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Senior Manager, Taxation Expert

2 months ago

Toronto, Ontario, Canada Foresters Financial Full time
Job Summary

Foresters Financial is seeking a highly skilled Senior Manager, Taxation to join our team. As a key member of our taxation department, you will be responsible for leading the preparation and review of tax returns, ensuring compliance with tax laws and regulations, and providing expert advice on taxation matters.

Key Responsibilities
  • Tax Return Preparation and Review
    • Prepare and review working papers to support corporate tax and information returns, ensuring timely completion of tax forms and supporting documentation.
    • Prepare and review working papers to support filing of premium tax, monthly provincial sales tax, and monthly and annual indirect commodity tax returns.
    • Review working papers for monthly HST returns and filing on a monthly basis.
    • Review Segregated Fund working papers for trust information and tax returns, non-resident tax returns, and tax slips and summaries prepared in-house and by third-party service providers.
    • Review Foresters Segregated Fund trust information and tax returns and review tax summaries and tax slips.
    • Prepare and review non-resident withholding tax working papers, tax slips, and returns, including those prepared by third-party providers.
    • Assist with US and UK compliance requirements, including FBAR filings, review of FATCA and CRS forms, VAT, etc.
    • Assist with Policyholder tax filings.
    • Prepare and review CbCR reporting forms and assist with Pillar Two related compliance requirements.
  • Tax Compliance and Tax Control Processes
    • Prepare and review quarterly and annual tax provisions as required.
    • Requisition all installments and payments for taxes on a timely basis.
    • Prepare and review working papers for current and deferred tax on a quarter and annual basis, including return to tax provision/assessment.
    • Prepare 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 approve tax journal entries and supporting documentation.
    • Review and prepare annual contemporaneous transfer pricing documentation.
    • Ensure tax compliance and tax process documentation and tax models are kept up to date on a timely basis.
  • Audits
    • Manage the process for year-end external tax audits and other audits by tax authorities, including 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 and liaise with external auditors.
  • Research, Planning, and Analysis
    • Research, analyze, and provide recommendations on various legislative and regulatory Canadian and U.S. federal and provincial/state income tax, policyholder tax, commodity, and retail sales tax issues, requiring coordination with outside consultants as needed.
    • 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.
    Key Qualifications
    • Education: University degree in Business.
    • In-depth tax course or equivalent.
    • CPA required; CA preferred.
    • Experience (minimum required): 8-10 years progressive post-graduate tax experience (life industry preferred).
    • FLMI an asset.
    • Excellent written and oral communication skills.
    • Excellent attention to detail.
    • Excellent computer skills, particularly complex Excel spreadsheets and database models.
    • 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 problem-solving 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 fast-paced environment and work well with all levels of the organization.
    • 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. macros and pivot tables), PowerPoint, and Word.
    • Advanced knowledge and experience using Canadian Tax Return software such as Tax Prep and Insur Tax (or similar).