Intermediate Tax Analyst

1 month 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.

The primary role of the Intermediate Tax Analyst is to liaise with financial staff in other areas regarding information needed to ensure accurate and timely tax reporting compliance. The Analyst will work with the applicable Group Retirement Services (GRS) functional units to ensure our practices and procedures comply with current tax legislation requirements. In addition, the Analyst will participate in accurate production of tax slips and tax returns based on government filing deadlines, and represent GRS Tax on internal projects. Do you have a genuine interest in Tax? We want to hear from you

**What will you do?**
- Liaise with financial staff in other areas and collect data to ensure accurate and timely tax reporting and compliance
- Perform reconciliations on tax accounts and review the bi-annual RRIF reconciliation
- Review XML reconciliations for each applicable filing period
- Prepare US tax filings, 1042-S, 1099-DIV, and other US tax forms as required, for the GRS block of business
- Assist in review of tax administrative guidelines published by the Canada Revenue Agency (CRA) and Revenu Québec (RQ) to ensure our practices and procedures comply with current reporting requirements
- Participate in year-end tax production and tax enhancement processes
- Accountable for the accuracy and completeness of the trust returns (T3, T3D, T3P, & T3GR)

**What do you need to succeed?**
- University degree with 3-6 years of experience or high school diploma with 6-10 years of experience or an equivalent combination of education and experience
- Excellent analytical, communication and problem-solving skills
- Proficiency in Microsoft Word and Excel
- Strong attention to detail and superior customer focus
- Ability to organize and prioritize multiple tasks to meet tight deadlines

**Preferred**:

- Experience with GRS Products
- Experience with Excel Macros and other advanced Excel functions
- College or University Diploma or Degree in a related field

**Unique requirements**:

- Vacation not permitted from January-March each year
- Overtime may be required from January-March each year

**What's in it for you?**
- Time off giving you the flexibility to focus on the moments that matter including 15 vacation days per year
- Flexible Benefits from the day you join to meet the needs of you and your family
- Pension Plan participation starts immediately, and you are automatically enrolled. We help you save more with Sun Life automatic and matching contributions and by including both your salary and bonus when making
- contributions.
- The opportunity to move along a variety of career paths with amazing networking potential
- Flexible hybrid work model
- Work and professional development that is united by our Purpose: to help Clients and Employees achieve lifetime financial security and live healthier lives
- A friendly, collaborative, and inclusive culture
- We’re honoured to be recognized as a 2023 Best Workplaces in Ontario by Great Place to Work® Canada
- Sun Life ranked one of the 2023 Global 100 Most Sustainable Corporations in the World on the Corporate Knights’ 2023

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**:
61,000/61 000 - 101,000/101 000

**Job Category**:
Finance

**Posting End Date**:
04/12/2023



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