Senior Director, Management Equity Finance and Tax – SLC Management

Sun Life Financial; Toronto; Hybrid; CAD 105,000 - 180,000; Full time

Job summary

A global asset management firm in Toronto is seeking an experienced Senior Director for Management Equity Finance and Tax. The role involves supporting financial reporting, ensuring tax compliance, and engaging stakeholders to enhance communication processes. Applicants should have a CPA designation, over 8 years of relevant experience, and strong analytical skills. This firm offers a flexible work environment and a competitive salary range from CAD 105,000 to CAD 180,000.

Benefits

Generous vacation and sick time

Market-leading maternity and parental leave

Pension and savings programs with employer match

Flexible work environment

Award-winning workplace culture

Qualifications

• 8+ years of experience in finance or tax roles, ideally in asset management or financial services.
• Strong understanding of tax-to-IFRS differences and legal entity structures.
• Proven ability to manage external vendors and cross-functional teams.

Responsibilities

• Support the MD in preparing MEP-related financial commentary.
• Coordinate with external tax advisors for timely tax filings.
• Act as a liaison between HR, Finance, and Corporate Tax.

Skills

Analytical skills

Stakeholder management

Tax compliance

Financial analysis

Education

CPA or equivalent designation

Job description

Overview

SLC Management is a growing global asset management firm providing innovative and diversified investment solutions to institutional investors. We are breaking new ground with a full spectrum of solutions for a growing institutional client base of more than 1400 organizations. Our history of organic and strategic growth reflects this commitment with over CA$387/US$286 billion in assets under management (AUM). As a subsidiary of Sun Life, we are aligned with one of the world’s leading financial services companies, and benefit from the stability and strength of that relationship.

We are a performance-driven organization with a deliberate focus on fostering a development-focused, inclusive culture revolving around our Core Values of being client obsessed, valuing each other, acting with speed and having an owner’s mindset. As part of our team, you play a role in fulfilling our purpose and making a difference. We offer a rewarding work environment that is filled with opportunity for growth where you will be empowered to meet the challenges of a highly competitive landscape.

Visit our website to learn more and for the most up to date AUM information.

SLC Management offers a mix of in-office and virtual work where our employees are empowered to do their best. Generally, employees are expected to work three or more days in-office each week with flexibility depending on their business, client and team needs.

What is in it for you

Senior Director, Management Equity Finance and Tax – SLC Management

What is in it for you

SLC Management, a global institutional asset manager and subsidiary of Sun Life, is seeking a strategic and detail-oriented Senior Director to support the financial and tax operations of its Management Equity Plan (MEP). This role plays a critical part in ensuring accurate financial reporting, tax compliance, and stakeholder communication across SLC’s legal entities and ownership structures.

The ideal candidate will support the development and implementation of robust reporting and communication processes for the management equity plan at SLC Management, collaborating closely with HR and business partners. This role is crucial in ensuring accurate information is provided to senior management on their MEP earnings, tax filings and tax payments.

What you will do

Financial Reporting & Analysis

• Support the MD in preparing MEP-related financial commentary based on consolidated accounting earnings and taxable earnings.
• Analyze and reconcile accounting vs. taxable income differences and prepare simplified summaries for internal and external stakeholders.

Tax Compliance & Advisory

• Coordinate with external tax advisors to ensure timely and accurate tax filings for all entities in all jurisdictions within the SLC structure. This includes all SLC entities and through partnership structures investments affiliates which are asset managers controlled by SLC.
• Coordinate with SLC Legal team to ensure compliance with corporate and partnership filing and board reporting requirements
• Support the tax settlement process and partner with SLC and Corporate Treasury on the timing and amount of cash needs

Stakeholder Engagement

• Act as a liaison between HR, Finance, Corporate Tax, Affiliate Tax, and external advisors to gather and disseminate financial and tax data.
• Coordinate with affiliates, external tax advisors and SLF Corporate Tax team to understand the various data needs and develop a robust data repository to efficiently and effectively share information between parties.
• Prepare quarterly tax analysis and commentary to support MEP participant communications and filing approvals.

Process Optimization

• Contribute to the development and implementation of streamlined reporting and communication processes.
• Identify opportunities to enhance the efficiency and accuracy of tax provision and settlement workflows.

What you need to succeed

• CPA or equivalent designation strongly preferred.
• 8+ years of experience in finance or tax roles, ideally within asset management or financial services.
• Strong understanding of tax-to-IFRS differences and legal entity structures (e.g., partnerships, disregarded entities, corporations).
• Proven ability to manage external vendors and cross-functional teams.
• Excellent analytical, communication, and stakeholder management skills.

Why SLC Management?

• Opportunity to work for a growing global institutional asset manager
• Excellent benefits and wellness programs to support the three pillars of your well-being – mental, physical and financial – including generous vacation and sick time, market-leading maternity, parental and adoption leave top up program, a partially-paid sabbatical program and much more
• Pension, stock and savings programs with an employer-paid match to help build and enhance your future financial security
• A flexible work environment with a friendly, caring, collaborative and inclusive culture focused on career growth development #WeWinAsATeam
• The opportunity to move along a variety of career paths with amazing networking potential
• Award winning workplace culture - Great Place to Work Certified in Canada and the U.S., “Best Places to Work” by Glassdoor, Award for Excellence for Mental Health at Work, “Best Places to Work in Money Management” by Pension & Investments

Additional information

SLC Management is a regulated business, and this means that there are certain financial reporting and trading preclearance requirements for all employees. Successful candidates will be required to declare personal investment accounts and securities investments as well as seek preclearance on future transactions including those of household members.

Job Category: Finance

Salary Range 105,000/105 000 - 180,000/180 000

We are committed to pay transparency and equity. The base salary range for this role is competitive and we strive to ensure that compensation is fair and equitable. Your actual base salary will be determined by your unique skills, qualifications, experience, education, and geographic location. In addition to base salary, this position is eligible for a discretionary annual incentive award based on individual and overall business performance along with a broad range of competitive benefits.

We are committed to fostering an inclusive environment where all employees feel they belong, are supported and empowered to thrive. We are dedicated to building teams with varied experiences, backgrounds perspectives and ideas that benefit our colleagues, clients, and the communities where we operate. We encourage applications from qualified individuals from all backgrounds.

We will make reasonable accommodations to known physical or mental limitations. 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 thank all applicants for showing an interest in this position. Only those selected for an interview will be contacted.