Director of Corporate Tax, Wealthsimple
Professional investing services made simple
Open for applications
Professional investing services made simple
1001+ employees
Open for applications
1001+ employees
Company mission
To help everyone achieve financial freedom.
Role
Who you are
- Bachelor’s degree in Accounting, Finance, or related field; CPA preferred
- 10+ years of progressive tax experience, including managerial experience. Experience in a similar role within a large corporation or public accounting firm is highly desirable
- In-depth knowledge of Canadian income tax and indirect tax laws and regulations
- Strong analytical, problem-solving, and organizational skills
- Excellent communication and interpersonal skills
What the job involves
- The Director of Tax will be reporting to the VP, Controller. The Finance team has grown into various strategic pillars - Controllers, Financial Planning & Analysis, Treasury, and Corporate Development
- This role will require deep partnership and collaboration with key stakeholders in Finance and serve as a strategic advisor to the organization
- The Director of Tax is responsible for overseeing the tax function within the organization
- This role ensures compliance with all tax laws and regulations, manages tax planning and strategy, and provides leadership and guidance to the tax team
- The Director of Tax will work closely with senior management to develop and implement tax strategies that align with the company’s business objectives and optimize its tax position
- Develop and execute tax strategies, identifying areas for tax efficiencies and make recommendations that are compliant with tax laws and regulations
- Provide strategic tax advice on acquisitions, divestitures, and other investment opportunities
- Provide tax support to Finance, Legal, and PeopleOps teams on employee and corporate matters, contracts with third parties, investment structures as well as other requests that arise
- Take a lead role in managing the tax compliance and tax authority audits for our entities
- Oversee the preparation of tax provisions and disclosures in financial statements in accordance with relevant accounting standards
- Manage relationships with external tax advisors, auditors, and tax authorities
- Identify and manage tax risks associated with the company’s operations and investments
- Develop and implement policies and procedures to ensure compliance with all applicable tax laws and regulations
- Produce memos, letters, emails, correspondence, and reports tailored to the audience, effectively communicating in technical, business, and plain language as necessary
- Monitor changes in tax laws and regulations and assess their impact on the organization, providing strategic guidance to senior management
Our take
Wealthsimple is one of a crop of robo-advisors trying to democratize investment management. These companies are disrupting the industry by automating many of the processes involved in investment removing the need for human advisors.
But while other so-called robo-advisors are focused on courting the high end of the market, Wealthsimple is trying to provide the same types of tools and advice to all users, regardless of the amount they have to invest.
Wealthsimple does have higher fees than some other robo-advisors such as Betterment and Charles Schwab. However, the company believes that it provides a more user-friendly platform, tailored to millennials who will be attracted to Wealthsimple due to its ease of use and social impact offerings.
Kirsty
Company Specialist at Welcome to the Jungle
Insights
Few candidates hear
back within 2 weeks
-10% employee growth in 12 months
Company
Funding (last 2 of 8 rounds)
May 2021
$520.4m
LATE VC
Oct 2020
$87m
LATE VC
Total funding: $817.4m
Company benefits
- Retirement savings matching plan through Wealthsimple Work
- Company equity for full-time employees
- Access to Premium Client perks, including personal finance learning & advice and a boosted interest rate on deposits
- Paid parental leave (6 months topped up to 100% of salary)
- 20 vacation days per year
- 90 Days Away program
- Top-tier health benefits
- Life & disability insurance
- Generous sick and mental health days
- Employee resource plan including services like RMT, psychology, and physiotherapy
- Up to $5,000 per year for mental health supports
- Gender Affirmation benefits
- Up to $1,500 per year for professional development
- Up to $1,500 per year for wellness and home office expenses
- Employee resource groups
- Social impact hours
Company HQ
Fashion District, Toronto, ON
Articles
Leadership
Michael Katchen
(CEO)Previously worked as a Business Analyst at McKinsey and then at Ancestry.com as Country Director for Canada.
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