Canadian Fund Tax Associate / Assistant Vice President, iCapital
CA$80-110k
+ Bonus +Equity
4 days a week in office
Fintech platform for alternative investments
Be an early applicant
Fintech platform for alternative investments
1001+ employees
Be an early applicant
CA$80-110k
+ Bonus +Equity
4 days a week in office
1001+ employees
Company mission
To power the world’s alternative investment marketplace.
Role
Who you are
- Bachelor’s degree
- Experience interacting with the CRA is preferred
- Willingness to learn new topics and work in an evolving business environment
- Work effectively with cross functional teams
- Demonstrated Excel skills
- Comfortable learning new systems and technology
- Organized, self-motivated, and detail-oriented with ability to see the big picture
What the job involves
- ICapital’s rapid expansion in the Canadian marketplace creates an opportunity for an experienced and talented tax professional to support its Canada expansion strategy in a newly created role within the Operations and Investment Product Management team
- This role, along with team members, will service all Canadian access funds for tax compliance related matters
- Assist with fund tax structuring discussion, coordinate with external tax providers and internal teams to ensure structuring material is well documented and accurately maintained
- Responsible for registration and account opening for income, sales tax and non-resident account with the CRA and Revenue Quebec for the feeder funds, maintaining the tax accounts, and handling correspondence with the revenue agencies on these matters
- Coordinate closely with Fund Administrator and Fund Finance teams to streamline the payment process
- Manage the mail tax notices including sorting, scanning, and logging in a timely and accurate manner
- Proactively communicate updates and feedback on the status of tax notices and correspond with the CRA with the assistance of external tax advisors
- Coordinate with internal teams and external service providers to ensure tax slips are posted on platforms successfully
- Coordinate the tracking and retrieval of tax documents, including but not limited to tax estimates, K-1s, and all tax documents for our third-party preparers
- Assist the external tax service provider in collecting information for Canadian income and sales tax return filings, as well as investor reach out for provincial allocation percentage for sales tax
- Create and maintain investment portal access for portfolio investments across multiple funds
- Manage mail including returned mails and other tax related mail correspondence
- Monitor tax email distribution lists and email boxes to ensure timely responses to inquiries
Our take
Alternative investing can yield huge profits, but it can often be inaccessible, even to enterprises. iCapital solves this problem by guiding large-scale businesses through the alternative investing process.
Since launching in 2013, iCapital has provided enterprises with an investing marketplace. Its focus has been on banking, wealth management, and asset management companies, and iCapital now serves clients such as JP Morgan, Evercore, and Rockefeller. As of February 2025, the company services nearly $500 billion in global client assets, clear evidence of industry confidence in the company.
iCapital's impact on the financial world is undeniable, forging strong and profitable partnerships with leading institutions like Morgan Stanley. With a proven track record, impressive funding and a rapidly growing platform, iCapital is poised for significant further expansion in the years to come.
Steph
Company Specialist at Welcome to the Jungle
Insights
42% employee growth in 12 months
Company
Funding (last 2 of 7 rounds)
Jul 2025
$820m
LATE VC
Dec 2021
$50m
LATE VC
Total funding: $1.5bn
Company benefits
- Employer-matched retirement plan;
- Generously subsidised health care with 100% employer-paid dental, vision, telemedicine, and virtual mental health counselling
- Generous unlimited paid-time off (PTO) and parental leave (benefits vary by country and not all benefits are offered in every location)
Company HQ
Murray Hill, New York, NY
Leadership
Lawrence Calcano
(CEO & Chairman)Previously worked as Director of Capitol Acquisition Corp., and served as Director of Vibrant Emotional Health for 10 years.
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