Manager, Tax

Build something people love Wealthsimple is Canada's leading financial innovator. The company offers a full suite of simple, sophisticated financial products across managed investing, do-it-yourself trading, cryptocurrency, tax filing, spending and saving. Wealthsimple currently serves more than 4 million Canadians and holds over $155 billion in assets under administration.

The company was founded in 2014 by a team of financial experts and technology entrepreneurs, and is headquartered in Toronto, Canada.

We're proud of what we've built - and we're just getting started. Read our Culture Manual and learn more about how we work.

About the team The tax team sits inside Finance and looks after Wealthsimple's own corporate tax position. We're deliberately building out specialist tax functions: one lane owns direct tax, another owns transfer pricing and international tax. The team is small, the entity group isn't, and we're putting in place the review and documentation discipline that investor-grade reporting depends on.

If you'd rather set a technical standard than inherit one, this is a good moment to join.

About the role Reporting to the Director of Tax, you'll own the direct tax lane: our income tax provision, corporate compliance, deferred tax attribute tracking, corporate tax forecasting, and the technical positions behind them. Indirect tax and transfer pricing sit with other specialists, so you can go deep rather than wide.

In this role you'll have the opportunity to:

• Prepare or review the income tax provision each month, quarter, and year, covering current and deferred tax, the effective tax rate reconciliation, provision-to-return true-ups, and tax account reconciliations.
• Set the technical standard for direct tax: what gets independently recalculated, what can be accepted on the preparer's support, and what evidence a review leaves behind. You'll shape the workpapers, registers and review workflow that carry that standard, including where AI/automation takes on the assembly so your time goes to judgment
• Analyze and document any new and significant and/or complex tax positions, from recognition and recoverability of deferred tax assets to attributes and loss pools through entity changes, EIFEL restrictions, and uncertain treatments under IFRIC 23. Refresh positions on an annual basis.
• Review T2 and provincial corporate income tax returns across the entity group, along with instalments, elections and information returns, keep the compliance calendar current, and follow through with true-ups to returns and notices of assessments Investigate and resolve discrepancies in assessment and refund amounts by proactively following up with tax authorities and other internal tax function areas
• Ensure tax return working papers are prepared in an audit-ready manner, with clear substantiation and source documents maintained within tax ownership to support positions taken
• Produce and upkeep entity level tax memos for each legal entity which outlines the business operations, tax adjustments and basis of treatment that links back to the relevant Income Tax Act or Regulation sections
• Lead our direct tax audit support: the standing file, the schedules authorities ask for, and the technical responses that go back to the CRA and Revenu Québec
• Ensure special tax elections/waivers for tax exemptions or deferrals are filed on time, in the appropriate method and evidence retained for audit defence
• Assist Tax Director in advising the business on the direct tax consequences of transactions, entity changes, and reorganisations

Skills you bring:

• CPA designation, with deep Canadian corporate income tax knowledge and hands-on provision experience under IFRS and IAS 12: current and deferred tax, the effective tax rate reconciliation, tax forecasting,and provision-to-return true-ups
• Judgment on recognition and recoverability of deferred tax assets, plus experience with tax attributes and loss pools
• T2 and provincial corporate income tax compliance across a multi-entity group
• A track record of reviewing work prepared by other people. You've written review notes, cleared them, and decided when something was ready to release. Technical writing that lands: you can frame an issue, reach a defensible position, document the basis, and explain the conclusion to someone who doesn't do tax

Nice to have:

• In-Depth Tax Program or an equivalent Canadian tax specialisation
• Experience with CRA or provincial audits and correspondence
• Experience directing external tax advisors rather than receiving output
• Financial services, fintech, or another regulated multi-entity environment, and familiarity with Taxprep, NetSuite, Taxnet Pro or comparable tools

Who you are:

You take active ownership of direct tax, monitor changes internally (new product and line of business) and externally (new tax legislations and CRA administrative positions).You review by risk, not by rote: you know what deserves an independent recalculation and what doesn't,

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