Director, Us Income Tax Compliance

11 hours ago

Toronto, Canada Sun Life Full time

You are as unique as your background, experience and point of view. Here, you’ll be encouraged, empowered and challenged to be your best self. You'll work with dynamic colleagues - experts in their fields - who are eager to share their knowledge with you. Your leaders will inspire and help you reach your potential and soar to new heights. Every day, you'll have new and exciting opportunities to make life brighter for our Clients - who are at the heart of everything we do. Discover how you can make a difference in the lives of individuals, families and communities around the world.

**About the Role**

The role is responsible for US tax compliance and tax analysis and tax liquidity management for the Sun Life US group of companies. The role includes responsibilities for a wide range of US tax compliance matters including: general compliance for Federal and States (corporate, partnerships and trusts) and cross-border tax compliance..

**What you'll be doing**
- Ensure compliance with all US statutory tax filing requirements including timely filing of corporate, partnership and trust tax returns for certain US entities, information return filings, etc.
- Research and provide conclusions on tax compliance issues relating to corporate structures, reorganizations and other transactions.
- Ensure corporate and fund compliance with FATCA/Common Reporting Standard regimes and other cross-border tax issues through liaison with the Sun Life Specialty Tax group.
- Train and project manage SLGS team to create and implement effective US compliance process
- Provide tax support in US tax compliance area, as required.
- Manage installments related to the US Federal and income tax compliance
- Provide leadership within the Sun Life tax group including supervision and mentorship of junior staff and supervision of external advisors.
- Liaise with accounting staff regarding processes and information required to ensure complete, accurate and timely tax compliance.
- Engage and coordinate with external advisors for efficient US tax compliance and input on other tax issues, as required.
- Prepare responses to queries from tax authorities..
- Decision Making_

Decisions are based on consultations with the AVP, Tax Compliance, VP Tax Risk, other Sun Life tax staff, and external tax advisors.
- Key Relationships_

Internal Relationships:

- Corporate Accounting - co-ordination of accounting results for tax compliance and installments
- Legal / Corp Sec - co-ordination of legal entity set up, registrations, and dissolutions to ensure tax compliance is complete, accurate and timely.
- Sun Life Tax - consultation and coordination with Sun Life tax staff on US compliance issues.

External Relationships:

- External tax advisors - coordinate client entity tax preparation / review and confirm conclusions on more complex tax issues.
- Tax authorities - timely responses to requests/queries/audits where necessary.
- Organizational Impact_
- This role has accountability for US tax compliance (including foreign affiliate filings) and analysis.

**What you'll need to succeed**
- Accounting designation CPA, CA or US CPA.
- Strong US tax compliance experience is required.
- Proficiency in Microsoft Office, Adobe and tax preparation software programs (OneSource).
- Strong attention to detail; strong project management skills with the ability to prioritize multiple tasks and to meet tight deadlines; strong verbal and written communication and interpersonal skills; strong tax technical knowledge and analytical skills

**What's in it for you**
- Being a member of the Sun Life family, a group of people united by our Purpose: to help Clients and Employees achieve lifetime financial security and live healthier lives.
- In 2024, Sun Life ranked among the top 100 most sustainable global corporations by Corporate Knights for the 15th consecutive year, leading Canadian insurers.
- We are proud to be on the 2024 Best Workplaces in Canada list by Great Place to Work.
- We’re also listed as one of the Best Workplaces for Women and Best Workplaces with Most Trusted Executive Teams.
- Our unique Sabbatical Program gives you the opportunity to take up to 6 weeks off, every five years.
- Care Days available for self-care or care of others (i.e., family or others you may support) and Sick Days to support your well-being.

At Sun Life we strive to create a flexible work environment where our employees are empowered to do their best work. Several flexible work options are available and can be discussed throughout the selection process depending on the role requirements and individual needs.

We thank all applicants for showing an interest in this position. Only those selected for an interview will be contacted.

**Salary Range**:
120,000/120 000 - 190,000/190 000

**Job Category**:
Finance

**Posting End Date**:
21/01/2025

  • Manager Income Tax

    7 months ago

    Toronto, Canada Rogers Communications Full time

    We are committed to connecting Canadians through unique partnerships, our world-class network and content Canadians love—and our innovative team is growing. We are looking for dedicated team members to join our Corporate team who have a genuine passion for making positive impacts on customers and the communities where we live and work. We have a variety of...

  • Tax Director

    4 weeks ago

    Old Toronto, Canada People Corporation Full time

    About People CorporationWe are a national provider of benefits, retirement, wealth, wellness, and human resource solutions. Our team is dedicated to helping businesses succeed by providing expert advice and innovative solutions.Job SummaryThe Senior Director, Tax will oversee all Canadian income tax and commodity tax planning, reporting, compliance, and...

  • Senior Manager, Global Income Tax

    2 months ago

    Old Toronto, Canada Achievers Full time

    About AchieversThe "Achievers Employee Experience Platform" empowers employees to recognize each other in real time and aligns them to the values and goals of the company. With almost 4 million global users, the Employee Experience Platform enables employees in over 170 countries. Visit us at www.achievers.com to learn more, and check out our platform in...

  • Senior Manager, Global Income Tax

    3 weeks ago

    Old Toronto, Canada Achievers Corp. Full time

    About AchieversThe "Achievers Employee Experience Platform" empowers employees to recognize each other in real time and aligns them to the values and goals of the company. With almost 4 million global users, the Employee Experience Platform enables employees in over 170 countries. Visit us at www.achievers.com to learn more, and check out our platform in...

  • Manager, Corporate Income Tax

    4 months ago

    Toronto, Canada First Capital Full time

    First Capital [TSX: FCR.UN] owns, operates, and develops grocery anchored open air centres in neighbourhoods with the strongest demographics in Canada. Through the expertise and collaboration of our team, we create thriving properties which generate value for businesses, investors and our neighbourhoods. As one of the Greater Toronto Area’s top employers,...

