Director, Canadian Tax

Sun Life Assurance Company of Canada; Toronto; On-site; CAD 180,000 - 240,000; Full time

Benefits offered by this job

Sabbatical program

Care Days

Sick Days

Job summary

Sun Life Assurance Company of Canada is seeking a Director of Canadian Tax to lead tax financial reporting and compliance for its Canadian insurance entities. You will drive process improvements, support audits, and provide tax forecasting and rate insights.

The role requires CPA designation, 8+ years in Canadian tax, and strong leadership to deliver accurate IFRS tax provisions and strategic tax analysis for Canadian and Corporate segments.

Qualifications

• Minimum of 8 years of progressive tax experience in a large corporation and/or major accounting firm.
• CPA designation required; completion of a MTax program or CPA Canada In Depth Tax Course is strongly preferred.
• 8+ years of experience with Canadian tax financial reporting for corporate and non-corporate entities (such as partnerships and trusts).
• Proven experience implementing process improvements, including experience leveraging technical to implement automated solutions.
• Strong analytical and problem-solving skills.
• Excellent oral and written communication skills, with the ability to communicate technical information.
• Strong project management skills, including the ability to coordinate workflow for outsourcing arrangements and secondments.
• Proficiency in Microsoft 365 applications is essential. Proficiency with Excel (pivot tables and lookups).
• Experience with financial applications (preferably SAP).

Responsibilities

• Lead the Canadian tax financial reporting and analysis for Canadian insurance companies, ensuring accurate quarterly income tax provisions under IFRS.
• Develop and implement processes to improve efficiency and timeliness of tax deliverables.
• Support government income tax audits and financial reporting audits, preparing formal responses and walkthroughs.
• Prepare tax projections for planning and forecasting purposes.
• Analyze the consolidated effective tax rate for Sun Life's Canadian and Corporate segments.
• Conduct tax research and interpret impacts of transactions.
• Provide tax consultation to business units and corporate functions.
• Support implementation of projects and liaise with leaders across the organization.

Skills

Tax analysis

IFRS tax

Communication

Project management

Excel

Pivot tables

Education

CPA designation

Tools

SAP

Longview

MS 365

Job description

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.

At Sun Life, we're driven by our Purpose: helping our Clients achieve lifetime financial security and live healthier lives. Our values shape how we work: caring, authentic, bold, inspiring, and impactful.

When you join Sun Life, you'll work with passionate colleagues and empowering leaders who support your growth and celebrate your contributions, so you can make a meaningful difference in our Clients' lives.

Discover how you can make a difference in the lives of individuals, families and communities around the world.

Job Description:

About the role

The Director, Canadian Tax, will play a pivotal role in the tax financial reporting and compliance for Sun Life's Canadian insurance companies. The role will drive process improvements to enhance efficiency, support audits and regulatory inquiries, and provide tax analysis, forecasting, and effective tax rate insights.

What you'll be doing

• Help lead the Canadian tax financial reporting and analysis for Canadian insurance companies, ensuring the accurate and timely determination of quarterly income tax provisions under IFRS.
• Develop and implement processes to improve the efficiency and timeliness of various tax deliverables.
• Support both government income tax audits and financial reporting audits, preparing formal responses to queries and participating in walkthroughs.
• Prepare tax projections for planning and forecasting purposes.
• Prepare and analyze the consolidated effective tax rate for Sun Life's Canadian and Corporate segments.
• Conduct tax research and interpret the impact of specific issues and/or transactions.
• Provide consultation and tax advice to business unit management and corporate functions.
• Support implementation of projects/initiatives and liaise with leaders throughout the organization.

What you’ll need to succeed

• Minimum of 8 years of progressive tax experience in a large corporation and/or major accounting firm.
• CPA designation required; completion of a MTax program or CPA Canada In Depth Tax Course is strongly preferred.
• 8+ years of experience with Canadian tax financial reporting for corporate and non-corporate entities (such as partnerships and trusts).
• Proven experience implementing process improvements, including experience leveraging technical to implement automated solutions.
• Strong analytical and problem-solving skills.
• Excellent oral and written communication skills, with the ability to communicate technical information.
• Strong project management skills, including the ability to coordinate workflow for outsourcing arrangements and secondments.
• Proficiency in Microsoft 365 applications is essential. Proficiency with Excel (experience with pivot tables V/X-look ups).
• Experience with financial applications (preferably SAP).

Preferred Skills

• Familiarity with Canadian Investment Fund tax regime (asset).
• Understanding of the investment management business and/or insurance business (asset).
• Experience in tax technology tools (e.g. Longview) is an asset.

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.

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