Overview
Fund Tax Analyst Sr Jobs in Toronto, Canada at Fidelity Investments
Description
Current work authorization for Canada is required for all openings.
You will be working on a flexible hybrid schedule as part of Fidelity’s dynamic working arrangement.
The work location for this role is 483 Bay Street in Toronto until approximately late 2026, when the work location will change to the new Mississauga office at 3 Robert Speck Parkway.
Who We Are
At Fidelity, we’ve been helping Canadian investors build better financial futures for over 35 years. We offer individuals and institutions a range of trusted investment portfolios and services – and we’re constantly seeking to find new and better ways to help our clients. As a privately owned company, we boldly embrace innovation in all areas as we continue to grow our business into the future.
Working with us means you’ll be part of a diverse and dedicated group of people who make a real difference for our clients and communities every day. You’ll have a wide range of opportunities to grow and develop your career in an inclusive environment where you’ll feel valued and supported to be your best – both personally and professionally.
The Opportunity:
The Fund Tax Analyst Senior is a member of the Fund Treasurer’s Office and reports to the Director, Fund Tax. This role will assist the Fund Tax Managers , with responsibilities including the review of fund distributions, tax returns and other compliance requirements, and the support of special projects and key strategic initiatives of the organization.
What You Will Do:
Tax compliance includes the review of monthly, quarterly, annual distribution calculation prepared by service providers.
Review and file yearly T3 Trust Income Tax Returns and applicable foreign tax returns.
Prepare tax analysis on fund events including large rebalancing, client redemptions, etc.
Prepare internal stakeholder reporting for ETFs
Prepare documentation required for foreign reclaims and ad-hoc requests relate to this nature
Assist with the review of FCSC taxable position
Assist with non-routine projects as they arise
What We’re Looking For:
Bachelor’s degree ideally in accounting or equivalent experience.
3-4 years of relevant experience in tax related role
Financial institution industry experience is an asset
CPA, Master’s of Taxation are an asset
What You Will Bring
Strong technical tax knowledge, tax research, analytical and problem solving skills.
Good knowledge of IFRS tax accounting standards.
Strong leadership, organizational and critical thinking skills.
Positive attitude, team player and strong interpersonal skills.
Quick learner and able to work independently without guidance.
Curious in asking good questions, self-motivated, results-oriented and “eager to learn” attitude.
Strong verbal and written communication skills, and good presentation skills including presenting to non-tax persons or senior management on complicated tax matters.
Strong proficiency with excel (pivot tables and v-lookups), tax research database (such as CCH) and Taxprep software
Total Rewards That Reflect Your Impact
We believe exceptional work deserves exceptional recognition. That’s why we offer a competitive compensation package designed to support your success today—and your financial well-being tomorrow.
For this role, your total rewards include:
Base Salary and discretionary Performance Bonus:
Total annual cash compensation (base salary plus target bonus) ranges from $105,000 to $123,000, based on experience and qualifications.
RRSP Contribution
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After 6 months of employment, we invest in your future with an RRSP contribution—no employee matching required.
We’re proud to offer a compensation package that aligns with provincial pay transparency requirements
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This posting represents an existing vacancy within our organization—an opportunity to step into a role where your talents will make a meaningful difference.
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Title: Fund Tax Analyst Sr
Company: Fidelity Investments
Location: Toronto, Canada
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