Manager – Taxation

Manager – Taxation

Requirements

• Chartered Professional Accountant or equivalent relevant designation
• Requires an individual with 5 or more years of experience in tax compliance
• Completion of Level 1 and 2 of the CICA In-Depth program an asset
• Good priority setting and time management skills in order to coordinate the work of others to meet deadlines and quality standards
• Requires an understanding of Canadian taxation, and a basic understanding of international taxation (i.e. treaty interpretation) and foreign domestic legislation
• Excellent analytical skills and the ability to think through problems, assess a variety of factors and recommend a solution
• Understand the tax implications of private asset investing including the withholding tax implications, cash repatriation strategies, exit tax implications on disposition of private assets, etc
• Good background skills and knowledge of accounting and reconciliation processes
• Must be able to work to deadlines, adapt to a rapidly changing environment and sustain high productivity levels
• Must be extremely detail oriented, organized and thorough
• Self-starter, confident, innovative, team player
• Strong communication (written and verbal) and interpersonal skills, including ability to work cooperatively with many different stakeholders across the globe and ability to manage outside tax advisors
• Must be able to effectively deal with internal and external clients and suppliers
• Ability to work with minimum supervision

Responsibilities

• Independently support the delivery of compliance services from third party tax compliance providers
• Providing insight to external tax advisors engaged to prepare the returns
• Support the preparation of internally managed tax returns
• Interact with internal stakeholders to manage the tax payment and tax refund processes
• Assist in the preparation and review of tax provisions
• Assisting with day-to-day department reporting to the Chief Legal Officer
• Monitoring and support controlling department costs
• Support in the management of CRS/FATCA reporting
• Assisting with management of relationships with external advisors
• Manage withholding tax reclaims with the custodian and external advisors
• Identify tax filing alternatives, tax risks and process enhancements where applicable
• Help maintain OTPP’s institutional tax knowledge as it relates to permanent establishments, corporate tax residency, transfer pricing, tax filing requirements, etc. associated with OTPP’s international footprint
• Ensuring enterprise-wide compliance with internal corporate tax policies
• Assist in special enterprise projects and/or initiatives as needed
• Stay abreast of developments in investment-related tax laws and regimes in relevant jurisdictions around the world with a focus on compliance
• Support the impact assessment of investment-related tax laws, with a focus on areas that impact tax compliance
• Identify tax risks and opportunities to improve the efficiency and effectiveness of the tax compliance process and provide the recommendations to Senior Manager and Tax team
• Be a trusted member of the tax team to advise on compliance issues and manage operational elements integral to investment structures
• Assisting in maintaining the Tax Risk Framework established by the Department
• Assisting management in monitoring internal controls over tax risk
• Assist with reviews, audits, disputes, and assessments initiated and performed by the CRA and other tax authorities, domestic and foreign. Collaborate with impacted teams, as appropriate
• Responsible for maintaining reporting tools and templates
• Identifying and executing on opportunities to improve processes and controls, and building internal scalability
• Continuously improve the effectiveness and/or efficiency including evolving the use of technology and data
• Develop process improvements to expedite filings, minimize errors and manage risk within the regular reporting process

Preferred Qualifications

• Completion of Level 1 and 2 of the CICA In-Depth program an asset