  • Us Tax Director

    7 months ago

    Toronto, Canada Manulife Full time

    We are a leading financial services provider committed to making decisions easier and lives better for our customers and colleagues around the world. From our environmental initiatives to our community investments, we lead with values throughout our business. To help us stand out, we help you step up, because when colleagues are healthy, respected and...

  • Associate, Us Tax

    5 days ago

    Toronto, Canada RSM US LLP Full time

    At RSM, associates work with large and small companies in various industries. They develop strong working relationships with clients built on understanding their businesses and challenges. Associates work on multiple team engagements each year, including several pieces of any particular assignment - not just one part. Working in a mutually respectful team...

  • Tax Compliance Director

    3 days ago

    Old Toronto, Canada Brookfield Asset Management, Inc Full time

    Brookfield Asset Management, Inc is seeking a Tax Compliance Director to join their team.About BrookfieldBrookfield Asset Management, Inc is a leading global asset management company. The company has a unique and dynamic culture that values the development of its people through challenging work assignments and exposure to diverse businesses.The successful...

  • US Tax Compliance Expert

    10 hours ago

    Toronto, Ontario, Canada Financière Sun Life Full time

    About the RoleThe role of US Tax Compliance Expert is a key position within Financière Sun Life, responsible for ensuring compliance with all US statutory tax filing requirements. This includes timely filing of corporate, partnership, and trust tax returns for certain US entities, as well as information return filings.The successful candidate will have...

  • Director, Tax

    7 months ago

    Toronto, Canada Hootsuite Full time

    We're looking for a high performing Director, Tax to be part of the Finance leadership team and to lead the tax function in our high-growth, multi-jurisdictional private company. You will be responsible for tax planning, compliance, risk management, transaction support, special projects, and accounting for taxes. **WHAT YOU'LL DO**: - Manage reporting...

  • Director, Tax

    2 weeks ago

    Old Toronto, Canada Munich Re Full time

    The Director, Tax will be responsible for all income and commodity tax provisions and returns and report to the VP, North American Tax Life & Health. This role is responsible for the local tax authority domestic audit deliveries and requirements, along with research of various tax related topics and providing or assisting in interpretation. The Director, Tax...

  • Director, Tax

    1 week ago

    Old Toronto, Canada Munich Re Full time

    The Director, Tax will be responsible for all income and commodity tax provisions and returns and report to the VP, North American Tax Life & Health. This role is responsible for the local tax authority domestic audit deliveries and requirements, along with research of various tax related topics and providing or assisting in interpretation. The Director, Tax...

  • Tax Director Lead

    1 week ago

    Toronto, Ontario, Canada Vaco Full time

    About the CompanyVaco, a leading recruitment firm, is seeking an experienced Tax Director to lead our team.The ideal candidate will have a strong background in tax compliance and governance, with excellent analytical and problem-solving skills.Responsibilities:Manage all quarterly and annual corporate income and commodity tax provisions;Review financial...

  • Director of Tax

    7 months ago

    Toronto, Canada Dentalcorp Canada Full time

    **Who you are** You are an innovative, quality-focused individual who is eager to be a part of a rapidly growing company that enables the best to be even better. You are looking for an opportunity to provide your tax expertise to drive change within an exciting industry. As a Director of Tax you enjoy working within a collaborative environment and your goal...

  • Manager, Us Tax

    5 days ago

    Toronto, Canada OMERS Full time

    **As a member of this team, you will be responsible for**: **Tax Compliance and Reporting**: Liaise with internal and external support functions to ensure US federal and state tax returns and other tax filings are completed timely and accurately. This also includes: Foreign reporting such as 5471, 5472, Base Erosion Anti-Abuse Tax and others. Ensure timely...

  • Director, Global Tax

    4 months ago

    Toronto, Canada Achievers Full time

    **About Achievers** **Our commitment to you**: At Achievers, we hire you for you because we value the unique perspective and individuality that each person brings to our team. We are committed to creating an inclusive, diverse, and equitable workplace where you belong, and your contributions are celebrated. You'll have the opportunity to collaborate with a...

  • Director, Global Tax

    3 weeks ago

    Old Toronto, Canada Achievers Full time

    About AchieversThe "Achievers Employee Experience Platform" empowers employees to recognize each other in real time and aligns them to the values and goals of the company. With almost 4 million global users, the Employee Experience Platform enables employees in over 170 countries. Visit us at www.achievers.com to learn more, and check out our platform in...

  • Director, Tax

    3 weeks ago

    Old Toronto, Canada Vaco Recruiter Services Full time

    About the CompanyOur client, a global financial services organization, is looking to hire a Director of Tax or Assistant VP Tax.Why Work HereVery collaborative and social group.Big on training and development and will support relevant courses.Very regular interactions with senior executives.About the OpportunityTax Compliance and GovernanceManage all...

  • Director, Tax

    2 weeks ago

    Old Toronto, Canada Lannick Group Full time

    About the CompanyOur client, a global financial services organization, is looking to hire a Director of Tax or Assistant VP Tax.Why Work HereVery collaborative and social group.Big on training and development and will support relevant courses.Very regular interactions with senior executives.About the OpportunityTax Compliance and GovernanceManage all...

  • Supervisor, Business Tax

    5 days ago

    Toronto, Canada RSM US LLP Full time

    As a Tax Supervisor for RSM you will be responsible for the following job duties which are focused around three core concepts (Technical & Quality Expertise, People & Talent Management, and Client Service/Business Development): - Train and develop staff members - Provide detailed review and analysis of tax returns - Assist the assurance team with tax...