Wealthsimple tax manager owning Canadian corporate direct tax for a leading financial services platform. Managing tax provisions, compliance, deferred tax positions, audits, and technical documentation across a multi - entity group.
About the role
- Wealthsimple fintech tax manager owning Canadian and international transfer pricing frameworks. Building scalable documentation, controls and advisory processes for growth and IPO readiness.
Responsibilities
- Own, update and maintain the group’s transfer pricing framework, policies, governance processes and contemporaneous documentation
- Lead Canadian and international transfer pricing documentation, including local files, master files and supporting analyses
- Develop scalable transfer pricing processes, controls and governance
- Identify opportunities to automate transfer pricing calculations, data collection and reporting
- Lead transfer pricing analysis for intercompany services, technology and IP arrangements, financing, guarantees, cost allocations and other related-party transactions
- Assess transfer pricing methodologies and oversee benchmarking and economic analyses
- Manage transfer pricing calculations, data requirements and processes
- Monitor intercompany transactions and identify gaps between policies, agreements and actual activity
- Review and/or design intercompany agreements and supporting documentation
- Identify transfer pricing implications of new products, entities, jurisdictions and operating model changes
- Manage external advisors for special projects and ensure technically sound, commercially practical deliverables
- Support transfer pricing audits, tax authority inquiries and controversy matters
- Build relationships across the organization and identify tax considerations before business decisions are finalized
- Support broader international tax matters as the company expands
- Monitor international tax rules, bilateral tax treaties and OECD initiatives and assess business impacts
Requirements
- 5–8+ years of relevant experience in transfer pricing, international tax or tax advisory
- Strong knowledge of Canadian transfer pricing rules and OECD transfer pricing principles
- Experience with Canadian transfer pricing documentation, T106 and T1134 reporting
- Experience with intercompany transactions and multinational or cross-border operating models
- Strong understanding of transfer pricing methodologies and economic benchmarking
- Experience managing transfer pricing projects
- Strong analytical and problem-solving skills
- Excellent written and verbal communication skills, including explaining technical tax matters to non-tax stakeholders
- Strong project management skills and ability to manage multiple priorities in a fast-paced environment
- CPA, CA, LL.M. or another relevant professional designation is an asset
- Fintech, financial services, technology or rapidly growing industry experience is nice to have
- U.S. tax or other international transfer pricing experience is nice to have
- Experience with intercompany financing and guarantee arrangements is nice to have
- Experience with technology, intellectual property or centralized service arrangements is nice to have
- Experience with transfer pricing audits or tax controversy is nice to have
- Experience with tax technology, automation or data analytics is nice to have
- Legally eligible to work in Canada
Benefits
- Top-tier health benefits and life insurance
- Long-term group savings with employer match, through Wealthsimple for Business
- 20 vacation days
- 4 wellness days
- Unlimited sick and mental health days per year
- Work outside Canada for up to 90 days per year
- Employee resource groups, including Rainbow (2SLGBTQ), Women of WS, and Black at WS
- Equity compensation for permanent employees
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