Manager, International Tax Reporting and Compliance
About The Position
The Manager, International Tax Reporting and Compliance will assist with the international and Canadian tax reporting and compliance function, which includes foreign affiliate reporting, surplus balances, adjust cost base (ACB) and foreign accrual property income (FAPI) calculations. 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.
Requirements
- A minimum of four (4) years of experience in tax including at least two (2) years in public accounting with Canadian international tax compliance and/or consulting experiences
- A minimum of a Bachelor’s degree – preferrable in Accounting or a related field of study.
- Knowledge of the Canadian Controlled Foreign Corporate (CFC) regime, including provisions in the Income Tax Act and Regulations regarding foreign affiliate tax rules
- Working well in a team; ability to collaborate with cross-functional team members and communicate clearly and efficiently.
- Excellent analytical, problem solving and planning skills; ability to attend to details and identify levers and deliver on opportunities
- Good project management skills, with ability to coordinate workflow for outsourcing arrangements and secondments
- Excellent communication skills (written, verbal, presentations) with the ability to communicate cross functionally
- Experience with Excel (proficient with Pivot Tables and V/X-look ups)
Nice To Haves
- Holding a CPA designation is an asset
- Financial institutions taxation experience, including complex multinational corporations and financing structures, acquisitions, divestitures and reorganizations, is an asset
- Experience with Gen AI tools (Ex. Microsoft Copilot)
Responsibilities
- Preparing FAPI calculations for tax returns and quarterly tax provision purposes
- Maintaining tax attributes of Sun Life’s foreign affiliates, such as ACB and surplus balances
- Analyzing excluded property status of relevant foreign affiliates
- Supporting Global Tax Advisory in developing, evaluating and implementing tax strategies to minimize Sun Life's tax liability worldwide
- Keeping apprised of changes in accounting and financial reporting and tax law to ensure tax implications are understood and communicated
- Performing tax research and interpretation of the impact of specific issues and/or transactions
- Preparing formal responses to queries from tax authorities
- Working with junior staff and/or outsourcers
- Responsibility for tax reporting and tax compliance for certain Canadian legal entities as required
Benefits
- Hybrid work environment
- A friendly, collaborative, and inclusive culture
- 20 vacation days per year
- Flexible Benefits from the day you join to meet the needs of you and your family
- Pension, stock and savings programs to help build and enhance your future financial security
- The opportunity to move along a variety of career paths with amazing networking potential
- Access to our Global Learning Centre, available 24/7 for your learning needs
- Wellness programs that support the three pillars of your health – mental, physical and financial
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What This Job Offers
Job Type
Full-time
Career Level
Manager
