Director, Canadian and International Tax Reporting

You are as unique as your background, experience and point of view. Here, you'll be encouraged, empowered and challenged to be your best self. You'll work with dynamic colleagues - experts in their fields - who are eager to share their knowledge with you. Your leaders will inspire and help you reach your potential and soar to new heights. Every day, you'll have new and exciting opportunities to make life brighter for our Clients - who are at the heart of everything we do. Discover how you can make a difference in the lives of individuals, families and communities around the world.

Job Description:

About the role

The role is responsible for the Canadian tax financial reporting and analysis for certain Canadian companies, including tax provisioning, adjusted cost base/surplus calculations and foreign affiliate reporting.

What you'll be doing

• Responsible for Canadian tax financial reporting, analysis and tax filings for certain Canadian companies, partnerships, and other passthrough entities, including foreign affiliate reporting and ACB/surplus tracking

• Responsible for the accurate and timely determination of quarterly Canadian income tax provisions under IFRS

• Assisting with annual and quarterly plans and forecasts and quarterly results review meetings

• Assisting with oversight of outsourcing and secondment arrangements

• Assist with government income tax audits and preparation of formal responses to audit queries

• Tax research and interpretation of the impact of specific issues and/or transactions

• Provide consultation and tax advice to business unit management/corporate functions

• Assisting with Global Tax Advisory projects implementation

Decision Making

Decisions are based on consultations with the AVP, Canadian Tax Operations , other Sun Life tax staff, and external tax advisors.

• Provide input on courses of action relating to Canadian tax matters and recommend to tax leadership

• Provide input on policies and procedures for Canadian tax matters and initiatives

• Decisions relating to tax automation and outsourcing projects and initiatives.

Key Relationships

Internal Relationships:

• Technical resources in the tax group

• Other global functional areas within Sun Life Financial

• Relationship with Corporate/Canadian finance and business groups

• Technology colleagues and teams.

External Relationships:

• External tax advisors - coordinate client entity tax preparation / review and confirm conclusions on more complex tax issues

• Tax authorities - timely responses to requests/queries/audits where necessary

• Canadian industry associations

Organizational Impact

• This role has responsibility for Canadian tax compliance and reporting for activities in Canada as well as tax reporting for Sun Life's foreign affiliates.

What you'll need to succeed

• CPA accounting designation.

• Completion of the CICA/CPA Canada In-depth Tax Course or Master of Taxation program.

• Strong knowledge of Canadian tax financial reporting for corporate non-corporate legal entities (such as partnership and trusts)

• Strong analytical and problem-solving skills are critical

• Familiarity with foreign affiliate reporting is an asset

• Understanding investment management business is an asset

• Excellent oral and written communication skills - able to communicate technical information

• Ability to work in a fast-paced environment with a detail-oriented mindset

What's in it for you:

• Being a member of the Sun Life family, a group of people united by our Purpose: to help Clients and Employees achieve lifetime financial security and live healthier lives.

• In 2024, Sun Life ranked among the top 100 most sustainable global corporations by Corporate Knights for the 15th consecutive year, leading Canadian insurers.

• We are proud to be on the 2024 Best Workplaces in Canada list by Great Place to Work.

• We're also listed as one of the Best Workplaces for Women and Best Workplaces with Most Trusted Executive Teams.

• Our unique Sabbatical Program gives you the opportunity to take up to 6 weeks off, every five years.

• Care Days available for self-care or care of others (i.e., family or others you may support) and Sick Days to support your well-being.

The Base Pay range is for the primary location for which the job is posted. It may vary depending on the work location of the successful candidate or other factors. In addition to Base Pay, eligible Sun Life employees participate in various incentive plans, payment under which is discretionary and subject to individual and company performance. Certain sales focused roles have sales incentive plans based on individual or group sales results.

Diversity and inclusion have always been at the core of our values at Sun Life. A diverse workforce with wide perspectives and creative ideas benefits our clients, the communities where we operate and all of us as colleagues. We welcome applications from qualified individuals from all backgrounds.

Persons with disabilities who need accommodation in the application process or those needing job postings in an alternative format may e-mail a request to thebrightside@sunlife.com.

At Sun Life we strive to create a flexible work environment where our employees are empowered to do their best work. Several flexible work options are available and can be discussed throughout the selection process depending on the role requirements and individual needs.

We thank all applicants for showing an interest in this position. Only those selected for an interview will be contacted.

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