Taxation Manager

2 months ago

Old Toronto, Ontario, Canada Foresters Financial Services, Inc. Full time
Senior Manager, Taxation

Foresters Financial Services, Inc. is seeking a highly skilled Senior Manager, Taxation to join our team. As a key member of our tax department, you will be responsible for leading tax returns, quarterly/year-end provision, compliance and control processes, audits, and research and analysis.

Key Responsibilities:
  • Tax Returns:
    • Prepare and/or review 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.
    • Review Segregated Fund working papers for trust information and tax returns, non-resident tax returns and tax slips and summaries prepared in-house and those prepared by third-party service providers.
    • Review Foresters Segregated Fund trust information and tax returns and review tax summaries and tax slips.
    • Prepare and/or review non-resident withholding tax working papers, tax slips and returns including those prepared by third-party providers.
    • Assist with Policyholder tax filings.
  • Tax Compliance and Tax Control Processes:
    • Prepare and/or review quarterly and annual tax provisions as required.
    • Requisition all installments and payments for taxes on a timely basis.
    • Prepare and/or review working papers for current and deferred tax on a quarter and annual basis including return to tax provision/assessment.
    • Preparation of 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 and/or approve tax journal entries and supporting documentation.
    • Ensure that tax compliance and tax process documentation and tax models are kept up to date on a timely basis.
  • Audits:
    • Manage the process for the year-end external 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.
  • Research, Planning Analysis:
    • 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.
    • 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 17.
    • Respond to internal tax-related queries from other cross-functional areas and/or senior management.
    • In-depth tax course or equivalent.
    • Experience (minimum required): 8-10 years progressive post-graduate tax experience (life industry preferred).
    • FLMI an asset.
    • Excellent computer skills, particularly complex Excel spreadsheets and database models.
    • Must be comfortable with written and oral presentations to various levels of staff and management.
    • Strong knowledge of the insurance industry and the unique rules associated with accounting and tax reporting.
    • Well organized with a high level of attention to detail, able to manage several complex processes/tasks with a high level of accuracy.
    • Ability to manage priorities in a demanding and deadline-oriented environment.
    • Advanced knowledge and experience of Microsoft applications, especially in Excel (incl.).
    • Advanced knowledge and experience using Canadian Tax Return software such as Tax prep and Insur Tax (or similar).

Equal Opportunity Employment and Inclusion – at Foresters Financial, we are committed to sustaining an equal opportunity environment for all job applicants. We embrace Inclusion, Diversity and Equity (IDE) as a core strategic objective for building strong, innovative teams in which all our employees can show up wholly and authentically as themselves.

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