Manager, International Tax Reporting and Compliance

Sun Life Financial, Inc.

$90K — $140K *
Legal & Accounting
Less than 5 years of experience
Job Overview by Ladders

Qualifications

  • 4+ years in tax, including 2+ years in public accounting focused on Canadian international tax compliance.
  • Bachelor's degree in Accounting or related field preferred.
  • Knowledge of Canadian Controlled Foreign Corporation (CFC) regime and foreign affiliate tax rules.
  • Strong analytical and problem-solving abilities with attention to detail.
  • Good project management and workflow coordination skills.
  • Excellent communication skills across various mediums.
  • Proficient in Excel, specifically with Pivot Tables and VLOOKUP/XLOOKUP.

Responsibilities

  • Prepare FAPI calculations for tax returns and quarterly tax provisions.
  • Maintain and analyze tax attributes for foreign affiliates, including ACB and surplus balances.
  • Support Global Tax Advisory on strategies to reduce tax liability globally.
  • Stay updated on tax laws and communicate implications effectively.
  • Conduct tax research and interpret impacts of transactions.
  • Prepare formal responses to tax authority inquiries.
  • Coordinate tasks with junior staff and outsourcing partners.

Benefits

  • Hybrid work environment for better work-life balance.
  • Collaborative and inclusive workplace culture.
  • 20 vacation days annually for personal time.
  • Flexible benefits tailored to employee and family needs.
  • Pension, stock, and savings programs for future security.
  • Career development opportunities with extensive networking potential.
  • Access to a 24/7 Global Learning Centre to enhance skills and knowledge.
  • Wellness programs focusing on mental, physical, and financial health.
Full Job Description
Job Description:

About the role:

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.

What will you do?
  • Responsible for certain aspects of Canadian tax reporting and compliance with respect to Sun Life's international operations, including:
    • 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; and
    • 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


What do you need to succeed?
  • 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)

Preferred Skills:
  • 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)


What's in it for you?
  • 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


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.

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.

Salary Range:
90,000/90 000 - 140,000/140 000

Job Category:
Finance

Posting End Date:
09/08/2026

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