Manager, Investment Tax Reporting

Sun Life

. Manage high-volume investment data for Sun Life’s Canadian entities to support tax processes .

Posted 10/7/2026full-timeToronto • CanadaMid-LevelSenior💰 CA$100,000 - CA$143,000 per yearWebsite

Core Competencies

Role fit

Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates expertise in managing high-volume investment data and tax financial reporting, with a strong focus on Canadian tax regulations and investment accounting. Proficient in advanced Excel and data manipulation, with a commitment to process improvement and automation.

Highest-signal resume keywords

Investment AccountingTax Financial ReportingAdvanced Excel SkillsCPA DesignationProcess Improvement

ATS Keywords

Tailor your resume

Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills

General Ledger ReconciliationFinancial Reporting ControlsTax Attribute TrackingIncome Tax ProvisionsData AnalysisComplex CalculationsTax ReportingForecastingStrategic PlanningAudit Response Preparation

Soft Skills

Analytical SkillsProblem-Solving SkillsOral CommunicationWritten Communication

Tools & Technologies

SAPTableauPAM/E!Microsoft 365

Certifications & Qualifications

CPA Designation

Industry Keywords

Canadian TaxInvestment ManagementFinancial ApplicationsCorporate EntitiesNon-Corporate EntitiesPartnershipsTrusts

Tech Stack

Tools & technologies

Tableau

About the role

Key responsibilities & impact

Manage high-volume investment data for Sun Life’s Canadian entities to support tax processes
Analyze large-scale tax and accounting transaction information across investment portfolios and platforms
Perform complex calculations for CIF processes, forecasting, and strategic planning
Manage tax financial reporting and tax attribute tracking for Canadian companies
Determine quarterly income tax provisions under IFRS accurately and on time
Assist with government income tax audits and financial statement audits
Prepare formal audit responses and participate in walkthroughs
Collaborate with the Investment Team and Tax Advisory Team to understand asset movements and ensure tax data integrity
Develop and implement processes to improve the efficiency and timeliness of tax deliverables

Requirements

What you’ll need

Strong understanding of investment accounting, general ledger reconciliations, and financial reporting controls
Knowledge of Canadian tax and financial reporting for corporate and non-corporate entities, including partnerships and trusts
Knowledge of investment tax reporting
Advanced Excel and data manipulation skills
Strong analytical and problem-solving skills
Excellent oral and written communication skills
Process improvement mindset focused on automation and controls
Understanding of insurance and investment management business is an asset
Experience with financial applications such as SAP and Tableau is an asset
Experience with fund accounting platforms such as PAM/E! is an asset
Proficiency in Microsoft 365 applications is essential
5 years of experience
CPA designation preferred

Benefits

Comp & perks

Access to short-term assignments or ‘Gigs’ across the organization to develop new skills and connections
Collaborative and interactive team environment
Charitable giving through the You Give, We Give program, with contribution matching in many cases
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