opportunities for our employees customers and the wider world.
At FNZ we know that great impact is only possible with great teamwork.
Thats why we value the strength and diversity of thought in our global team.
The FNZ Way is the cornerstone of what we do. It comprises four values that set the standard for how everyone at FNZ interacts with each other with our customers and with all our diverse stakeholders worldwide.
Customer obsessed for the longterm
Think big and make an impact
Act now and own it all the way
Challenge commit and win together.
About FNZ
FNZ is committed to opening up wealth so that everyone everywhere can invest in their future on their terms. We know the foundation to do that already exists in the wealth management industry but complexity holds firms back.
We created wealths growth platform to help. We provide a global endtoend wealth management platform that integrates modern technology with business and investment operations. All in a regulated financial institution.
We partner with over 650 financial institutions and 12000 wealth managers with US$1.5 trillion in assets under administration (AUA).
Together with our customers we help over 20 million people from all wealth segments to invest in their future.
Required Experience:
Manager
Employment Type
Full-Time
