Senior Tax Manager, Investment Funds - TD Asset Management

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TD is committed to providing fair and equitable compensation opportunities to all colleagues. Growth opportunities and skill development are defining features of the colleague experience at TD. Our compensation policies and practices have been designed to allow colleagues to progress through the salary range over time as they progress in their role. The base pay actually offered may vary based upon the candidate's skills and experience, job-related knowledge, geographic location, and other specific business and organizational needs.

As a candidate, you are encouraged to ask compensation related questions and have an open dialogue with your recruiter who can provide you more specific details for this role.

Job Description:

TD Asset Management (TDAM), a member of TD Bank Financial Group, is a leading North American investment manager offering progressive investment solutions to both institutional and individual investors. For over two decades, the organization has established competitive market positions in active, quantitative, and passive portfolio management. As of June 30, 2026, TDAM and its affiliates managed over $548 billion in assets on behalf of pension, insurance, endowment/foundation, and corporate clients, as well as high-net worth clients and retail mutual funds.

TDAM's Investment Funds Tax team is responsible for all tax matters including tax compliance, research, product structuring, advocacy and issue resolution.

In this role, you’ll work at the intersection of investment management, taxation, regulatory compliance, product strategy, and fund operations. As a Senior Tax Manager, you will establish and maintain the tax compliance approach, risk & governance framework and standards. You will also provide technical guidance on fund structures and transactions, manage material tax risks, and oversee external tax advisors third party fund administrator.

What Makes This Opportunity Unique?

• Scale & Impact: Provide senior-level tax oversight and governance across more than 260 investment funds (including mutual funds, pooled funds, segregated funds, limited partnerships, exchange traded funds and a mutual fund corporation)
• Breadth & Complexity: Work across multiple fund structures, asset classes, investment strategies, and evolving tax requirements.
• Senior Visibility: Partner with stakeholders across TD Wealth, Corporate Tax, Operations, Legal, auditors, external advisors, and other key functions.
• Strategic Influence: Advise on complex tax considerations affecting investment products, transactions, and fund structures.

What You’ll Do

• Lead the full tax compliance lifecycle for investment funds in Canada
• Define tax risk standards, decision-making responsibilities, escalation requirements and documentation expectations
• Monitor Canadian tax developments affecting investment funds
• Evaluate tax implications associated with proposed new investment funds, investor types, investment strategies and expected funds flow
• Lead the tax work for product changes including terminations and mergers.
• Act as the senior tax advisor to Investments, Product, Relationship Managers, Legal, and senior management
• Oversee compliance responsibilities that have been delegated to fund administrators, external tax advisors or other service providers
• Execute the strategy for using external tax advisors and determine which capabilities should be maintained internally
• Approve the scope, budget and statement of work for tax engagements
• Hold fund administrators and tax service providers accountable for quality, timeliness, controls and issue resolution
• Work with Product, Legal, Investments, and external advisors to develop tax-efficient structures that can be implemented and maintained operationally
• Participate in investment, product and governance committees where tax input is required
• Assess tax risks and provide recommendations that balance regulatory requirements, operational considerations, and business objectives

Who You Are

You are an experienced tax professional with an understanding of investment fund tax combining technical expertise with strong business judgment. You are comfortable navigating complex tax matters, challenging issues constructively, and influencing decisions across multiple stakeholder groups. You can translate complex tax considerations into clear recommendations for both tax and non-tax audiences.

Ideal candidates will have:

• University degree in accounting, taxation, or a related business administration discipline
• 5-7 Years of progressive investment funds related tax experience in a major accounting firm or asset manager
• Deep knowledge of taxation applicable to investment funds, trusts, partnerships, mutual fund corporations, ETFs, and other investment vehicles
• Strong experience researching and interpreting complex Canadian tax legislation and applying it to investment products, structures, and transactions
• CPA Designation preferred
• Demonstrated ability to provide strategic tax advice and communicate complex issues to senior stakeholders
• A track record of driving process improvement, stronger controls, and operational excellence within a complex environment
• Strong relationship-management and influencing skills, with the ability to work effectively across Tax, Legal, Finance, Operations, Product, and investment teams
• Self-motivated person who can take initiative to improve tax related processes and procedures

Who We Are:

TD is one of the world's leading global financial institutions and is the fifth largest bank in North America by branches/stores. Every day, we strive to make every interaction, product, and experience remarkably human and refreshingly simple for over 27 million households and businesses in Canada, the United States and around the world. More than 95,000 TD colleagues bring their skills, talent, and creativity to foster deeper relationships, ensure disciplined execution, and build a simpler, faster banking experience. TD is deeply committed to being a leader in client experience, that is why we believe that all colleagues, no matter where they work, are client facing. Together, we are reimagining what banking can be for our clients, colleagues and communities.

Our Total Rewards Package
Our Total Rewards package reflects the investments we make in our colleagues to help them and their families achieve their financial, physical, and mental well-being goals. Total Rewards at TD includes a base salary, variable compensation, and several other key plans such as health and well-being benefits, savings and retirement programs, paid time off, banking benefits and discounts, career development, and reward and recognition programs. Learn more

Additional Information:
We’re delighted that you’re considering building a career with TD. Through regular development conversations, training programs, and a competitive benefits plan, we’re committed to providing the support our colleagues need to thrive both at work and at home.

Please be advised that this job opportunity is subject to provincial regulation for employment purposes. It is imperative to acknowledge that each province or territory within the jurisdiction of Canada may have its own set of regulations, requirements.

Colleague Development

If you’re interested in a specific career path or are looking to build certain skills, we want to help you succeed. You’ll have regular career, development, and performance conversations with your manager, as well as access to an online learning platform and a variety of mentoring programs to help you unlock future opportunities.

If you’re passionate about helping clients and building deep, lasting relationships, TD offers diverse career paths where you can grow your expertise and make a meaningful impact.

We're committed to your success and foster a respectful workplace where diverse perspectives are valued, everyone has fair opportunities to grow, and you can unlock your full potential to achieve your career goals. Here at TD, we hire and develop the best.

Training & Onboarding
We will provide training and onboarding sessions to ensure that you’ve got everything you need to succeed in your new role.

Interview Process
We’ll reach out to candidates of interest to schedule an interview. We do our best to communicate outcomes to all applicants by email or phone call.

Accommodation
Your accessibility is important to us. Please let us know if you’d like accommodations (including accessible meeting rooms, captioning for virtual interviews, etc.) to help us remove barriers so that you can participate throughout the interview process.

We look forward to hearing from you!

Language Requirement (Quebec only):