Vice President, Fund Tax Advisory & Oversight

Requisition ID: 254883 

Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture.

Purpose

The VP, Fund Tax Advisory and Oversight will lead a centralized fund tax advisory and oversight team to optimize and standardize client and advisor experiences, including tax processing functions across the Bank and proactively address any tax-related concerns, including new regulatory requirements.

In support of this mandate, the role brings deep expertise in investment fund taxation across mutual fund trusts, exchange‑traded funds, and corporate structures, combined with a strong command of complex client‑specific tax requirements. The Vice President acts as a critical bridge between technical tax complexity and business execution, translating detailed tax rules, regulatory interpretations, and fund‑level impacts into clear, practical guidance that enables informed decision‑making across product, wealth, oper...