Associate structuring tax and preferred equity transactions for Crux’s clean - energy capital platform. Supporting underwriting, financial modeling, diligence, and closing of renewable - energy financings.
About the role
- Sun Life tax director leading Group Retirement Services compliance, FATCA/CRS reporting, audits, and tax-risk management. Managing a three-person tax team across Canadian operations.
Responsibilities
- Lead all tax compliance and related risk management for Group Retirement Services
- Manage annual production of over 1.6 million tax slips and annual tax return filings
- Interpret FATCA, CRS, and US Qualified Intermediary requirements and oversee accurate, timely filings
- Participate in CRA audits, FATCA/CRS audits, and external QI periodic reviews
- Ensure policies, practices, and administration systems comply with applicable tax laws
- Maintain controls and procedures supporting product tax-reporting integrity
- Provide tax sign-off and assurance during product development
- Monitor and communicate the impact of federal and provincial tax legislation
- Participate in CLHIA tax committees and external advisory teams
- Represent GRS within Sun Life’s Canadian Tax community, CLHIA, and Canada Revenue Agency divisions
- Answer taxation and rule-interpretation inquiries and analyze corporate actions
- Collaborate with GRS IT, Canadian Finance, Corporate Tax, Legal, and Compliance on tax initiatives
- Evaluate tax risk where legislation is unclear or ambiguous
- Train administrative staff, Client Relationship Executives, and sales representatives on tax concepts
- Review product sales materials for appropriate tax disclosures
- Manage and guide the GRS tax team, including three direct reports
- Manage third-party risk for vendors overseen by GRS Tax
Requirements
- Designated CPA
- Completed, enrolled in, or willing to enroll in CPA’s In-Depth Taxation program
- At least 5–10 years of tax-related experience within financial services and/or public accounting
- Preference for experience leading a tax department
- Experience with FATCA, CRS, and QI legislation and compliance
- Strong people leadership, coaching, mentoring, and team-building ability
- Strong organizational skills and ability to manage multiple priorities and tight timelines
- Ability to communicate tax concepts in simple terms
- Strong oral and written interpersonal and communication skills
- Bilingual French and English, both oral and written, required for Quebec positions
Benefits
- Sabbatical Program: up to 6 weeks off every five years
- Care Days for self-care or care of others
- Sick Days
- Hybrid work flexibility from the office and virtually
- Incentive plans for eligible employees, subject to individual and company performance
- Accommodation in the application process for persons with disabilities
- Alternative-format job postings upon request
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