Director, Tax (Finance - Controllers)

Your career is an investment that grows over time!

Wealthsimple is on a mission to help everyone achieve financial freedom by reimagining what it means to manage your money. Using smart technology we take financial services that are often confusing opaque and expensive and make them transparent and low-cost for everyone. We’re the largest fintech company in Canada with over 4 million users who trust us with more than $50 billion in assets.

Our teams ship often and make an impact with groundbreaking ideas. We're looking for talented people who keep it simple and value collaboration and humility as we continue to create inclusive and high-performing teams where people can be inspired to do their best work.

About the Finance Team

The Director of Tax will be reporting to the VP Controller. The Finance team has grown into various strategic pillars - Controllers Financial Planning & Analysis Treasury and Corporate Development. This role will require deep partnership and collaboration with key stakeholders in Finance and serve as a strategic advisor to the organization.

About the Director of Tax Role

The Director of Tax is responsible for overseeing the tax function within the organization. This role ensures compliance with all tax laws and regulations manages tax planning and strategy and provides leadership and guidance to the tax team. The Director of Tax will work closely with senior management to develop and implement tax strategies that align with the company’s business objectives and optimize its tax position.

As a Director of Tax you will:

• Develop and execute tax strategies identifying areas for tax efficiencies and make recommendations that are compliant with tax laws and regulations.

• Provide strategic tax advice on acquisitions divestitures and other investment opportunities.

• Provide tax support to Finance Legal and PeopleOps teams on employee and corporate matters contracts with third parties investment structures as well as other requests that arise.

• Take a lead role in managing the tax compliance and tax authority audits for our entities.

• Oversee the preparation of tax provisions and disclosures in financial statements in accordance with relevant accounting standards.

• Manage relationships with external tax advisors auditors and tax authorities.

• Identify and manage tax risks associated with the company’s operations and investments.

• Develop and implement policies and procedures to ensure compliance with all applicable tax laws and regulations.

• Produce memos letters emails correspondence and reports tailored to the audience effectively communicating in technical business and plain language as necessary.

• Monitor changes in tax laws and regulations and assess their impact on the organization providing strategic guidance to senior management.

What you Bring:

• Bachelor’s degree in Accounting Finance or related field; CPA preferred.

• 10+ years of progressive tax experience including managerial experience. Experience in a similar role within a large corporation or public accounting firm is highly desirable.

• In-depth knowledge of Canadian income tax and indirect tax laws and regulations.

• Strong analytical problem-solving and organizational skills.

• Excellent communication and interpersonal skills.

Why Wealthsimple?

🤑 Competitive salary with top-tier health benefits and life insurance

📈 Retirement savings matching plan using Wealthsimple Work

🌴 20 vacation days per year and unlimited sick and mental health days

📚 Up to $1500 per year towards wellness and professional development budgets respectively

🛫 90 days away program: Employees can work internationally in eligible countries for up to 90 days per calendar year

🌎 A wide variety of peer and company-led Employee Resource Groups (ie. Rainbow Women of Wealthsimple Black @ WS)

💖 Company-wide wellness days off scheduled throughout the year

We’re a remote-first team with over 1000 employees coast to coast in North America. Be a part of our Canadian success story and help shape the financial future of millions — join us!

Read our Culture Manual and learn more about how we work.

DEI Statement

At Wealthsimple we are building products for a diverse world and we need a diverse team to do that successfully. We strongly encourage applications from everyone regardless of race religion colour national origin gender sexual orientation age marital status or disability status.

Accessibility Statement

Wealthsimple provides an accessible candidate experience. If you need any accommodations or adjustments throughout the interview process and beyond please let us know and we will work with you to provide the necessary support and make reasonable accommodations to facilitate your participation. We are continuously working to improve our accessibility practices and welcome any feedback or suggestions on how we can better accommodate candidates with accessibility needs.