Position Overview

The Tax and Financial Accounting Director is responsible for overseeing all tax compliance, planning, and reporting across Harlo Capital's portfolio of 140+ entities. This role is the primary owner of corporate and partnership tax filings, year-end financial statement preparation, investor tax reporting, and tax strategy development. The Tax and Financial Accounting Director works cross-functionally with finance, legal, investor relations, and external advisors to ensure timely and accurate tax compliance.

Key Responsibilities

Corporate & Partnership Tax Compliance

• Prepare and file T2 corporate income tax returns for all Harlo holding companies, GP entities, and operating companies
• Prepare and file T5013 partnership information returns for all limited partnerships
• Prepare and file T5 slips (investment income statements) for relevant entities
• Prepare and file NR4 returns for non-resident investors
• File HST/GST returns and manage SLFI (Selected Listed Financial Institution) returns
• Manage US tax compliance including state filings (NYS, PA), franchise tax, 1099s, BOI reporting, and extension filings
• File Land Transfer Tax (LTT) as required on property transactions
• Manage T4/payroll tax compliance and ensure accuracy of year-end payroll reporting

Year-End & Financial Reporting

• Lead annual year-end process across all entities (Dec 31, Feb 28, Jun 30, Jul 31 year-ends)
• Prepare financial statements for fund entities and corporate vehicles
• Coordinate income and expense allocation across GP/LP structures including promote calculations
• Manage tax estimate calculations and installment payments
• Maintain and update tax attribute dashboards for executive visibility
• Oversee property valuations for year-end tax purposes (Diversified Canadian Real Estate Trust)

Tax Planning & Advisory

• Develop and execute tax strategies including guarantee fee structures, capital loss utilization, and Section 97 rollovers
• Advise on Part IV tax recovery and capital dividend account optimization
• Analyze EIFEL (Excessive Interest and Financing Expenses Limitation) impact on fund structures
• Evaluate tax implications for international investors (European, UAE, Swedish, US)
• Support capital call structuring and loan vs. equity classification decisions
• Provide guidance on entity structuring (holdco vs. opco capitalization, amalgamations, wind-ups)
• Prepare tax memos and one-pagers for investor communications

Investor Tax Reporting

• Upload T5013 slips to Investor Management System (IMS)
• Respond to investor and advisor requests for tax documentation
• Prepare year-end analysis on a tax basis for key stakeholders
• Draft investor communications explaining tax treatments (capital losses, withholding, distributions)

External Advisor Management

• Coordinate with external accounting firms on audits, tax opinions, and filings
• Review and manage external advisor invoices and WIP
• Liaise with CRA on notices, reassessments, and refund requests
• Manage relationships with legal counsel on tax-related matters

Qualifications Required

• CPA designation (CA, CMA, or CGA)
• 5-7+ years of progressive tax experience, preferably in real estate or private equity
• Deep knowledge of Canadian corporate and partnership taxation (T2, T5013, T5, NR4)
• Experience with multi-entity corporate structures (GP/LP, holdcos, ULCs)
• Strong understanding of HST/GST in a real estate context
• Experience managing year-end processes for multiple entities
• Proficiency with CRA online portals and filing systems

Preferred

• Completed or pursuing CPA In-Depth Tax Course (Parts I-III)
• Experience in a fund administration or asset management environment
• Familiarity with IFRS and ASPE reporting
• Experience with investor management systems (IMS) and tax slip distribution
• Comfort with AI/automation tools for tax process improvement
• Experience with US tax compliance (state filings, franchise tax, cross-border structures)

Process & Technology

• Implement and maintain tax compliance workflows and checklists
• Leverage AI tools to improve year-end efficiency (tax form verification, slip checking)
• Evaluate and implement accounting software solutions (e.g., Yardi)
• Create and maintain process documentation for recurring tax activities
• Establish dashboard reporting cadence for tax matters

Reporting & Collaboration

• Reports to the Chief Financial Officer
• Works closely with Finance & Accounting, Investor Relations, and Legal teams
• Manages relationships with 4-5 external accounting/tax advisory firms
• Supervises junior accounting staff on tax-related workpapers

Pay: $125,000.00-$150,000.00 per year

Benefits:

• Company events
• Dental care
• Extended health care

Work Location: In person