Manager, Investment Tax Reporting

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

Job summary

Sun Life Financial is seeking a Manager, Investment Tax Reporting to oversee high-volume investment data for Canadian entities and support tax provisioning and returns. You will coordinate with Investment and Tax Advisory teams to ensure data integrity and timely reporting under IFRS.

The role requires strong Excel, analytics, and communications skills, with a focus on automation, process improvement, and cross-functional collaboration in a hybrid Canadian environment.

Qualifications

• Strong understanding of investment accounting, general ledger reconciliations, and financial reporting controls.
• Knowledge of Canadian tax and financial reporting for corporate and non-corporate entities (such as partnerships and trusts), and investment tax reporting.
• Advanced Excel and data manipulation skills.
• Strong analytical and problem-solving skills.
• Excellent oral and written communication skills.
• Process improvement mindset with a focus on automation and controls.
• Understanding of insurance and investment management business (asset).
• Experience in financial applications (e.g. SAP, Tableau, etc) and fund accounting platforms (PAM/E!) is an asset.
• Proficiency in Microsoft 365 applications is essential.
• 5 years of experience CPA designation preferred.

Responsibilities

• Investment Data Management: Manage the analysis of large-scale tax and accounting transaction information across investment portfolios and platforms for tax provision and tax return processes, including complex calculations for CIF process, forecasting, and strategic planning.
• Tax Financial Reporting: Responsible for tax financial reporting and tax attribute tracking for Canadian companies, ensuring the accurate and timely determination of quarterly income tax provisions under IFRS.
• Tax Audit Support: Assist with both government income tax audits and financial statement audits, preparing formal responses to queries and participating in walkthroughs.
• Cross-Functional Liaison: Act as a key collaborator with the Investment Team and Tax Advisory Team to understand asset movements and ensure data integrity for tax purposes.
• Process Transformation: Develop and implement processes to improve the efficiency and timeliness of various tax deliverables.

Skills

Advanced Excel

Data manipulation

Analytical skills

Problem solving

Communication

Automation mindset

Insurance knowledge

Investment knowledge

SAP experience

Tableau

PAM/E!

Microsoft 365

CPA preferred

5 years exp

Education

CPA designation preferred

Tools

SAP

Tableau

PAM/E!

Microsoft 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

The Manager, Investment Tax Reporting will be responsible for management of high volume investment data for Sun Life’s Canadian entities to support various tax processes.

What will you do?

• Investment Data Management: Manage the analysis of large-scale tax and accounting transaction information across investment portfolios and platforms for tax provision and tax return processes, including complex calculations for CIF process, forecasting, and strategic planning
• Tax Financial Reporting: Responsible for tax financial reporting and tax attribute tracking for Canadian companies, ensuring the accurate and timely determination of quarterly income tax provisions under IFRS
• Tax Audit Support: Assist with both government income tax audits and financial statement audits, preparing formal responses to queries and participating in walkthroughs
• Cross-Functional Liaison: Act as a key collaborator with the Investment Team and Tax Advisory Team to understand asset movements and ensure data integrity for tax purposes
• Process Transformation: Develop and implement processes to improve the efficiency and timeliness of various tax deliverables

What do you need to succeed?

• Strong understanding of investment accounting, general ledger reconciliations, and financial reporting controls
• Knowledge of Canadian tax and financial reporting for corporate and non-corporate entities (such as partnerships and trusts), and investment tax reporting
• Advanced Excel and data manipulation skills
• Strong analytical and problem-solving skills
• Excellent oral and written communication skills
• Process improvement mindset with a focus on automation and controls
• Understanding of insurance and investment management business (asset)
• Experience in financial applications (e.g. SAP, Tableau, etc) and fund accounting platforms (PAM/E!) is an asset
• Proficiency in Microsoft 365 applications is essential 5 years of experience CPA designation preferred.

What’s in it for you?

• We’re proud to be recognized as a company with a 2026 Most Trusted Executive team by Great Place to Work® Canada
• Access to short-term assignments or ‘Gigs’ across the organization, to help you develop new skills and connections.
• A collaborative and interactive team environment
• Charitable giving through our You Give, We Give program lets you give back to your community – and in many cases, we’ll match your contributions.
• 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.

*LI-MS 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.

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 - 143,000/143 000

Job Category: Finance

Posting End Date: 16/10/2026

Shine together

At Sun Life, you can be your most brilliant self. Our supportive, flexible, and inclusive work environment is one where you – and your career – can thrive.

Whatever your aspirations, collaborative leaders and colleagues are ready to help you learn, grow, and succeed.

Make life brighter We’re a global company with a passion for people. Our purpose is to help Clients achieve lifetime financial security and live healthier lives. As a team of 30,000 across 26 countries, our impact is far-reaching, and locally relevant There’s power in numbers. As part of Sun Life’s growing team, you have an impact on people in your community and around the world.

Shape the future

With an optimistic eye on a brighter future, we drive to innovate. Be part of leading change, push boundaries and try new ways of working. Use data to drive bold actions. Be agile and pivot as we test and learn.

At Sun Life, we’re driving transformation, sustainability and innovation for our Clients, employees, partners, and communities.

Join us. Together, we can make the future brighter. Join a top employer for a brighter future.

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