Director, Investment Taxation

Sun Life Financial; Waterloo; Hybrid; CAD 120,000 - 190,000; Full time

Job summary

A leading insurance provider in Waterloo is looking for a professional specializing in investment taxation. You will track fund investments for accurate tax reporting, work closely with both internal teams and external advisors, and ensure tax compliance. The ideal candidate has a CPA designation and relevant experience. This role offers a competitive salary and the flexibility of a hybrid work environment.

Benefits

Sabbatical Program

Care Days

Incentive plans based on performance

Qualifications

• Experience in investment taxation in Canada or the US is an asset.
• Ability to communicate technical information.
• Ability to work in a fast-paced environment.

Responsibilities

• Work with internal and external teams understanding tax consequences.
• Track tax attributes of fund investments.
• Calculate tax provisions for various fund investments.
• Liaise with asset management companies for reporting.

Skills

Technical knowledge of investment taxation

Strong knowledge of tax reporting

Good project management skills

Strong analytical skills

Excellent oral and written communication

Detail-oriented mindset

Education

Canadian or US CPA designation

Completed Canadian or US professional tax courses

Job description

Overview

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

Leading role specializing in investment taxation and investment tax reporting in Canada and the US. The role will track fund investments, mainly seed capital investments, made by various Sun Life’s Canadian and US companies to ensure accurate tax reporting and tax compliance for these investments.

What you’ll be doing

• Working with Sun Life’s internal Tax Advisory team and external advisors to understand tax technical consequences of various fund investments and alternative assets
• Tracking tax attributes of fund investments, such as percentage ownership, tax cost basis, surplus and E&P
• Assisting with tracking inside and outside basis for SLF investment in partnership structures
• Understanding and communicating tax technical analysis of fund investments to ensure accurate tax reporting and compliance
• Assisting with calculations of tax provisions, including FAPI, GILTI and Subpart F income, for fund investments made by various Sun Life entities in Canada and the US
• Assisting with foreign affiliate/CFC filings in Canada and the US
• Liaising with asset management companies within Sun Life’s group to obtain information and documentation required for tax reporting and compliance in Canada and the US
• Overseeing and coordinating the workflow of tax outsourcing arrangements for various fund investments
• Supporting government tax audits in Canada and the US in relation to fund investments

What you’ll need to succeed

• Technical knowledge and/or working experience in area of investment taxation in Canada or the US is an asset
• Strong knowledge of tax reporting and tax compliance for corporate and non-corporate legal entities (such as partnership and trusts)
• Understanding investment management business
• Good project management skills, with ability to coordinate workflow for outsourcing arrangements and secondments
• Strong analytical skills are critical
• Excellent oral and written communication skills - able to communicate technical information
• Ability to work in a fast-paced environment with a detail-oriented mindset
• Canadian or the US CPA designation
• Completed Canadian or the US professional tax courses

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 [e-mail].

We are proud to be a hybrid organization that offers our employees the choice and flexibility to work from both the office and virtually based on the needs of the business, our Clients and you! Several 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.

Salary Range:

120,000/120 000 - 190,000/190 000

Job Category:

Finance

Posting End Date:

21/09/2025