The Apex Group was established in Bermuda in 2003 and is now one of the world’s largest fund administration and middle office solutions providers. Our business is unique in its ability to reach globally, service locally and provide cross-jurisdictional services. With our clients at the heart of everything we do, our hard-working team has successfully delivered on an unprecedented growth and transformation journey, and we are now represented by over circa 13,000 employees across 112 offices worldwide.Your career with us should reflect your energy and passion. That’s why, at Apex Group, we will do more than simply ‘empower’ you. We will work to supercharge your unique skills and experience. Take the lead and we’ll give you the support you need to be at the top of your game. And we offer you the freedom to be a positive disrupter and turn big ideas into bold, industry-changing realities. For our business, for clients, and for you The Role & Key Responsibilities: · Year-End Distribution Calculations — Prepare and review YE distribution amounts for funds and partnerships. · Tax Compliance — Complete and review Canadian tax returns and investor reporting slips, including T3, T5013, and T5008. · FATCA / CRS — Manage annual FATCA and CRS due diligence, reporting, and investor classification. · SLFI Sales Tax Reporting — Prepare SLFI GST/HST filings and ensure compliance with special attribution rules. · T1134 Reporting — Prepare and review foreign affiliate reporting packages. · Mock Calculations — Run mock tax calculations to support planning, forecasting, and client discussions. · Investor ACB Adjustments — Process ACB updates, including workflows through with large clients. · Tax Planning Support — Participate in planning kickoff meetings and support structuring discussions. · Client Onboarding — Review onboarding reports, set up tax profiles, and ensure smooth integration into tax processes. · LP ACB / ARA Updates — Maintain investor-level ACB and ARA data within tax software. · Team Training — Lead internal training, monitor legislative changes, and update templates, binders, and process documentation. · Automation — Support automation initiatives and coordinate with operations teams. · Billing — Issue invoices and follow up with clients on outstanding items. · Tax Prep Software — Use Tax Prep for compliance, reporting, and workflow management. Qualifications, Skills and Experience: · 7+ years of Canadian tax experience (preferably in asset management, funds, or partnerships). · Strong knowledge of Canadian income tax rules, SLFI/GST/HST, FATCA/CRS, and foreign affiliate reporting. · Experience with Tax Prep, Paxus, and fund administration systems · Ability to manage multiple deadlines, prioritize effectively, and communicate clearly with clients. · CPA designation ; · CICA in-Depth taxation / Masters in Taxation (MTax) preferred; · Strong analytical skills and comfort working with large data sets. Preferred Attributes · Proactive, organized, and comfortable owning processes end-to-end. · Strong communicator who can explain tax concepts to non-tax stakeholders. · Enjoys improving processes, documentation, and automation. · Thrives in a fast-paced environment with evolving client needs. Salary ranges from CAD $165,000.00 – CAD $185,000.00 plus additional discretionary yearly bonus based on corporate and individual's performance. Compensation within this range is dependent on individual's skills, experience and qualifications. #LI-JS1 Disclaimer: Unsolicited CVs sent to Apex (Talent Acquisition Team or Hiring Managers) by recruitment agencies will not be accepted for this position. Apex operates a direct sourcing model and where agency assistance is required, the Talent Acquisition team will engage directly with our exclusive recruitment partners. About Apex Group We are dedicated to driving positive change in financial services while fuelling the growth and ambitions of asset managers, allocators, financial institutions, and family offices. Established in Bermuda in 2003, the Group has continually disrupted the asset serving industry through our investment in innovation and talent. Today, we set the pace in asset servicing and stand out for our unique single-source solution and unified cross asset-class platform which supports the entire value chain, harnesses leading innovative technology, and benefits from cross-jurisdictional expertise delivered by a long-standing management team and over 13,000 highly integrated professionals. We’re a people-powered business, and our people are full of ambition. Together, we’re inspired to lead the new era of data and tech enabled service. Bringing new products and services to market. Sharpening our client focus. Disrupting the market to exceed expectations. Innovating across a range of specialisms. With our focus on making a difference to our people, our planet and our society, you’ll experience more here than you would at most other companies. Prepare to accelerate. We’re a people-powered business with a vision to inspire a new era of service-led FinTech. We’re expanding globally and offering more to our clients. This means you get more opportunities to grow with us. So prepare to accelerate. We’ll make sure the time and effort you put in takes you further, faster. Positive change starts with you. We’re a people-powered business with a vision to inspire a new era of service-led FinTech. We’re expanding globally and offering more to our clients. This means you get more opportunities to grow with us. So prepare to accelerate. We’ll make sure the time and effort you put in takes you further, faster. The journey is yours to own. When you stretch yourself, you grow. We want you to explore ways of working that will see you thrive as part of something bigger. We’ll help you with a solid structure, challenging projects, vibrant networks, supportive colleagues and approachable leaders. All the things you need to own your unique journey. Find out more about us