Manager, US Tax

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:

Location: We support US flexible working arrangements in the contiguous 48 states.

At Sun Life, we look for optimistic people who want to make life brighter for our Clients. We understand the value of diverse cultures, perspectives, and identities, and want you to bring your full and authentic self to work. Every day, you'll be empowered and challenged by working with dynamic colleagues to find new and innovative ways to make Sun Life the best benefits company in America.

The opportunity:

Working within the US tax department of a large Canadian-based financial services company, the Tax Manager performs advanced or specialized work, which requires a comprehensive knowledge of accounting theory and principles as well as solid U.S. income tax knowledge. The successful candidate will become the technical level of professional, will develop a thorough knowledge of the organization's systems and be able to modify or develop new procedures to meet specialized needs. The ability to complete tax reporting and compliance under tight timetables will be expected.

How you will contribute:

• Prepare/Review quarterly and annual U.S. income tax provisions

• Research US tax theory, apply rules to specific domestic and cross-border transactions, and summarize conclusions in non-technical terms.

• Prepare complex federal and state corporate income tax returns including remittances.

• Oversee tax depreciation.

• Lead the preparation of more complex tax returns

• Ensure compliance with Sarbanes-Oxley internal control requirements.

• Interact with personnel from all areas of the Company, both in the US and Internationally, in order to obtain and understand complex financial data.

• Assist in responding to inquiries from federal and state tax auditors.

• Provide support and a point of contact for external auditors. Provide support and effectively manage the internal audit process.

• Assist with forecasting and projections both for scenario testing/quarterly deliverables

• Assist in international reporting (5471, 5472, etc.) and partnership returns

• Review tax accounts reconciliations.

• Processing intercompany tax payments and other intercompany reporting.

• Prepare tax provisions in Longview software, including consolidation of US data.

• Assist in special projects as needed.

• Prepare quarterly and annual Federal and SALT income tax provisions for life entities for IFRS and NAIC financial statements.

• Prepare separate tax provisions and notes for U.S. GAAP and statutory financial statements and assist with related financial statement audits

• Prepare tax returns for all life/non-life entities.

• Assist Associate Director of U.S. Tax Reporting and Compliance with external audit

• Assist managing financial reporting interaction with Corporate Tax, U.S. Finance and other business units

What you will bring with you:

• Bachelor's degree in accounting or the equivalent is required.

• Advanced degree in taxation and/or a CPA completed or in process

• 5-7 years' experience in corporate tax accounting (ASC740 and IAS12) and U.S. income tax compliance.

• Deep understanding of federal and state compliance.

• Experience in tax technology tools (e.g. Checkpoint, OneSource, Longview, etc.) and financial applications (e.g., PAM, Oracle, SAP, Tableau, etc.)

• Strong analytical and problem solving skills are critical.

• Strong communication skills both written and oral are required.

• Ability to work in a fast-paced environment with a detail-oriented mindset is necessary to be successful.

• Proficient in Microsoft applications (e.g. Excel and Word) is essential.

Do you see yourself in this role even if you haven't checked all the boxes above? We welcome all talented candidates and are committed to a culture that represents diversity in all forms. If you think you might thrive in this setting, we would love to hear from you.

Not ready to apply yet but want to stay in touch? Join our talent community to stay connected until the time is right for you!

Life is brighter when you work at Sun Life

• Excellent benefits and wellness programs to support the three pillars of your well-being - mental, physical and financial - including generous vacation and sick time, market-leading paid family, parental and adoption leave, a partially-paid sabbatical program, medical plans, company paid life and AD&D insurance as well as disability programs and more

• Retirement and Stock Purchase programs to help build and enhance your future financial security including a 401(k) plan with an employer-paid match as well as an employer-funded retirement account

• A flexible work environment with a friendly, caring, collaborative and inclusive culture

• Great Place to Work Certified in Canada and the U.S.

• Named as a "Top 10" employer by the Boston Globe's "Top Places to Work" two years running

All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.

If you are a California resident, the salary range for this position is:

• Southern California region: $ 83,400 - 125,100 annually

• Central California region: $87,900 - 131,900 annually

• Northern California region: $93,900 - 140,900 annually

If you are a Colorado resident, the salary range for this position is $79,500 - 119,300 annually

If you are a New York resident, the salary range for this position is $93,900 - 140,900 annually.

If you are Washington resident, the salary range for this position is $87,900 - 131,900 annually.

We consider various factors in determining actual pay including your skills, qualifications, and experience. In addition to salary, this position is eligible for incentive awards based on individual and business performance as well as a broad range of competitive benefits.

Sun Life Financial is a leading provider of group insurance benefits in the U.S., helping people protect what they love about their lives. More than just a name, Sun Life symbolizes our brand promise of making life brighter -for our customers, partners, and communities. Join our talented, diverse workforce and launch a rewarding career. Visit us at www.sunlife.com/us to learn more.

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.

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Our Affirmative Action Program affirms our commitment to make reasonable accommodation to the known physical or mental limitation of otherwise-qualified individuals with disabilities or special disabled veterans, unless the accommodation would impose an undue hardship on the operation of our business. Please email recruitingUS@sunlife.com to request an accommodation.

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.

For applicants residing in California, please read our employee California Privacy Policy and Notice.

Job Category:

Finance

Posting End Date:

25/04/2024

All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.