Tax Manager

Role Description

As FNZ continues to build its next-generation wealth management platform, we’re looking for a Tax Reporting Manager to help lead our daily tax operations.

You’ll play a key role in supporting system development, managing tax reporting processes, and delivering compliance excellence across both U.S. and Canadian jurisdictions. This position blends technical tax knowledge with operational insight to support large scale operations for wealth clients—including individuals, trusts, corporations, and partnerships. You’ll join a collaborative, agile team and report directly to the VP of Tax Operations for North America.

What You’ll Bring

• Proactive mindset with a passion for process improvement. ·
• Proven ability to manage multiple priorities under tight deadlines.
• A collaborative spirit, eager to share knowledge and support team growth.
• Flexible and adaptable to evolving business needs.

Role Responsibilities

Tax Reporting & Compliance

• Lead day-to-day tax activities, including withholding tax monitoring and remittance to tax authorities (U.S.: IRS / State; Canada: CRA / RQ).
• Oversee client tax reporting deliverables (U.S.: Forms 1099, 5498, RMDs; Canada: T3, T5, NR4, T5008).
• Analyze investment transactions for tax reporting purposes: corporate actions, dividend/interest, gain/loss, amortization/accretion, and cost basis adjustments.
• Manage tax lot corrections, inheritance step-ups (DOD), and support fixed income reporting (e.g., OID, MBS, REMIC).
• Support accurate tax reporting for accounts such as IRA/NRA (Canada: RRSP, TFSA, RESP, RDSP) and registered/non-registered investment plans.
• Ensure timely distribution of tax data to advisors and stakeholders.
• Propose and implement process improvements to drive reporting accuracy and efficiency.

Tax Subject Matter Expert (SME) & Stakeholder Engagement

• Serve as the internal go-to for tax questions from operations, product, and client-facing teams.
• Support new client onboarding and tax-related platform integrations.
• Participate in daily tax meetings, contributing insights to streamline operations.
• Collaborate cross-functionally to align with product development, legal, and compliance teams.

Experience required

• Bachelor’s degree in related field or equivalent experience
• Ideal candidate will have 5+ years of tax reporting or similar experience in a wealth management, investment, or financial services setting (U.S. or Canadian markets).
• Strong understanding of IRS and/or CRA tax regulations impacting investment accounts and reporting.
• Experience with tax reporting for registered and non-registered investment accounts (e.g., IRA/TFSA, Trusts, Corps, LLCs, RRSPs).
• Solid knowledge of wealth management operations; corporate actions taxability, cost basis adjustments, and withholding tax processing.
• Comfortable navigating tech platforms and collaborating with tech teams. Familiarity with systems such as BetaNXT Maxit, SQL, or wealth accounting tools a plus.
• Strong attention to detail and ability to work independently in a dynamic environment.
• Excellent communication and stakeholder management skills.

NOTE: This is a hybrid role where you will be required to work out of our Toronto or Boston office.

What FNZ offers:

• A competitive base salary, bonus, and paid time off.  

• FNZ will match pension plan contributions at 150%, up to 4% total Employee Contribution. 

• Employer-paid medical, dental and vision insurance, and more. 

• We are mission-led - work at the heart of a purpose-led organization where you can be proud of the impact you make, every day. Where you’ll transform the way over 20 million people invest, making wealth management more accessible, sustainable and transparent to more people.

• Learning & development – Placing emphasis on a willingness to learn, to think differently, to be creative and to help drive innovation.

• Be part of a highly successful, rapidly growing, Pre-IPO global business that is leading the delivery of financial services via cloud computing and partners with some of the world’s largest companies;

• We provide global career opportunities for our best employees at any of our offices in the US, Canada, UK, Czech Republic, Asia, Australia or New Zealand

About FNZ Culture

Our culture is what drives us. It's at the heart of who we are and everything we do. It's what inspires, excites, and moves us forward.

Our ambition is to create a culture for growth, one that opens up limitless opportunities for our employees, customers, and the wider world.

At FNZ we know that great impact is only possible with great teamwork.

That’s why we value the strength and diversity of thought in our global team.

The FNZ Way is the cornerstone of what we do. It comprises four values that set the standard for how everyone at FNZ interacts with each other, with our customers, and with all our diverse stakeholders worldwide.

• Customer obsessed for the long-term

• Think big and make an impact

• Act now and own it all the way

• Challenge, commit and win together. 

About FNZ

FNZ is committed to opening up wealth so that everyone, everywhere can invest in their future on their terms. We know the foundation to do that already exists in the wealth management industry, but complexity holds firms back. 

We created wealth’s growth platform to help. We provide a global, end-to-end wealth management platform that integrates modern technology with business and investment operations. All in a regulated financial institution. 

We partner with over 650 financial institutions and 12,000 wealth managers, with US$1.5 trillion in assets under administration (AUA).

Together with our customers, we help over 20 million people from all wealth segments to invest in their future.