Director, Management Equity Finance and Tax – SLC Management at Sun Life | Ontario | Rezi

Director, Management Equity Finance and Tax – SLC Management at Sun Life

Director, Management Equity Finance and Tax – SLC Management

Sun Life · Ontario

4 days ago

Director, Management Equity Finance and Tax – SLC Management

Sun Life · Ontario

4 days ago
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About the Role

This role supports the financial and tax operations of the Management Equity Plan (MEP), ensuring accurate financial reporting, tax compliance, and stakeholder communication. The ideal candidate will develop and implement robust reporting and communication processes for the MEP, providing necessary information to management for personal tax obligations and to the Sun Life group for corporate tax purposes. Close collaboration with internal and external partners is essential for efficient and controlled delivery of information and filings.

Responsibilities

  • Develop a deep understanding of the drivers of income vs taxable income for individuals and corporates to support financial commentary.
  • Analyze and reconcile accounting vs. taxable income differences, preparing simplified summaries.
  • Coordinate with internal and external tax advisors and operational tax teams for timely and accurate tax filings and payments.
  • Ensure information from SLC affiliates and corporate entities is accurate and complete for corporate and personal tax reporting.
  • Support the tax settlement process and partner with Treasury on cash needs.
  • Act as a liaison between HR, Finance, Corporate Tax, Affiliate Tax, and external advisors to gather and disseminate financial and tax data.
  • Coordinate with affiliates, external tax advisors, and SLF Corporate Tax team to develop a robust data repository.
  • Prepare quarterly tax analysis and commentary to support MEP participant communication, filings, and payments.
  • Contribute to the development and implementation of streamlined reporting and communication processes.
  • Identify opportunities to enhance the efficiency and accuracy of tax provision and settlement workflows.

Requirements

  • CPA or equivalent designation strongly preferred.
  • 8+ years of experience in finance or tax roles, ideally within asset management or financial services with a strong tax component.
  • Strong curiosity, desire to learn, and resilience.
  • Experience working with tax-transparent entities and their associated tax reporting is a strong benefit.
  • Strong understanding of tax-to-IFRS differences and legal entity structures.
  • Excellent analytical, communication, and stakeholder management skills.
  • Successful candidates will be required to declare personal investment accounts and securities investments as well as seek preclearance on future transactions.

Skills

  • Finance
  • Tax
  • Financial Reporting
  • Tax Compliance
  • Stakeholder Communication
  • Data Analysis
  • Reconciliation
  • Tax Advisory
  • Process Optimization
  • US and Canada Tax Law
  • UK Tax Law

Location

  • Canada

Work Type

  • Hybrid
  • In-office
  • Virtual

Experience Level

  • Director
  • Senior Director

Education Level

  • CPA or equivalent designation

Salary/Compensations

  • CAD 110,000 - 150,000
  • CAD 110,000 - 180,000

Benefits

  • Generous vacation and sick time
  • Market-leading maternity, parental and adoption leave top-up program
  • Partially-paid sabbatical program
  • Pension, stock and savings programs with an employer-paid match
  • Excellent benefits and wellness programs (mental, physical, financial)

About the Company

  • SLC Management is a growing global asset management firm providing innovative and diversified investment solutions to institutional investors.
  • We have a growing institutional client base of more than 1400 organizations.
  • We have over CA$422/US$304 billion in assets under management (AUM).
  • As a subsidiary of Sun Life, we are aligned with one of the world’s leading financial services companies.
  • We are a performance-driven organization with a deliberate focus on fostering a development-focused, inclusive culture.
  • Our Core Values are: client obsessed, valuing each other, acting with speed, and having an owner’s mindset.
  • We offer a rewarding work environment filled with opportunity for growth.
  • We are committed to pay transparency and equity.
  • We are committed to fostering an inclusive environment where all employees feel they belong, are supported and empowered to thrive.
  • We encourage applications from qualified individuals from all backgrounds.
  • We may use artificial intelligence to support candidate sourcing, screening, interview scheduling.
  • We will make reasonable accommodations to known physical or mental limitations.
  • Award winning workplace culture - Great Place to Work® Certified in Canada and the U.S., “Best Places to Work” by Glassdoor, Award for Excellence for Mental Health at Work, “Best Places to Work in Money Management” by Pension & Investments.

Equal Opportunity

  • We are committed to fostering an inclusive environment where all employees feel they belong, are supported and empowered to thrive.
  • We are dedicated to building teams with varied experiences, backgrounds perspectives and ideas that benefit our colleagues, clients, and the communities where we operate.
  • We encourage applications from qualified individuals from all backgrounds.
  • We will make reasonable accommodations to known physical or mental limitations.
  • Persons with disabilities who need accommodation in the application process or those needing job postings in an alternative format may e-mail a request to thebrightside@sunlife.com.
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