Tax Compliance Associate, iCapital
+ Equity
Fintech platform for alternative investments
Job no longer available
Fintech platform for alternative investments
1001+ employees
Job no longer available
+ Equity
1001+ employees
Company mission
To power the world’s alternative investment marketplace.
Role
Who you are
- 5+ years of experience in Canada Tax
- A completed account designation LLB or master’s degree is a plus
- Experience with managing client expectations and communications, as well as solution development
- Understanding of investment partnership taxation and mutual fund trusts taxation
- Intermediate Excel skills
- Comfortable learning new systems and technology
- Proven ability to multi-task and work both independently and as a team player in a fast-paced, demanding environment
- Strong verbal, written, and interpersonal communication skills
- Willingness to learn new topics and work in an evolving business environment
- Organized, initiative-taking, detail-oriented, and able to see the big picture
What the job involves
- This role will service hedge fund and private equity fund of funds and access fund vehicles (the “funds”) in conjunction with third-party administrators and tax preparers to ensure timely tax reporting and communication, as well as drive continuous improvement throughout the processes
- Track new Canada fund launches, and the scope of compliance work required
- Collaborate with Fund Finance on accruals and payments for tax compliance for our Canada funds
- Oversee the collection, validation, and maintenance of fund and investor IRS W8 forms to offer tax treaty rates to investors in some Canada funds, when required
- Work with our internal stakeholders on underlying sub doc questions, investors queries, and validity of investors documents for our Canada funds
- Coordinate and oversee third-party tax preparers and administrators on Canadian Revenue Agency (CRA) and province filings for all the Canada funds (including, HST/GST, T5013, and T3s)
- Oversee annual HST/GST compliance process and investor outreach
- Reconcile and review investor demographics and tax documentation to support accurate tax treatment and resolve data discrepancies
- Draft and monitor various internal and external calendars for different stakeholders such as investor relations, sales teams, and client relationship managers, and adhere to client service expectations
- Manage the collection and distribution of tax information from underlying funds for our funds
- Review taxable income calculations and allocations along with T5013, T3, NR4, T5 forms, and other related Canada tax slips
- Coordinate wire payments and/or check requests for the Canadian funds
- Respond to federal and province tax notices, audits, and inquiries for the funds
- Document and maintain procedures, workflows, metrics, and tax service level agreements
- Manage US FATCA, 1099, 1042-s and Common Reporting Standard reporting
- Assist in mailing of any tax return filings required to file with the Canada Revenue Agency
- Work with external tax firms on obtaining Trust Account Numbers and GIIN registrations for newly launched Canada Mutual Fund Trust
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.
Salary benchmarks
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