Manager, Taxation

2 weeks ago

Toronto, Ontario, Canada Foresters Financial Services, Inc. Full time
Career Opportunity

Role Title

Manager, Taxation

Purpose of role

The Manager, Taxation is responsible for tax returns, compliance and control processes, audits, as well as research and analysis. This individual will also participate in various tax and tax-related projects as required.


This position requires the incumbent to deliver strong accounting and tax research skills, technical and analytical corporate, partnership, individual, premium, sales and indirect commodity tax knowledge and expertise; to demonstrate the ability to read and understand complex instructions and guidance, to possess excellent verbal and written communication skills, to possess organization skills to be able to prioritize responsibilities and to meet tight deadlines with little to no supervision and experience in a variety of tax operations and the ability to drive process improvements.


Job Description:

Key Responsibilities

  • Prepare working papers to support corporate tax and information returns and complete tax forms and supporting documentation for these returns on a timely basis
  • Prepare and/or review working papers to support filing of the premium tax, monthly provincial sales tax and monthly and annual indirect commodity tax returns
  • Prepare working papers for monthly HST returns and filing on a monthly basis
  • Review Segregated Fund working papers for trust information and tax returns, nonresident tax returns and tax slips and summaries prepared inhouse and those prepared by thirdparty service providers
  • Prepare Foresters Segregated Fund trust information and tax returns and review tax summaries and tax slips
  • Prepare/review nonresident withholding tax working papers, tax slips and returns including those prepared by thirdparty providers
  • Assist with US and UK compliance requirements, including FBAR filings, review of FATCA and CRS forms, VAT, etc.
  • Review annual FATCA and CRS filings
  • Assist with Policyholder tax filings
  • Prepare quarterly and annual tax provisions as required
  • Requisition all installments, and payments for taxes, on a timely basis
  • Prepare working papers for current and deferred tax on a quarter and annual basis including return to tax provision/assessment
  • Prepare the year end and interim financial statement tax notes and supporting documentation as required
  • Maintain effective control procedures over all aspects of the tax process including preparation of various monthly, quarterly and annual tax reconciliations to government statements.
  • Identify opportunities for process efficiencies through automation and work paper simplification
  • Prepare tax journal entries and supporting documentation for review and approval
  • Prepare annual contemporaneous transfer pricing documentation.
  • Ensure that tax compliance and tax process documentation and tax models are kept up to date on a timely basis
  • Manage the process for the yearend Canadian tax audits and other audits by tax authorities, including the preparation of working papers, analysis and supporting documentation to respond to auditors on a timely basis
  • Manage the international tax audit regarding annual contemporaneous transfer pricing documentation
  • Provide working papers to external auditors
  • Research, analyze and provide recommendations on a variety of legislative and regulatory Canadian and U.S. federal and provincial/state income tax, policyholder tax, commodity and retail sales tax issues. Some coordination with outside consultants may be required.
  • Assist with tax structuring
  • Prepare tax cash flow and budgeting analysis
  • Keep abreast of changes in tax legislation and analyze the impact of those changes to capitalize on changes in tax legislation. Conduct and present tax research.
  • Understand changes to financial reporting standards and analyze the impact for tax filings purposes, including impact of IFRS 1
  • Respond to internal tax related queries from other cross functional areas and/or senior management
Key Qualifications

  • University degree in Business
  • Indepth tax course or equivalent
  • 57 years progressive post graduate experience in life insurance taxation
  • FLMI an asset
  • Excellent written and oral communication skills
  • Excellent attention to detail
  • Excellent computer skills, particularly complex Excel spreadsheets and database models
  • CPA, CA
  • Excellent communication skills both verbal and written
  • Must be comfortable with written and oral presentations to various levels of staff and management
  • Excellent analytical, research and problemsolving skills
  • Strong knowledge of the insurance industry and the unique rules associated with accounting and tax reporting
  • A strong level of initiative with the ability to evaluate existing processes and procedures and identify more effective ways of operating
  • Team player
  • Adaptable to change
  • Must thrive in a fastpaced environment and work well with all levels of the organization
  • Well organized with a high level of attention to detail, able to

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