Manager, Canadian Insurance Tax

Sun Life; Toronto; Hybrid; CAD 100,000 - 143,000; Full time

Benefits offered by this job

Hybrid work environment

20 vacation days per year

Flexible Benefits

Pension and stock programs

Job summary

Sun Life is seeking a Manager, Canadian Insurance Tax to support CIF calculations, forecasting and tax returns for Canadian insurance entities. You will analyze large datasets, ensure accurate tax provisions and IFRS disclosures, and collaborate with Tax, Finance and Investment teams.

The role emphasizes process automation, controls, and cross-functional partnership within a hybrid work environment in Canada. CPA designation and experience with CIF are preferred.

Qualifications

• 5+ years of accounting/tax experience.
• Strong knowledge of Canadian tax and financial reporting for corporate entities.
• Advanced Excel and data manipulation skills (Pivot Tables, X/V-look ups, SumIfs).
• Experience with TaxPrep and/or iFirm.

Responsibilities

• Assist CIF regime calculations and analysis, including forecasting, planning, provisions and tax returns.
• Manage preparation and review of Canadian income tax returns, partnership returns and capital tax returns.
• Oversee tax provisioning and financial reporting for IFRS tax notes.
• Support government income tax audits and financial reporting audits with formal responses.
• Develop and implement processes to improve efficiency and controls.

Skills

Analytical thinking

Excellent communication

Advanced Excel

Education

CPA designation

Tools

Pivot Tables

XLOOKUP/VLOOKUP

SUMIFS

TaxPrep

iFirm

Microsoft 365

Tableau

SAP

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 Manager, Canadian Insurance Tax plays a key role in supporting the Canadian tax reporting and compliance obligations of our Canadian insurance companies, with a primary focus on the Canadian Investment Fund (CIF) regime. The role will work extensively with large and complex datasets to perform, analyze and support CIF calculations, including forecasting, planning, tax provisions and tax return reporting.The Manager will be expected to understand the underlying data, investigate variances and anomalies, and apply sound tax and analytical judgment to ensure calculations are accurate, complete and well supported.Working closely with colleagues across Tax, Finance, Investment and other business functions, the successful candidate will combine strong Canadian tax technical and tax accounting knowledge with advanced Excel and data-management skills. The role also provides opportunities to improve and automate existing processes, strengthen controls, and enhance the efficiency and quality of tax reporting.What will you do?CIF Regime: Assist with the preparation of Canadian Investment Fund (CIF) calculations and analysis, including CIF forecasting, planning, provisions, and tax returns. Conduct tax research and impact analysis of specific issues and/or transactions under the CIF regime.Canadian Insurance Tax Compliance: Manage the preparation and review of Canadian income tax returns, partnership returns, amended returns, and capital tax returns and supporting schedules.Tax Provision and Financial Reporting: Responsible for tax financial reporting and analysis for Canadian life-insurance companies, ensuring the accurate and timely determination of quarterly income tax provisions and tax note disclosure under IFRS.Audit and Controversy Support: Support both government income tax audits and financial reporting audits, preparing formal responses to queries and participating in walkthroughs.Process Transformation: Develop and implement processes to improve the efficiency and timeliness of various tax deliverables.What do you need to succeed?5+ years of accounting/ tax experience.Strong knowledge of Canadian tax and financial reporting for corporate and non-corporate entities (such as partnerships and trusts).Advanced Excel and data manipulation skills (Experience and proficiency with Pivot Tables, X/V-look ups, & SumIfs)Experience and proficiency with TaxPrep and/or iFirm.Strong analytical and problem-solving skills.Excellent oral and written communication skills.Process improvement mindset with a focus on automation and controls.Proficiency in Microsoft 365 applications is essential.Preferred Skills:CPA designation preferred.Familiarity with Canadian Investment Fund tax regime is an asset.Understanding of insurance and investment management business (asset).Experience in financial applications (e.g. SAP, Tableau, etc).What's in it for you?Hybrid work environmentA friendly, collaborative, and inclusive culture20 vacation days per yearFlexible Benefits from the day you join to meet the needs of you and your familyPension, stock and savings programs to help build and enhance your future financial securityThe opportunity to move along a variety of career paths with amazing networking potentialAccess to our Global Learning Centre, available 24/7 for your learning needsWellness programs that support the three pillars of your health – mental, physical and financialRecent Awards:We are honoured to be recognized as a 2022, 2023, 2024 and 2025 Best Workplaces in Canada by Great Place to Work CanadaGreat Place to Work list for Best Workplaces for #HybridWork 2022Great Place to Work list for Best Workplaces for Professional Development in Canada 2022Named “ Best Places to Work ” by Glassdoor, 2021 and 2023The 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.We may use artificial intelligence to support candidate sourcing, screening, interview scheduling.We thank all applicants for showing an interest in this position. Only those selected for an interview will be contacted.Salary Range:100,000/100 000 - 143,000/143 000Job Category:FinancePosting End Date:18/11/2026