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About the role

  • 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
  • Equity compensation for permanent employees

Job title

Job type

Full Time

Experience level

Mid levelSenior

Salary

CA$116,000 - CA$145,000 per year

Degree requirement

Professional Certificate

Location requirements

RemoteCanada

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