• Job Description

  Req#: JR00087201

  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 Director, US Tax Advisory is a member of the US tax department within Sun Life Financial’s Finance function. The US tax department provides US tax advisory services to Sun Life Financial and other Sun Life business units (insurance and asset management) and legal entities relating to matters involving the applicability and impact of US federal, state and local tax laws on Sun Life businesses, products, investors, customers and employees. The Director, US Tax Advisory will be responsible for providing US income tax advice and management of assigned functional responsibilities and tax projects, including US income tax research, planning, strategy development and implementation. The role includes providing support to team members in the areas of U.S. tax advisory, U.S. tax compliance, US tax audits, and US financial reporting as it relates to significant US tax advisory assignments, and US tax audits and appeals.

  What you'll be doing

  • Manage and execute assigned tax projects and perform or review tax research and technical guidance to business units and team members.
  • Provide US tax support to the Sun Life’s business units.
  • Research, draft and / or review memoranda and other communications providing tax guidance on various US income tax matters.
  • Facilitate the review, design and implementation of transactions, including communicating key US income tax considerations to team members and managing projects from inception to completion.
  • Manage and provide US tax advice and support to the business on a variety of tax matters.
  • Manage internal and external professionals utilized for US tax advice.

  What you'll need to succeed

  • Strong tax technical and analytical skills, experience analyzing, interpreting, and applying complex US tax legislation and guidance (including tax rules relevant to insurance companies), researching and writing US tax technical memoranda, and making US-tax relevant strategic decisions.
  • Seven or more years of relevant US tax experience in a professional service firm and/or multinational and/or financial service company’s tax department
  • Previous experience working with the financial services sector is a plus
  • Excellent interpersonal skills to mobilize, manage and influence the key internal and external tax resources necessary to ensure the successful completion of key tasks, initiatives and other projects.
  • Ability to effectively communicate complex fiscal concepts to tax and functional area management.
  • Strong understanding of the key financial drivers for financial services companies is a plus.
  • Excellent organizational and management skills.

  Education

  • LLB / JD degree (preferred) and/or BA/BS degree in Accounting.
  • Master’s in Taxation from an accredited university is a plus

  #LI-Remote
  

  *LI-JW1

  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.

  Salary Range:

  110,000/110 000 - 180,000/180 000

  Job Category:

  Finance

  Posting End Date:

  30/11/2023

• About the company

  Sun Life Financial Inc. is a Canadian financial services company.

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