Senior Financial Analyst Policy Tax

Location: Remote - Anywhere in Canada

Empire Life is looking to hire a Senior Financial Analyst Policy Tax to join our Tax team

Why pursue this opportunity

Our mission - provide expertise and intelligent solutions to help Canadians navigate life with confidence.

Join a transforming business - we are a medium-sized Canadian company in a stable industry which is rapidly transforming.

Play an integral role - this role is perfect for a driven, eager go-getter who thrives in a challenging, fast-paced environment where change is constant. You will be instrumental in reshaping our Policyholder Tax processes, requiring a high degree of initiative, curiosity, and adaptability.

What you'll be working on

• Prepare and review the monthly and annual reconciliations of tax accounts
• Ensure the accurate completion of complex policyholder tax reporting for investor accounts (e.g., customer tax slips, RRSP contribution receipts, TFSA filing) and government filings
• Support the annual estate settlement process
• Proactively drive day-to-day workflows while aggressively pursuing and implementing automation opportunities, acting as an agent of change within the team.
• Document current-state policyholder tax processes and translating calculation logic into standardized templates.
• Assist in UAT and data validation
• Continuously review and identify areas of improvement in policies and procedures, challenging the status quo to ensure they are consistent and compliant with tax legislation, regulatory requirements and industry practices.Lead, and/or oversee departmental projects.
• Collaborate with other business units and departments on special project work and participate in departmental projects as required.
• Act as a subject matter expert for the annual year-end tax process, taking the lead on supporting and driving tax-related system changes
• Act as a technical escalation point for situations relating to taxation issues to ensure compliance through accurate and timely reporting to regulatory bodies
• Provide technical and research support to ensure Empire Life is compliant with federal, provincial, local and applicable foreign and domestic tax laws and regulations
• Maintain process control inventories and ensure compliance with internal controls

• 3+ years of experience with Canadian tax.
• Knowledge of insurance/risk and wealth products, including universal life, whole life, term life and policyholder tax.
• Proficiency with Unitrax and Product knowledge is a must.
• Knowledge of Canadian corporate tax legislation and experience conducting tax research.
• Completion of a university degree with courses in accounting, finance, taxation, audit, management and business administration
• Strong proficiency with Excel tools (Advanced Excel, Modelling, Power Query)
• Go-Getter Mindset: High degree of initiative, curiosity, and drive. Proven ability to operate as a self-starter who anticipates challenges and proactively proposes solutions
• Experienced in working with data as well as transformation or implementations of system
• Ability to prioritize and manage multiple tasks with minimal supervision and oversight
• Effective oral and written communication.
• Key competencies include initiative, judgment, analytical thinking, problem solving and decision making. Core competencies include process mapping and workflow documentation.
• The incumbent must have well-developed organizational skills and great attention to detail/accuracy.
• Chartered Professional Accountant (CPA) designation, an asset.
• FLMI designation is an asset
• If you are applying for a position which is open to applicants across Canada, unless

For permanent full-time positions, Empire Life offers a comprehensive total rewards package that includes:

• Competitive salaries with annual pay increases
• Annual bonus program, which recognizes both strong company performance and individual contributions, for non sales positions
• Competitive uncapped commission, for sales positions
• A comprehensive employer-funded benefits package starting from day one of employment, that includes life insurance, disability, health and dental and a generous health account
• Flexible work arrangements and an annual allotment of personal health days.
• Four weeks annual vacation from hire date
• A defined contribution pension plan with generous employer matching
• Top up programs for parental leave and compassionate leave
• Employer-sponsored wellness and recognition programs
• A cash employee referral program

To learn more about working at Empire Life, visit

Empire life is proud to be an equal opportunity employer. We celebrate diversity, are committed to creating an inclusive environment, and welcome everyone to participate in our application process. We encourage those of all backgrounds and experiences to apply, even if you don't believe you meet each unique qualification outlined. Applicants will receive equal consideration without regard to race, color, religion, gender, gender identity or expression, sexual orientation, national origin, disability, or age.

Empire Life welcomes applications from people with disabilities and disabled people. Accommodations are available upon request for candidates taking part in all aspects of the screening and selection process. If you need this job posting in an alternative format or have any accessibility questions, please contact .