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Advising Director, Fund Tax - Trans-Canada Capital - 31205

Location: MONTREAL, QC, Canada
Posting Start Date: Nov 24, 2022
Posting End Date: Dec 8, 2022


Job Description


Being part of Air Canada is to become part of an iconic Canadian symbol, recently ranked the best Airline in North America. Let your career take flight by joining our diverse and vibrant team at the leading edge of passenger aviation.
Trans-Canada Capital (TCC) is an innovative asset management firm specializing in non-traditional investment strategies for institutional investors. Since 2009, the team has successfully managed the pension assets of Air Canada, one of the largest corporate pension plans in the country. Over the years, we have earned an enviable reputation by generating superior returns through sophisticated strategies focusing on alpha generation in a rigorous risk-controlled framework. With around $28 billion in assets under management, over 100 investment professionals based in Montreal, and a complete range of innovative solutions, TCC is well positioned to meet the needs of institutional investors seeking consistent returns.
Reporting to the CFO, the candidate will be mainly responsible of the different tax strategies and tax compliance requirement of the investment manager (TCC Inc.)  and the different funds of TCC. The ideal candidate will have developed his/her sense of priorities, be rigorous and will be able to work efficiently. TCC offers a complex financial environment in which the candidate will be able to play a leading role in the development of the different tax subject of the firm.
The candidate will choose TCC because of its collaborative work environment, the sophistication and diversification of the financial products traded, the tight-knit relationship amongst the investment teams and the competitiveness of its total compensation package. 
The position is based in downtown Montréal.
Role and Responsibilities: 
  • Participate actively to the structure and implementation of new funds to ensure that they are compliant and tax optimal for the investors
  • Act as Tax expert for the onboarding of new clients and the creation of new TCC funds to ensure tax optimization and compliance
  • Participate to the structure and implementation of investments with external managers
  • Work with external consultants to file the necessary forms and returns to obtain refunds of withholding taxes in various countries
  • Responsible of the withholding tax process for all TCC Funds, including any reclaim, and ensure that the withholding taxes are allocated to the right investors
  • Ultimate responsible for the determination of the appropriate withholding tax rate used in the various TCC Funds
  • Supervise FATCA, CRS and withholding statements for all TCC entities, including the TCC Funds
  • Supervise the preparation of the tax returns for TCC inc. and the subsidiaries
  • Supervise the preparation of the Canadian and U.S tax returns for the TCC funds and the Master Trust, such as T2, T3, T5013, T1135, T1134, K1 and K3
  • Manage the relationship between TCC and the tax team of Air Canada
  • Contribute proactively to strategic decisions regarding the tax structure of the firm to support its growth
  • Responsible for overseeing and managing quarterly income allocation to the investors of the different TCC funds
  • Perform other duties and ad hoc projects as assigned or required and act as a resource person for team members as necessary


  • Bachelor’s degree in accounting and a professional designation, such as CPA
  • Master in tax, desirable
  • A minimum of 10 years of relevant experience in tax
  • Experience with hedge fund, alternative investments and investment managers, an important asset
  • Excellent knowledge of Microsoft Office (Excel)
  • Bilingual (spoken/written) French and English, essential
  • Genuine interest/ knowledge in both complex and simple financial products
  • Strong organizational and relationship management skills (high quality, well structured work)
  • Ability to make informed decisions effectively, with a sense of ownership and commitment   
  • Fast learner, team player, with the ability to work well independently
  • Autonomy Pro-active and strong sense of initiative
  • Excellent communication skills
Conditions of Employment:
  • Candidates must be eligible to work in the country of interest, at the time any offer of employment is made and seeking any required work permits/visas or other authorizations which may be required is the sole responsibility of the candidates applying for this position.
Linguistic Requirements

Bilingual (English and French).

Diversity and Inclusion

Trans Canada Capital Inc. is strongly committed to Diversity and Inclusion and aims to create a healthy, accessible and rewarding work environment which highlights employees’ unique contributions to our company’s success.

As an equal opportunity employer, we welcome applications from all to help us build a diverse workforce which reflects the diversity of our customers, and communities, in which we live and serve.

Trans Canada Capital Inc. thanks all candidates for their interest; however only those selected to continue in the process will be contacted.