Director, US Income Tax Compliance

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.

Job Description:

About the Role

The role is responsible for US tax compliance and tax analysis and tax liquidity management for the Sun Life US group of companies. The role includes responsibilities for a wide range of US tax compliance matters including: general compliance for Federal and States (corporate, partnerships and trusts) and cross-border tax compliance. .

What you'll be doing

• Ensure compliance with all US statutory tax filing requirements including timely filing of corporate, partnership and trust tax returns for certain US entities, information return filings, etc.

• Research and provide conclusions on tax compliance issues relating to corporate structures, reorganizations and other transactions.

• Ensure corporate and fund compliance with FATCA/Common Reporting Standard regimes and other cross-border tax issues through liaison with the Sun Life Specialty Tax group.

• Train and project manage SLGS team to create and implement effective US compliance process

• Provide tax support in US tax compliance area, as required.

• Manage installments related to the US Federal and income tax compliance

• Provide leadership within the Sun Life tax group including supervision and mentorship of junior staff and supervision of external advisors.

• Liaise with accounting staff regarding processes and information required to ensure complete, accurate and timely tax compliance.

• Engage and coordinate with external advisors for efficient US tax compliance and input on other tax issues, as required.

• Prepare responses to queries from tax authorities..

Decision Making

Decisions are based on consultations with the AVP, Tax Compliance, VP Tax Risk, other Sun Life tax staff, and external tax advisors.

Key Relationships

Internal Relationships:

• Corporate Accounting - co-ordination of accounting results for tax compliance and installments

• Legal / Corp Sec - co-ordination of legal entity set up, registrations, and dissolutions to ensure tax compliance is complete, accurate and timely.

• Sun Life Tax - consultation and coordination with Sun Life tax staff on US compliance issues .

External Relationships:

• External tax advisors - coordinate client entity tax preparation / review and confirm conclusions on more complex tax issues.

• Tax authorities - timely responses to requests/queries/audits where necessary.

Organizational Impact

• This role has accountability for US tax compliance (including foreign affiliate filings) and analysis.

What you'll need to succeed

• Accounting designation CPA, CA or US CPA.

• Strong US tax compliance experience is required.

• Proficiency in Microsoft Office, Adobe and tax preparation software programs (OneSource).

• Strong attention to detail; strong project management skills with the ability to prioritize multiple tasks and to meet tight deadlines; strong verbal and written communication and interpersonal skills; strong tax technical knowledge and analytical skills

What's in it for you

• Being a member of the Sun Life family, a group of people united by our Purpose: to help Clients and Employees achieve lifetime financial security and live healthier lives.

• In 2024, Sun Life ranked among the top 100 most sustainable global corporations by Corporate Knights for the 15th consecutive year, leading Canadian insurers.

• We are proud to be on the 2024 Best Workplaces in Canada list by Great Place to Work.

• We're also listed as one of the Best Workplaces for Women and Best Workplaces with Most Trusted Executive Teams.

• Our unique Sabbatical Program gives you the opportunity to take up to 6 weeks off, every five years.

• Care Days available for self-care or care of others (i.e., family or others you may support) and Sick Days to support your well-being.

The Base Pay range is for the primary location for which the job is posted. It may vary depending on the work location of the successful candidate or other factors. In addition to Base Pay, eligible Sun Life employees participate in various incentive plans, payment under which is discretionary and subject to individual and company performance. Certain sales focused roles have sales incentive plans based on individual or group sales results.

Diversity and inclusion have always been at the core of our values at Sun Life. A diverse workforce with wide perspectives and creative ideas benefits our clients, the communities where we operate and all of us as colleagues. We welcome applications from qualified individuals from all backgrounds.

Persons with disabilities who need accommodation in the application process or those needing job postings in an alternative format may e-mail a request to thebrightside@sunlife.com.

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.

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