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    Vice President, Investment Tax - Toronto, Canada - OMERS

    OMERS
    OMERS Toronto, Canada

    2 weeks ago

    Default job background
    Full time
    Description

    Why join us?

    Are you looking to join a dynamic pension plan that embodies the strong values of its 500,000 members and is an industry leading global investor? If so, we would love to tell you our story.

    At OMERS we put our people first and are proud to embrace the diversity of thought and leadership that comes from having locations in Toronto, London, New York, Singapore, Sydney and other major cities across North America and Europe. Our culture is truly one of a kind. We get stuff done, and have fun doing it We take great pride in contributing to the communities where we live with an ever-constant eye to the global investment markets.

    Reporting to the Managing Director, Head of Tax for OMERS Infrastructure (based in London, UK), the Vice President, Investment tax will be in the Toronto Head Office or in New York. In this role you will be a key contributor to the global tax team working on private market investments, asset management and OMERS enterprise tax initiatives. This role will work closely with investment professionals primarily in the Infrastructure group in Toronto and New York, as well as other transaction support professionals in the accounting, risk and legal and compliance teams across North America.

    As a member of this team, you will be responsible for:

  • Lead tax workstreams for OMERS Infrastructure investment pursuits, exit transactions and asset management initiatives.
  • Contribute to leadership of Tax and OMERS Finance & Strategy teams, including through supervising and mentoring junior tax team members as required.
  • Ensure acquisitions are implemented in a tax efficient manner, including, but not limited to, efficiency in cash management strategies.
  • Assist with and work with third party tax advisors on acquisition structures and interpret and communicate all tax related findings (including due diligence) to senior investment professionals.
  • Assist with financial models, including, but not limited to ensuring that taxes are accurately reflected in the model.
  • Ensure compliance with all tax laws, OMERS Tax Policy and other tax regulations (as required);
  • Assist with the implementation and monitoring of existing and new transaction structures from a tax perspective, including ensuring that any relevant tax changes noted in diligence that are required are carried out.
  • Respond to, and take ownership of, income and indirect tax audit inquiries from Canadian and US tax authorities.
  • Partner with the Tax Compliance Team to verify that key tax matters are accurately reflected in tax filings.
  • Assisting in the implementation and monitoring of global transfer pricing policies and procedures within the Americas region.
  • Assist with Enterprise-wide non-transaction tax projects and operating initiatives.'
  • Informal and formally mentoring and leading junior members of the enterprise tax team.

    • To succeed in this role, you have:

  • A University degree, CPA (or country equivalent) and/or LLB.
  • Minimum 10+ years of experience working in tax with a preference for individuals with a strong M&A background (preferably from an accounting firm or a law firm).
  • Knowledge of Canadian and US tax laws (knowledge of pension tax provisions considered an asset).
  • Ability to work on multiple projects and manage deliverables.
  • Ability to work independently.
  • Strong business acumen and ability to communicate in a clear and concise manner on complex tax matters.
  • Strong communication skills with the ability to partner with stakeholders in a collaborative work environment.

    • Our story:

    Founded in 1962, OMERS is one of Canada's largest defined benefit pension plans, with $128.6 CAD billion in net assets as of December 31, 2023. OMERS is a jointly-sponsored pension plan, with more than 1,000 participating employers ranging from large cities to local agencies, and over half a million active, deferred and retired members. OMERS members include union and non-union employees of municipalities, school boards, local boards, transit systems, electrical utilities, emergency services and children's aid societies across Ontario. Contributions to the Plan are funded equally by members and employers. OMERS teams work in Toronto, London, New York, Amsterdam, Luxembourg, Singapore, Sydney and other major cities across North America and Europe – serving members and employers and originating and managing a diversified portfolio of high-quality investments in public markets, private equity, infrastructure and real estate.

    OMERS is committed to having a workforce that reflects the communities in which we live and work. We are an equal opportunity employer committed to a barrier-free recruitment and selection process. At OMERS inclusion and diversity means belonging. How we create a sense of belonging is through our employees and our vast network of Employee Resource Groups. Whether you are passionate about gender, pride, or visible minorities, we have groups that are focused on making a difference in all of our lives.

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