Policyholder Tax

**Welcome to **_ivari_**

Let us introduce ourselves. With 300 employees across Canada, ivari is a company that’s making a difference in the world of life insurance. How? By finding and hiring employees who are passionate about helping people protect their families, and by giving them the best, most supportive workplace possible.

At ivari, everyone is welcome It is our mission to attract, develop, and retain a workforce that is as diverse as the customers we serve and the communities in which we do business. We offer an inclusive and accessible work environment where all employees and customers feel valued, respected, and supported.

**Here’s the job opportunity**

A business professional in matters associated with life insurance and investment product policyholder taxation and compliance as outlined in the Income Tax Act (ITA), and related laws and regulations.

You will manage the Policyholder Tax (PHT) and Corporate Compliance function, with a specific focus on reviewing policyholder tax calculations, reporting, and related policyholder compliance administration and/or knowledge support. This extends to providing compliance guidance and input in other areas such as Product, Corporate Compliance and Corporate Taxation. This role also requires skills in financial statements and tax documents analysis to assist with tax compliance filings and relevant tax projects including assisting with various tax transformation functions.

**As the Policyholder Tax & Corporate Compliance Manager you will**
- Oversee the service delivery of DXC PHT functions, including managing external relationship following ivari behaviours, supporting the VP Taxation in reviewing all outputs performed by DXC PHT, support the review of policyholder taxation guidelines to ensure compliance with legislative rules and regulations
- Build and maintain adequate communication and oversight on the DXC PHT function to support all aspects of policyholder taxation and compliance in a prompt and accurate manner
- Coordinate all internal and external processes related to year-end policyholder taxation and compliance reporting within ivari teams
- Management of ivari’s policyholder CRA and RQ withholding tax (source deduction) business accounts
- Provide technical research support in relevant knowledge in areas related to policyholder taxation. This includes Corporate related projects involving policyholder tax, i.e., DXC transformation, inter departmental support for marketing team, and pricing team
- Research federal and provincial tax laws and policies, summarize and present findings in a clear and organized manner.
- Participate in industry forums, including committees such as the CLHIA Policyholder Tax Committee
- Analyze financial statements and tax documents to assist with tax compliance filings and relevant tax projects including assisting with various tax accounting and reporting functions.
- Provide support to tax audits including but not limited to FATCA, PHT related and other audit matters

**What we are looking for**
- Completed Canadian and/or US Professional Accounting Designation (CPA)
- Related industry designations (notably LOMA), and or CICA In-depth tax training would be an asset
- Minimum of 3+ years of general corporate and or personal tax experience and 2+ years of policyholder tax experience
- Ability to diagnose and solve complex financial problems
- Ability to prioritize, manage multiple tasks, organized and good attention to detail
- Excellent communication skills, focusing on relevant information

**What's in it for you**

At ivari, it's important for us to keep our people motivated, recognized, and rewarded. We offer competitive base salaries plus a bonus, one of the many reasons ivari is a great place to work.

We also offer health and dental benefits for the entire family from Day 1 But that’s just the beginning. When you join the ivari team you also get
- A fantastic vacation plan and time off
- A pension plan with 100% match by ivari
- Employee savings plan with 75% match to help you save even more
- Flexible and hybrid work arrangements
- Opportunities for professional development
- Recognition programs to cheer you on, motivate and reward
- Wellness programs to keep you healthy and happy

**Who you are**

Someone who enjoys a culture where everyone is genuinely respectful, and you can be your authentic self every day. Your contributions and opinions are not only sought but valued. You know the importance of, and live by, our core values of
- Bringing clarity and focus to your work
- Taking ownership and doing what you say you will
- Remaining flexible
- Collaborating with others

Does this sound like you? We’re looking for great people to join our team

Our commitment to inclusivity is reflected in the safeguards, policies, and commitments we have in place to remove barriers and provide equal opportunities to prospective and current employees, without discrimination.