• Lead all Canadian direct tax activities end to end, including compliance, tax accounting, controversy, transfer pricing governance, and tax incentives
• Own Canada’s direct tax strategy and governance
• Oversee external advisor preparation of Canadian corporate income tax compliance for all entities, including federal and provincial filings
• Ensure Canadian tax balances in financial statements are accurate and complete
• Lead Canadian federal and provincial corporate income tax audits, including query management, response coordination, and resolution of CRA/provincial notices of assessment and reassessment
• Serve as escalation point for CRA/provincial matters, including audits, authorizations, waivers, collections, and dispute resolution
• Escalate high-impact audit items to Dow Tax’s Controversy and Risk Management team as needed
• Provide oversight for Canadian transfer pricing compliance, including information returns and contemporaneous documentation prepared by external advisors
• Oversee SR&ED and tax incentive portfolio, including claim accuracy, advisor coordination, and integration with income tax filings
• Act as senior tax advisor for Canadian planning and legal entity transactions
• Lead Canadian tax process improvements and initiatives aligned with global tax strategy and reporting objectives
• Work directly with Tax and Canadian leadership to support key Dow priorities, including Path2Zero

Senior Tax Specialist

• Work with a team to identify property tax savings opportunities for clients
• Conduct research and analyze and interpret comparable assessment data, market data, and sales transactions
• Assist with assessment review and monitor the appeal process for client portfolios
• Respond to client inquiries and requests from tax authorities
• Demonstrate understanding of the annual property tax cycle for assigned real property portfolios
• Build awareness of jurisdictional rules and filing requirements
• Collect, review, and understand client-provided data
• Inspect properties and prepare reports as required by management
• Analyze assessment notices and determine potential assessment reductions
• Apply software knowledge to work efficiently with client data
• Handle appeals and monitor the appeals process
• Attend client status calls and meetings and provide supporting data and findings for leadership
• Work effectively with clients by understanding their industries, trends, processes, and core businesses
• Participate in recruiting efforts
• Interact and communicate effectively with team members
• Perform other duties as assigned

Senior Consultant, Complex Property Tax

• Work with a team to identify property tax savings opportunities for clients
• Conduct research and analyze and interpret comparable assessment data, market data, and sales transactions
• Assist with assessment review and monitor the appeal process for client portfolios
• Respond to client inquiries and requests from tax authorities
• Demonstrate understanding of the annual property tax cycle for assigned real property portfolios
• Build awareness of jurisdictional rules and filing requirements
• Collect, review, and understand client-provided data
• Inspect properties and prepare reports as necessary
• Analyze assessment notices and determine potential assessment reductions
• Apply software knowledge to work efficiently with client data
• Handle appeals and monitor the appeals process
• Attend client status calls and meetings and provide supporting data and findings for the leadership team
• Work with clients to understand their industries, trends, processes, and core businesses
• Participate in recruiting efforts
• Interact and communicate effectively with team members
• Perform other duties as assigned

• Advise clients on GST/HST, QST, PST, Carbon Taxes, Luxury Tax, and other indirect taxes across Canadian jurisdictions
• Lead research, analysis, and development of technical positions and practical solutions for complex indirect tax issues
• Prepare and review client correspondence, technical memoranda, presentations, ruling requests, and other tax advisory deliverables
• Manage indirect tax compliance and recovery engagements while identifying planning opportunities
• Represent clients and lead interactions with tax authorities regarding audits, examinations, objections, appeals, voluntary disclosures, and interpretive matters
• Develop and maintain client relationships and identify opportunities to expand service offerings
• Collaborate across Tax, Advisory, and Assurance practices to deliver integrated client solutions
• Coach, mentor, and develop team members and review work for technical accuracy, completeness, and quality
• Support practice growth through business development, networking, proposals, and thought leadership
• Monitor legislative and administrative developments and communicate implications to clients and internal teams

Senior Manager, Indirect Tax Services

• Advise clients on GST/HST, QST, PST, Carbon Taxes, Luxury Tax, and other indirect taxes across Canadian jurisdictions
• Provide indirect tax guidance for acquisitions, divestitures, reorganizations, restructurings, and strategic transactions
• Research complex indirect tax issues and develop practical, risk-based client solutions
• Prepare and review technical memoranda, tax opinions, ruling requests, client correspondence, and advisory deliverables
• Support client interactions with tax authorities, including audits, examinations, objections, voluntary disclosures, and interpretive matters
• Collaborate across Tax, Advisory, and Assurance practices
• Build and maintain client relationships and identify service expansion opportunities
• Coach, mentor, and develop junior team members
• Monitor legislative and administrative developments and communicate implications to clients and internal teams

