Manager, Investment Tax Reporting

Sun Life

. Manage analysis of large-scale tax and accounting transaction information across investment portfolios and platforms for tax provision and tax return processes .

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

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in tax provision processes, financial reporting, and investment accounting, with a strong focus on Canadian tax regulations and compliance. Proficient in data analysis and process improvement, leveraging advanced Excel skills and financial applications to enhance efficiency.

Highest-signal resume keywords

Tax Provision ManagementInvestment AccountingFinancial Reporting ControlsAdvanced Excel SkillsCPA Designation

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Tax Provision ProcessesFinancial ReportingGeneral Ledger ReconciliationsInvestment Tax ReportingData ManipulationComplex CalculationsTax Attribute TrackingAudit PreparationProcess ImprovementForecasting

Soft Skills

Analytical SkillsProblem-Solving SkillsOral CommunicationWritten CommunicationCollaboration

Tools & Technologies

SAPTableauPAM/E!Microsoft 365

Certifications & Qualifications

CPA Designation

Industry Keywords

Canadian TaxInvestment ManagementFinancial ApplicationsCorporate EntitiesNon-Corporate EntitiesPartnershipsTrustsIncome Tax AuditsFinancial Statement AuditsData Integrity

Tech Stack

Tools & technologies

Tableau

About the role

Key responsibilities & impact

Manage analysis of large-scale tax and accounting transaction information across investment portfolios and platforms for tax provision and tax return processes
Perform complex calculations for CIF process, forecasting, and strategic planning
Manage tax financial reporting and tax attribute tracking for Canadian companies
Ensure accurate and timely determination of quarterly income tax provisions under IFRS
Assist with government income tax audits and financial statement audits
Prepare formal responses to audit queries and participate in walkthroughs
Collaborate with the Investment Team and Tax Advisory Team to understand asset movements and ensure data integrity for tax purposes
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, and 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