Vice President, Fund Tax Advisory & Oversight

The Bank of Nova Scotia

Toronto, Ontario, Canada
On-site
Investment fund taxation
Client-specific tax requirements
Tax rules and regulatory interpretations
The VP, Fund Tax Advisory and Oversight will lead a centralized fund tax advisory and oversight team to optimize and standardize client and advisor experiences, including tax processing functions across the Bank and proactively address any tax-related concerns, including new regulatory requirements

Job Summary

  • The VP, Fund Tax Advisory and Oversight will lead a centralized fund tax advisory and oversight team to optimize and standardize client and advisor experiences, including tax processing functions across the Bank and proactively address any tax-related concerns, including new regulatory requirements.
  • The Vice President acts as a critical bridge between technical tax complexity and business execution, translating detailed tax rules, regulatory interpretations, and fund-level impacts into clear, practical guidance that enables informed decision-making across product, wealth, operations, risk, and compliance teams.
  • By proactively simplifying and communicating tax implications in a manner appropriate to each audience, the position mitigates risk, supports regulatory confidence, and enhances overall client and advisor experiences.

Matching Summary

The VP, Fund Tax Advisory and Oversight will lead a centralized fund tax advisory and oversight team to optimize and standardize client and advisor experiences, including tax processing functions across the Bank and proactively address any tax-related concerns, including new regulatory requirements.

Skills & Requirements

Must-have

  • investment fund taxation
  • client-specific tax requirements
  • tax rules and regulatory interpretations
  • external ecosystem communication
  • risk mitigation and regulatory confidence
  • Canadian and United States operations

Nice-to-have

  • customer focused culture
  • high-performance environment
  • coaching mindset and behaviours
  • inclusive work environment

Key Requirements

  • CPA with 15+ years progressive tax experience
  • Fund tax advisory in public and private markets
  • Client tax reporting and tax accounting
  • CPA In-Depth Tax Program completion
  • Tax advisory bridging external and internal
  • Strong understanding of tax operations
  • Leadership, communication, and presentation skills
  • Familiarity with data analytics and tax technology
  • Financial and tax accounting skills
  • FATCA and CRS knowledge
  • Qualified Intermediary (QI) compliance knowledge
  • Income tax treaties knowledge
  • Mutual funds and structured products knowledge

Work Rights

Not specified

Tailored Resume

Cover Letter