Manager, Indirect Tax Services

• Own and oversee corporate income tax compliance for assigned entities across EMEA, Canada and Latin America
• Manage external advisors, deliverables, timelines and filing completion
• Prepare and review advance and final tax payment calculations
• Coordinate approvals and timely settlement of tax liabilities
• Lead preparation and review of current and deferred tax provision calculations and tax notes for statutory financial statements
• Support quarterly and annual consolidated tax reporting under US GAAP
• Maintain review discipline and documentation for deliverables, controls and audit requirements
• Monitor corporate income tax law and regulatory developments
• Lead or support tax audits, including data collection and technical responses
• Drive process improvements, standardization and automation across tax compliance and reporting
• Support tax planning initiatives and cross-functional projects

Direct Tax Manager

• Prepare, review, and file indirect tax returns across applicable jurisdictions
• Ensure VAT, GST/HST, sales tax, and other indirect tax requirements are reflected in invoicing and reporting
• Prepare tax-related journal entries, reconciliations, and supporting schedules
• Support month-end, quarter-end, and year-end close activities under IFRS and corporate policies
• Estimate current and deferred tax exposures for budgeting, forecasting, and financial reporting
• Maintain documentation supporting tax filings, reconciliations, and audits
• Identify and implement tax planning opportunities
• Advise on new business initiatives, cross-border transactions, restructuring, and strategic projects
• Monitor tax legislation and indirect tax requirements across jurisdictions
• Research and support applications for tax credits, incentives, and government subsidies
• Identify tax risks and opportunities and recommend actions to management
• Conduct tax research and provide recommendations on evolving rules and business requirements
• Maintain intercompany transfer pricing policies and documentation under OECD guidelines and local requirements
• Monitor intercompany transactions and prepare transfer pricing documentation
• Ensure intercompany agreements align with transfer pricing policies
• Communicate with tax authorities across multiple jurisdictions
• Work with external tax advisors on corporate tax filings and compliance
• Partner with Accounting, Legal, Sales, and other stakeholders
• Communicate with external auditors and internal stakeholders on tax matters
• Translate complex tax matters into practical business guidance
• Evaluate and improve tax processes, controls, and documentation
• Streamline and automate information extraction for tax analysis, reporting, and reconciliations
• Implement and leverage tax technology solutions

Tax Manager

• Manage and review U.S. federal and state tax compliance engagements for individuals, corporations, partnerships, trusts and estates
• Prepare and review U.S. tax returns and related information reporting, including Forms 1040, 1120, 1065, 1041, 5471, 5472, 8858 and 8865
• Review complex tax returns and supporting workpapers for accuracy, completeness and technical compliance
• Provide technical guidance to staff and assist with complex U.S. tax compliance matters
• Research U.S. federal and state tax legislation and communicate relevant changes to the team
• Manage client compliance deadlines, workflow and engagement priorities
• Identify compliance issues and process improvement opportunities
• Respond to client questions and provide practical U.S. tax compliance guidance
• Collaborate with Canadian tax professionals on intersecting U.S. and Canadian tax matters
• Mentor and develop junior tax professionals, including technical review and feedback
• Assist with standardized processes, checklists, templates and technical resources for the U.S. tax practice

Tax Compliance Manager

• Provide advanced tax and estate planning solution advice to high net worth end-clients through financial advisors
• Educate financial advisors and internal audiences on new and existing tax-efficient products and services
• Keep regional sales teams current on tax and estate planning solutions
• Partner with the Regional Sales Director to drive wealth and insurance product sales
• Provide case consultation and support using tax-efficient insurance solutions
• Promote and deliver tax and estate planning advice to sales teams and distribution partners
• Deliver tax presentations to large audiences and promote sales tools, financial planning concepts and specialty needs analyses
• Consult with high net worth clients, accountants and lawyers on estate, wealth, business succession and business continuation planning
• Establish and enhance relationships across Sun Life distribution channels
• Create and deploy consumer and allied-advisor reference materials
• Deliver presentations, training workshops and client seminars
• Participate in case development, research and special illustrations
• Participate in industry profile-building activities
• Research and stay current on tax and estate planning issues

Director, Advanced Planning – Tax and Estate Planning

• Provide advanced tax and estate planning solution advice to high net worth end-clients through financial advisors
• Educate financial advisors and internal audiences on tax-efficient products and services
• Keep regional sales teams current on tax and estate planning solutions
• Partner with the Regional Sales Director to drive wealth and insurance product sales
• Provide advisors with case consultation and support for tax-efficient insurance solutions
• Promote and deliver tax and estate planning advice to sales teams and distribution partners
• Deliver tax presentations to large audiences
• Promote sales tools, financial planning concepts, and specialty needs analyses
• Consult with high net worth clients, accountants, and lawyers to identify tax-planning opportunities
• Build and enhance relationships across Sun Life distribution channels
• Create and deploy consumer and allied-advisor reference materials
• Deliver presentations, training workshops, and client seminars
• Participate in case development, research, and special illustrations
• Participate in industry profile-building activities
• Research current tax and estate planning issues