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
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