Personal Finance Advisor helping Desjardins members and businesses choose investments, loans, and insurance. Building trusted relationships while balancing client satisfaction, profitability, and risk.
About the role
- Director of Finance and Tax for Management Equity operations at SLC Management overseeing financial reporting and tax compliance processes. Collaborating across internal teams and external partners for efficient information flow and compliance.
Responsibilities
- Support the financial and tax operations of the Management Equity Plan (MEP).
- Ensure accurate financial reporting, tax compliance, and stakeholder communication across SLC.
- Develop and implement robust reporting and communication processes, within tight deadlines, for the management equity plan at SLC Management.
- Ensure that management receive the necessary information to complete their personal tax obligations arising from the MEP program.
- Collaborate with internal and external business partners to ensure the required information and filings are delivered efficiently.
- Analyze and reconcile accounting vs. taxable income differences.
- Coordinate with tax advisors and operational tax teams to ensure timely and accurate tax filings and payments.
- Act as a liaison between HR, Finance, Corporate Tax, Affiliate Tax, and external advisors to gather and disseminate financial and tax data.
- Contribute to the development and implementation of streamlined reporting and communication processes.
Requirements
- CPA or equivalent designation strongly preferred.
- 8+ years of experience in finance or tax roles, ideally within asset management or financial services and ideally with a strong tax component to their work
- Strong curiosity, desire to learn and resilience - this is a multi-disciplinary role requiring understanding of finance, tax and legal structures across different jurisdictions (mainly US and Canada but also others, particularly the UK)
- Experience working with tax-transparent entities and the tax reporting associated with them is a strong benefit
- Strong understanding of tax-to-IFRS differences and legal entity structures
- Excellent analytical, communication, and stakeholder management skills.
Benefits
- Excellent benefits and wellness programs to support the three pillars of your well-being – mental, physical and financial – including generous vacation and sick time
- Market-leading maternity, parental and adoption leave top up program
- A partially-paid sabbatical program
- Pension, stock and savings programs with an employer-paid match to help build and enhance your future financial security
- A flexible work environment with a friendly, caring, collaborative and inclusive culture focused on career growth development
- The opportunity to move along a variety of career paths with amazing networking potential
- Award winning workplace culture - Great Place to Work® Certified in Canada and the U.S., “Best Places to Work” by Glassdoor, Award for Excellence for Mental Health at Work, “Best Places to Work in Money Management” by Pension & Investments
Job title
Job type
Experience level
Salary
Degree requirement
Location requirements
Report this job
Found something wrong with the page? Please let us know by submitting a report below.
VP of Finance leading accounting, treasury, reporting, and finance transformation for Centricity Research’s US and Canadian clinical research network. Supporting acquisitions, refinancing, and scalable growth.
Senior Principal leading tax and preferred equity investments at Crux, a clean - energy capital platform. Structuring complex transactions and guiding Investment Committee decisions.
Principal executing tax and preferred equity investments for Crux, a clean - energy capital platform. Leading transaction modeling, negotiations, Investment Committee preparation, and portfolio stewardship.
Financial Reporting Manager leading accounting, reporting, controls, and compliance for Creative Energy’s sustainable district energy systems. Supporting low - carbon infrastructure growth across North America.
Investment Banking Associate advising real estate clients at Desjardins Capital Markets. Building financial models, analyzing transactions, and supporting client mandates across Canada.
Client Financial Services Agent supporting business banking clients at Desjardins cooperative. Managing account documentation, sales support, client relationships, and business development activities.
Director guiding Quebec and Atlantic Canada advisors on portfolio construction, risk, and communication. Supporting Manulife’s investment consulting program through referrals and advisor engagements.
Director of FP&A leading budgeting, forecasting, KPI analytics, and strategic finance for Polycor, a global natural stone industry leader. Driving profitability, capital allocation, and operational performance.
Structured finance analyst evaluating securitized products and fund structures for S&P Global Ratings. Delivering credit opinions, surveillance, committee materials, and AI - enabled analytical workflows.