Senior Financial Analyst, Policy Tax

THE EMPIRE LIFE INS. CO

$92K — $142K *
Finance & Insurance
Less than 5 years of experience
Job Overview by Ladders

Qualifications

  • 3+ years of experience with Canadian tax, preferably in insurance/investment taxation
  • University degree in accounting, finance, or related field
  • Proficiency in Power BI and advanced Excel, including macros
  • Automation and process improvement mindset
  • Basic understanding of coding and Python
  • Knowledge of Canadian corporate tax legislation and tax research
  • Understanding of insurance/risk and wealth products
  • Effective communication and organizational skills
  • Chartered Professional Accountant (CPA) designation is an asset
  • FLMI designation is an asset

Responsibilities

  • Drive transformation and act as subject matter expert for tax slip reporting processes
  • Contribute to the production process of tax slip reporting, ensuring compliance with legislation
  • Support the installment remittance for corporate, commodity, and premium taxes
  • Review and improve policies and procedures for tax compliance
  • Act as a technical escalation point for taxation issues
  • Provide technical support to ensure compliance with tax laws
  • Collaborate on special project work with other departments
  • Lead or oversee departmental projects

Benefits

  • Hybrid work model
  • Comprehensive employer-funded benefits package from day one
  • Access to learning & development programs and education reimbursement
  • Competitive annual bonus program recognizing individual contributions
  • Four weeks of annual vacation
  • Defined contribution pension plan with employer matching
  • Top up programs for parental leave and compassionate leave
  • Employer-sponsored wellness and recognition programs
  • Cash employee referral program
Full Job Description
Senior Financial Analyst, Policy Tax

Location: Hybrid - Anywhere in Canada

The total target compensation (TTC) range, including salary and target bonus, is $92,960 - $142,960. 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 a current, open position.

What you'll be working on
  • Drives transformation and acts as SME for the Tax Slip reporting processes
  • Is a 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 Empire Life is compliant 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 in departmental projects
  • Propose, review and develop efficiencies and improvements to current practices in the tax department
  • Ensure compliance with internal control policies

What we're looking for you to have
  • 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 with 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
  • If you are applying for a position which is open to applicants across Canada, unless otherwise indicated in the position, language proficiency in English is required for communicating with customers, advisors, or employees across Canada.
  • Our hiring process includes AI screening for keywords and minimum qualifications. Recruiters review all results.

Beyond the salary

For permanent full-time positions, Empire Life offers a comprehensive total rewards package that includes:
  • Hybrid work model
  • 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.
  • Competitive uncapped commission, for sales positions
  • A comprehensive employer-funded benefits package starting from day one of employment, that includes 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
  • A cash employee referral program

To learn more about working at Empire Life, visit https://www.empire.ca/workatempire.

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