Fund Tax Manager (Contract until January 2028)

Job Description Current work authorization for Canada is required for all openings.   You will be working on a hybrid schedule as part of Fidelity’s dynamic working arrangement. The work location for this role is 483 Bay Street in Toronto until approximately late 2026, when the work location will change to the new Mississauga office at 3 Robert Speck Parkway Please note this is a contract role ending at the end of January 2028. Who We Are: At Fidelity, we’ve been helping Canadian investors build better financial futures for over 35 years.  We offer individuals and institutions a range of trusted investment portfolios and services - and we’re constantly seeking to find new and better ways to help our clients.  As a privately owned company, we boldly embrace innovation in all areas as we continue to grow our business into the future.    Working with us means you’ll be part of a diverse and dedicated group of people who make a real difference for our clients and communities every day. You’ll have a wide range of opportunities to grow and develop your career in an inclusive environment where you’ll feel valued and supported to be your best - both personally and professionally.   Role Overview: The Fund Treasurer’s Office represents the interests of investors, overseeing financial, operational, and tax matters that affect the funds and their investors. As a Tax Manager (Fund Tax), you will report to the Director, Fund Tax. You will work collaboratively with various internal and external core business partners to assist with tax-technical matters for all product line ups offered by the Company, including retail mutual funds, institutional pooled funds, exchanged traded funds and capital structure.  You will also provide oversight of the Fund Administrator in their preparation of distribution calculation and tax returns; conduct tax research and analysis on new product launches, fund mergers/terminations and complex securities transactions to ensure tax risks and opportunities are well understood for our investors as well as the funds.  In addition, you will also lead continuous improvement initiatives within the Fund Tax Team.   What You Will Do: Ensure Funds Remain in Compliance with Tax Regulations and that Tax Policies Achieve a Fair Outcome for Investors Manage the review of funds’ distribution calculations and T3 tax returns to ensure completion in a timely and accurate manner and fair outcomes for investors Manage the review of distribution calculations and Corporate T2 tax return for the Capital Structure Manage the review of funds’ foreign tax returns in applicable foreign markets and provide effective oversight Review notice of assessments/reassessments and liaise with CRA to resolve any ad hoc issues and requests Work Proactively with Product Team to Manage Product Related Tax Matters & Provide Consulting on Other Tax Matters Research and provide tax opinions on issues requested by various internal…