Manager, Canadian Insurance Tax

Sun Life

. Assist with the preparation of Canadian Investment Fund (CIF) calculations and analysis, including CIF forecasting, planning, provisions, and tax returns.

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 regulations and financial reporting, with a strong focus on tax return preparation, analysis, and compliance. Proficient in leveraging advanced Excel skills and financial applications to enhance tax processes and deliverables.

Highest-signal resume keywords

Canadian Tax KnowledgeTax Return PreparationAdvanced Excel SkillsCPA DesignationProcess Improvement

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Tax ResearchCIF CalculationsFinancial ReportingIncome Tax ProvisionsData ManipulationTax Financial AnalysisAudit SupportTax Note DisclosureTaxPrep ProficiencyIFirm Proficiency

Soft Skills

Analytical SkillsProblem-Solving SkillsCommunication SkillsProcess Improvement Mindset

Tools & Technologies

Microsoft 365SAPTableauPivot TablesX/V-Look UpsSumIfs

Certifications & Qualifications

CPA Designation

Industry Keywords

Canadian Investment FundIncome Tax AuditsFinancial ApplicationsInsurance BusinessInvestment Management

Tech Stack

Tools & technologies

Tableau

About the role

Key responsibilities & impact

Assist with the preparation of Canadian Investment Fund (CIF) calculations and analysis, including CIF forecasting, planning, provisions, and tax returns.
Conduct tax research and impact analysis of specific issues and/or transactions under the CIF regime.
Manage the preparation and review of Canadian income tax returns, partnership returns, amended returns, and capital tax returns and supporting schedules.
Perform tax financial reporting and analysis for Canadian life-insurance companies.
Ensure accurate and timely determination of quarterly income tax provisions and tax note disclosure under IFRS.
Support government income tax audits and financial reporting audits.
Prepare formal responses to audit queries and participate in walkthroughs.
Develop and implement processes to improve the efficiency and timeliness of tax deliverables.

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 (Experience and proficiency with Pivot Tables, X/V-look ups, & 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 is essential.
CPA designation preferred.
Familiarity with Canadian Investment Fund tax regime is an asset.
Understanding of insurance and investment management business (asset).
Experience in financial applications (e.g. SAP, Tableau, etc).

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