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.
Responsibilities
Own the direct tax lane, including income tax provision, corporate compliance, deferred tax attribute tracking, corporate tax forecasting, and technical positions
Prepare or review monthly, quarterly, and annual income tax provisions covering current and deferred tax, effective tax rate reconciliations, provision-to-return true-ups, and tax account reconciliations
Set the technical review standard for direct tax and shape workpapers, registers, and review workflows, including AI/automation use
Analyze and document complex tax positions involving deferred tax assets, tax attributes, loss pools, entity changes, EIFEL restrictions, and uncertain treatments under IFRIC 23
Review T2 and provincial corporate income tax returns, instalments, elections, and information returns across the entity group
Maintain the compliance calendar and follow through on return and notice-of-assessment true-ups
Investigate and resolve assessment and refund discrepancies with tax authorities and internal tax function areas
Ensure tax return working papers are audit-ready with clear substantiation and source documents
Produce and maintain entity-level tax memos linking business operations, tax adjustments, and treatment to relevant Income Tax Act or Regulation sections
Lead direct tax audit support, including standing files, authority-requested schedules, and technical responses to the CRA and Revenu Québec
Ensure special tax elections and waivers are filed on time with appropriate evidence retained
Advise the business on direct tax consequences of transactions, entity changes, and reorganizations
Monitor internal business changes and external tax legislation and CRA administrative positions
Requirements
CPA designation with deep Canadian corporate income tax knowledge
Hands-on income tax provision experience under IFRS and IAS 12, including current and deferred tax, effective tax rate reconciliation, tax forecasting, and provision-to-return true-ups
Judgment regarding recognition and recoverability of deferred tax assets
Experience with tax attributes and loss pools
Experience with T2 and provincial corporate income tax compliance across a multi-entity group
Track record reviewing work prepared by others, writing and clearing review notes, and determining readiness for release
Ability to frame tax issues, reach defensible positions, document the basis, and explain conclusions to non-tax professionals
In-Depth Tax Program or equivalent Canadian tax specialisation is nice to have
Experience with CRA or provincial audits and correspondence is nice to have
Experience directing external tax advisors is nice to have
Financial services, fintech, or another regulated multi-entity environment experience is nice to have
Familiarity with Taxprep, NetSuite, Taxnet Pro, or comparable tools 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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