US Tax Intern - Summer 2027 Intern

Sun Life Financial; Wellesley (MA); Hybrid; USD 28,000 - 34,000; Full time

Job summary

Sun Life U.S. offers a tax internship within the U.S. Tax Operations Team for eligible students. The role emphasizes accounting theory and basic US tax concepts, with responsibilities spanning income tax workpapers, tax theory research, book/tax differences, SOX compliance, and account reconciliation.

The internship is hybrid, requiring proximity to a US-based Sun Life office, such as Wellesley, MA, and supports professional growth with a collaborative environment.

Qualifications

• Pursuing or enrolled in an accredited college/university during internship (June 2027–August 2027).
• Undergraduate or graduate student in accounting or equivalent.
• Eligible to legally work in the United States.

Responsibilities

• Assist in preparation of income tax workpapers for provision and compliance.
• Research basic US tax theory.
• Assist with book/tax differences and may include depreciation.
• Assist with compliance with Sarbanes-Oxley internal control requirements.
• Assist with reconciling tax accounts.
• Assist in special projects as needed.

Skills

Analytical thinking

Problem solving

Communication skills

Microsoft Excel

Microsoft Word

Education

Bachelor's degree in accounting or equivalent

Tools

Excel

Word

Job description

Job Description

Sun Life U.S. is one of the largest providers of employee and government benefits, helping approximately 50 million Americans access the care and coverage they need. Through employers, industry partners and government programs, Sun Life U.S. offers a portfolio of benefits and services, including dental, vision, disability, absence management, life, supplemental health, medical stop-loss insurance, and healthcare navigation. We have more than 6,400 employees and associates in our partner dental practices and operate nationwide.

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. Visit our website to discover how Sun Life is making life brighter for our customers, partners and communities.

What's it like to work at Sun Life?

You'll find it dynamic and highly professional; collaborative and supportive. We encourage career mobility. Sun Life is also a socially responsible employer, supporting the communities in which we live and work, with a globally recognized commitment to the environment and sustainability. This internship will be hybrid, and interns must be located near one of our US based offices – Wellesley, MA.

The Role

Working within the U.S. tax department of a large Canadian-based financial services company, the Tax Intern will work along other tax professionals in the U.S. Tax Operations Team. The intern should have a working knowledge of accounting theory and principles as well as some U.S. income tax knowledge.

Responsibilities

• Assist in preparation of income tax workpapers for provision and compliance.
• Research basic US tax theory.
• Assist with completion of book/tax differences and may include deprecation.
• Assist with compliance with Sarbanes-Oxley internal control requirements.
• Assist with reconciling tax accounts.
• Assist in special projects as needed.

Core skill sets

• Working towards Bachelor's degree in accounting or the equivalent is required.
• Strong analytical and problem-solving skills are critical.
• Strong communication skills – both written and oral – are required.
• Proficiency in Microsoft applications (e.g. Excel and Word) is essential.

Candidate Eligibility

• Currently enrolled in an accredited college or university during the time of internship (June 2027 – August 2027)
• Must be an undergraduate or graduate student in accounting or the equivalent
• Eligible to legally work in the United States
• Ability to work full-time (40 hours/week) during Intern session

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.

Life is brighter when you work at Sun Life At Sun Life, we prioritize your well-being with comprehensive benefits, including generous vacation and sick time, market-leading paid family, parental and adoption leave, medical coverage, company paid life and AD&D insurance, disability programs and a partially paid sabbatical program. Plan for your future with our 401(k) employer match, stock purchase options and an employer-funded retirement account. Enjoy a flexible, inclusive and collaborative work environment that supports career growth. We’re proud to be recognized in our communities as a top employer.

We’re proud to be recognized in our communities as a top employer. Proudly Great Place to Work® Certified in Canada and the U.S., we’ve also been recognized as a "Top 10" employer by the Boston Globe's "Top Places to Work" for two years in a row. Visit our website to learn more about our benefits and recognition within our communities.

We will make reasonable accommodations to the known physical or mental limitations of otherwise-qualified individuals with disabilities or special disabled veterans, unless the accommodation would impose an undue hardship on the operation of our business. Please email [e-mail] to request an accommodation.

For applicants residing in California, please read our employee California Privacy Policy and Notice.

We do not require or administer lie detector tests as a condition of employment or continued employment.

Sun Life will consider for employment all qualified applicants, including those with criminal histories, in a manner consistent with the requirements of applicable state and local laws, including applicable fair chance ordinances. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.

Job Category: Temporary Employee Posting End Date: 01/11/2026

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.