Manager, Canadian Insurance Tax

Sun Life

. Support Canadian tax reporting and compliance obligations of Canadian insurance companies, primarily involving the Canadian Investment Fund regime .

Posted 11/9/2026full-timeToronto • CanadaMid-LevelSenior💰 CA$100,000 - CA$143,000 per yearWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in Canadian tax reporting and compliance, particularly within the Canadian Investment Fund regime, while leveraging advanced analytical skills and process improvement strategies to enhance tax deliverables and financial reporting accuracy.

Highest-signal resume keywords

Canadian Tax ReportingTax Financial ReportingAdvanced Excel SkillsCPA DesignationTaxPrep/iFirm Proficiency

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Tax ComplianceCIF CalculationsIncome Tax Returns PreparationTax Provision DeterminationData AnalysisVariance InvestigationFinancial Reporting AuditsProcess ImprovementAutomationControls Enhancement

Soft Skills

Analytical SkillsProblem-Solving SkillsCommunication SkillsCollaborationProcess Improvement Mindset

Tools & Technologies

Microsoft 365SAPTableauTaxPrepIFirm

Certifications & Qualifications

CPA

Industry Keywords

Canadian Investment Fund RegimeInsuranceInvestment ManagementCorporate TaxPartnership Returns

Tech Stack

Tools & technologies

Tableau

About the role

Key responsibilities & impact

Support Canadian tax reporting and compliance obligations of Canadian insurance companies, primarily involving the Canadian Investment Fund regime
Prepare, analyze, and support CIF calculations, including forecasting, planning, tax provisions, and tax return reporting
Understand underlying data, investigate variances and anomalies, and apply tax and analytical judgment
Prepare and review Canadian income tax returns, partnership returns, amended returns, capital tax returns, and supporting schedules
Handle tax financial reporting and analysis for Canadian life-insurance companies
Determine quarterly income tax provisions and tax note disclosures under IFRS accurately and timely
Support government income tax audits and financial reporting audits, including formal responses and walkthroughs
Develop and implement processes to improve tax deliverables' efficiency and timeliness
Collaborate with Tax, Finance, Investment, and other business functions
Improve and automate processes, strengthen controls, and enhance tax reporting quality

Requirements

What you’ll need

5+ years of accounting/tax experience
Strong knowledge of Canadian tax and financial reporting for corporate and non-corporate entities, such as partnerships and trusts
Advanced Excel and data manipulation skills, including Pivot Tables, X/V-look ups, and SumIfs
Experience and proficiency with TaxPrep and/or iFirm
Strong analytical and problem-solving skills
Excellent oral and written communication skills
Process improvement mindset with a focus on automation and controls
Proficiency in Microsoft 365 applications
CPA designation preferred
Familiarity with Canadian Investment Fund tax regime is an asset
Understanding of insurance and investment management business is an asset
Experience in financial applications such as SAP and Tableau

Benefits

Comp & perks

Hybrid work environment
A friendly, collaborative, and inclusive culture
20 vacation days per year
Flexible Benefits from the day you join to meet the needs of you and your family
Pension, stock and savings programs to help build and enhance your future financial security
The opportunity to move along a variety of career paths with amazing networking potential
Access to our Global Learning Centre, available 24/7 for your learning needs
Wellness programs that support the three pillars of your health – mental, physical and financial
Eligible employees participate in various incentive plans, subject to individual and company performance