Manager, Tax - TD Asset Management

Work Location

• Toronto, Ontario, Canada

Hours

• 37.5

Line of Business

• Finance

Pay Details

• $130,000 - $150,000 CAD

• This role is eligible for a discretionary variable compensation award that
• considers business and individual performance.

• TD is committed to providing fair and equitable compensation opportunities to
• all colleagues. Growth opportunities and skill development are defining features
• of the colleague experience at TD. Our compensation policies and practices have
• been designed to allow colleagues to progress through the salary range over time
• as they progress in their role. The base pay actually offered may vary based
• upon the candidate's skills and experience, job-related knowledge, geographic
• location, and other specific business and organizational needs.

• As a candidate, you are encouraged to ask compensation related questions and
• have an open dialogue with your recruiter who can provide you more specific
• details for this role.

Job Description

• TD Asset Management (TDAM), a member of TD Bank Financial Group, is a leading
• North American investment manager offering progressive investment solutions to
• both institutional and individual investors. For over two decades, the
• organization has established competitive market positions in active,
• quantitative, and passive portfolio management.  As of December 31, 2025, TDAM
• and its affiliates manage over $508 billion  in assets on behalf of pension,
• insurance, endowment/foundation, and corporate clients, as well as high-net
• worth clients and retail mutual funds.

• The Investment Funds Tax team is responsible for all tax matters including tax
• compliance, research, advocacy and issue resolution.

• Position Summary: The Tax Manager is responsible for tax compliance for more
• than 260 funds including mutual funds, pooled funds, segregated funds, limited
• partnerships, exchange traded funds and a mutual fund corporation administered
• by a third-party administrator.  This is a hands-on position that primarily
• focuses on investment funds in Canada and reports to the Head of Tax- Investment
• Fund.  Development opportunities will be available for offshore alternative
• funds.

The Key Responsibilities / Duties

• Responsible for overseeing funds' mock and year-end distribution review

process by acting as a key contact person to liaise with fund administrator,

external tax advisors, and internal wealth management business partners.

Understand the fund accounting and the implication to tax distribution.

• Review and file T3 tax returns and related tax forms for TD funds prepared by

external tax advisor.

• Knowledge of the investment fund industry and familiarity with various asset

classes including mutual fund trusts and mutual fund corporations.

• Review HST returns and PFIC factors.
• Primary contact for foreign tax agents and ensure tax compliance in foreign

jurisdiction.

• Track and maintain proper audit trail of tax issues and matters.  Ensures

proper follow through and issues resolution.

• Reviews certain corporate actions for proper treatment.  Provide advice on

the proper handling of complicated corporate actions.

• Work closely with external auditors on year end and interim audits from a tax

perspective, and with tax authorities on notice of assessments, audits and

other tax matters.

• Assist in reviewing tax-related disclosures in fund prospectuses, offering

documents, and related legal documents.

• Respond to tax inquiries from internal business partners.  This includes

maintaining strong relationships with TD Corporate Tax and TD Wealth Tax

Operations.

• Assist in establishing and maintaining proper policies, procedure and ensure

controls are executed in managing tax risks.

• Work with vendor manager to handle engagement letters, fee approvals and

vendor performance.

• Keep abreast of and provide timely notification of upcoming, pending, and

approved tax legislative changes.

• Strong attention to detail and ability to work with precision and meet tight

deadlines.

Position qualification requirements

• University degree in accounting, taxation, or a related business

administration discipline.  Enrolment or completion of CICA in-depth tax

courses I and II is an asset.

• 3-5 Years investment funds related tax experience in a major accounting firm,

asset manager or fund administrator.

• Demonstrated tax experience with mutual fund corporations, partnerships,

trusts, regulated investment entities, various security types and

derivatives.

• Experience in handling tax audits and resolving tax issues with minimal

supervision

• Strong technical research, analytical and problem-solving skills.
• Strong communication, teamwork and relationship building skills.
• Strong organizational skills and ability to consistently meet tight

compliance deadlines.

• Self-motivated person who can take initiative to improve tax related

processes and procedures.

• Proficient with Microsoft Excel, Word and MS office applications; and with

tax databases and applications.

Who We Are

• TD is one of the world's leading global financial institutions and is the fifth
• largest bank in North America by branches/stores. Every day, we strive to make
• every interaction, product, and experience remarkably human and refreshingly
• simple for over 27 million households and businesses in Canada, the United
• States and around the world. More than 95,000 TD colleagues bring their skills,
• talent, and creativity to foster deeper relationships, ensure disciplined
• execution, and build a simpler, faster banking experience. TD is deeply
• committed to being a leader in client experience, that is why we believe that
• all colleagues, no matter where they work, are client facing. Together, we are
• reimagining what banking can be for our clients, colleagues and communities.

• Our Total Rewards Package
• Our Total Rewards package reflects the investments we make in our colleagues to
• help them and their families achieve their financial, physical, and mental
• well-being goals. Total Rewards at TD includes a base salary, variable
• compensation, and several other key plans such as health and well-being
• benefits, savings and retirement programs, paid time off, banking benefits and
• discounts, career development, and reward and recognition programs. Learn more
• [http://www.td.com/ca/en/about-td/who-we-are/benefits-of-working-at-td]

Additional Information

• We’re delighted that you’re considering building a career with TD. Through
• regular development conversations, training programs, and a competitive benefits
• plan, we’re committed to providing the support our colleagues need to thrive
• both at work and at home.

• Please be advised that this job opportunity is subject to provincial regulation
• for employment purposes. It is imperative to acknowledge that each province or
• territory within the jurisdiction of Canada may have its own set of regulations,
• requirements.

• Colleague Development

• If you’re interested in a specific career path or are looking to build certain
• skills, we want to help you succeed. You’ll have regular career, development,
• and performance conversations with your manager, as well as access to an online
• learning platform and a variety of mentoring programs to help you unlock future
• opportunities.

• If you’re passionate about helping clients and building deep, lasting
• relationships, TD offers diverse career paths where you can grow your expertise
• and make a meaningful impact.

• We're committed to your success and foster a respectful workplace where diverse
• perspectives are valued, everyone has fair opportunities to grow, and you can
• unlock your full potential to achieve your career goals. Here at TD, we hire and
• develop the best.

• Training & Onboarding
• We will provide training and onboarding sessions to ensure that you’ve got
• everything you need to succeed in your new role.

• Interview Process
• We’ll reach out to candidates of interest to schedule an interview. We do our
• best to communicate outcomes to all applicants by email or phone call.

• Accommodation
• Your accessibility is important to us. Please let us know if you’d like
• accommodations (including accessible meeting rooms, captioning for virtual
• interviews, etc.) to help us remove barriers so that you can participate
• throughout the interview process.

• We look forward to hearing from you!

Language Requirement (Quebec only)

• Sans Objet