Senior Financial Analyst, Policy Tax

Empire Life Investments Inc.; Canada; Hybrid; CAD 87,200 - 136,250; Full time

Benefits offered by this job

Annual bonus program

Education/tuition reimbursement

Employer-funded benefits package

Defined contribution pension plan

Job summary

Empire Life Investments Inc. is looking for a Senior Financial Analyst to join their Tax team in Canada. The role involves ensuring compliance with tax regulations and improving processes related to tax slip reporting.

The successful candidate will have 3+ years of experience in Canadian tax, particularly in the insurance or investment sectors. This position offers a competitive salary and numerous benefits, including flexible work arrangements and a comprehensive benefits package.

Qualifications

• 3+ years of experience with Canadian tax, especially in insurance or investments.
• Completion of a degree with accounting, finance, and management courses.
• Enhanced technological skills like Power BI and macros.

Responsibilities

• Drive transformation and act as SME for Tax Slip reporting.
• Ensure compliance with CRA/MRQ and regulatory requirements.
• Review policies for consistency with tax legislation.

Skills

Canadian tax experience

Power BI

Advanced Excel skills

Understanding of coding and Python

Knowledge of Canadian corporate tax legislation

Great attention to detail

Education

University degree in accounting, finance, taxation

CPA designation

FLMI designation

Tools

Excel

Power BI

Job description

The total target compensation (TTC) range, including salary and target bonus, is $87,200 - $136,250. This TTC range is applicable to permanent roles only. The actual base salary offered within this range will be determined by the successful candidate’s skills and experience, as well as internal equity. Empire Life is looking to hire a Senior Financial Analyst to join our Tax team. We are actively seeking candidates to fill an open position.

Responsibilities

• Drives transformation and acts as SME for the Tax Slip reporting processes.
• Key contributor to the tax slip reporting production process, ensuring compliance with tax legislation (CRA/MRQ), regulatory requirements and industry practices.
• Contribute to the installment remittance process for all corporate, commodity and premium taxes for the Company and its subsidiaries.
• Review and identify areas of improvement in policies and procedures to ensure they are consistent and compliant with tax legislation, regulatory requirements and industry practices.
• Act as a subject matter expert for the annual year‑end tax process and support tax‑related system changes.
• Act as a technical escalation point for situations relating to taxation issues to ensure compliance through accurate and timely reporting to regulatory bodies.
• Provide technical and research support to ensure compliance with federal, provincial, local and applicable foreign and domestic tax laws and regulations.
• Collaborate with other business units and departments on special project work and participate in departmental projects as required.
• Lead and/or oversee departmental projects.
• Propose, review and develop efficiencies and improvements to current practices in the tax department.
• Ensure compliance with internal control policies.

Qualifications

• 3+ years of experience with Canadian tax (exposure to the insurance and/or investment fund taxation industry is an asset).
• Completion of a university degree with courses in accounting, finance, taxation, audit, management and business administration.
• Enhanced technological skill requirements, such as Power BI, Advanced Excel skills and an understanding of how to create and deploy macros.
• Automation and process improvement mindset.
• Understanding of entry‑level coding and Python would be an asset.
• Working knowledge of AI‑driven applications and their potential use cases in corporate finance and taxation.
• Knowledge of Canadian corporate tax legislation and experience conducting tax research.
• Knowledge of insurance/risk and wealth products, including universal life, whole life, term life and segregated funds.
• Ability to prioritize and manage multiple tasks.
• Ability to work and drive desired outcomes with minimal supervision and oversight.
• Effective oral and written communication.
• Key competencies include initiative, judgment, analytical thinking and problem solving and decision making.
• The incumbent must have well‑developed organizational skills and great attention to detail/accuracy.
• Chartered Professional Accountant (CPA) designation, an asset.
• FLMI designation is an asset.
• Language proficiency in English is required for communicating with customers, advisors, or employees across Canada.

Benefits

• Competitive salaries with annual pay increases.
• Annual bonus program, which recognizes both strong company performance and individual contributions, for non‑sales positions.
• Access to learning & development programs and education/tuition reimbursement (role dependent), to support your professional growth and career advancement.
• A comprehensive employer‑funded benefits package starting from day one of employment, including life insurance, health and dental and a generous health account.
• Flexible work arrangements and an annual allotment of personal health days.
• Four weeks annual vacation from hire date.
• A defined contribution pension plan with generous employer matching.
• Top‑up programs for parental leave and compassionate leave.
• Employer‑sponsored wellness and recognition programs.

Empire Life is proud to be an equal opportunity employer. We celebrate diversity, are committed to creating an inclusive environment, and welcome everyone to participate in our application process. We encourage those of all backgrounds and experiences to apply, even if you don't believe you meet each unique qualification outlined. Applicants will receive equal consideration without regard to race, color, religion, gender, gender identity or expression, sexual orientation, national origin, disability, or age.

Empire Life is dedicated to building an inclusive and barrier‑free workplace. We welcome applications from people with disabilities and are committed to providing accommodations at any stage of the recruitment process. If you require a specific adjustment to help you present your best self, please let us know—we are happy to work with you. If you need this job posting in an alternative format or have any accessibility questions, please contact [e-mail].