Lead, Investment Compensation & Taxation

The role

You will lead the administration and evolution of complex investment compensation programs for Private Equity strategies. You will act as a subject matter expert for carried interest, co-investment, and other investment-based compensation arrangements.

What you will do

• Lead management and delivery of current and historical employee investment programs.
• Act as subject matter expert for the firm's voluntary investment program.
• Serve as the tax lead for the full lifecycle of investment compensation programs.
• Administer plan aspects including allocations, vesting, and participant transfers.
• Lead design and implementation of investment compensation programs for new funds.
• Support workstreams related to crystallizations, distributions, and liquidity transactions.
• Develop and maintain investment compensation materials and communications.
• Perform analysis to support the payout of investment compensation incentives.
• Analyze tax implications of awards, vesting, distributions, and transfers.
• Coordinate with internal and external tax advisors.

Required qualifications

• Professional Accounting Designation (CPA, CA, CPA, CGA or CPA, CMA).
• Minimum of 5 years' experience in tax.
• Experience supporting complex investment compensation programs, including carried interest, fund incentive plans and/or employee co-investment arrangements.
• Strong understanding of Canadian and cross-border taxation, partnership taxation and investment compensation structures.
• Experience coordinating with internal and external tax advisors on complex tax matters.
• Strong Excel skills for reporting, metrics and data validation.
• Ability to interpret complex legal agreements, partnership documents and investment compensation plan documentation.
• Proficiency in analyzing and presenting complex data.
• Excellent verbal and written communication skills.

Nice to have

• CICA In-Depth Tax Course (Level I and II)

Before you apply

• Applicants must be legally entitled to work in the country where the role is based, or eligible for any necessary work authorization or permit.

About the company

Onex is an investor and asset manager that invests capital on behalf of Onex shareholders and clients across the globe. The firm has two primary businesses: Private Equity and Credit.