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About the Role
The Senior Taxation Specialist ensures compliance with US Qualified Intermediary (QI) agreement and Canadian Income Tax requirements for FATCA and CRS. This role contributes to meeting the income tax compliance and reporting obligations of Sun Life’s Group Retirement Service (GRS) block of business.
Responsibilities
- Prepare all reporting for the QI including 1042 and 945 returns and 1042S, 1099DIV and 1099B slips.
- Review all US withholding tax forms (W8/W9 forms) to determine validity of forms.
- Ensure tax withholding to the IRS is appropriate.
- Manage the Periodic QI Review including collecting required documentation, providing it to the external reviewer and responding to queries.
- Prepare annual 1042 reconciliation.
- Prepare reconciliation of tax reported as withheld on 1042/1099 tax slips vs tax paid by Sun Life and/or other withholding agent.
- Prepare reporting to the CRA for FATCA and CRS.
- Review all regulatory changes impacting QI/FATCA/CRS and ensure changes are implemented.
- Review and update QI, FATCA and CRS manuals.
- Provide guidance to operational teams.
Requirements
- At least 5 years of experience in QI/FATCA/CRS tax reporting
- University Degree in Business, Economics discipline with a specialization in accounting
- Proficiency in Excel
- Ability to work independently and as a member of a team
- CPA designation
- Experience with GRS products is an asset
- Excellent analytical and problem-solving skills
- Strong attention to detail
- Ability to organize and prioritize multiple tasks to meet tight deadlines
- Vacation not permitted from January-March each year
- Overtime may be required from January-March each year
Skills
- Excel
- Analytical skills
- Problem-solving skills
- Attention to detail
- Organization skills
- Prioritization skills
Location
- Hybrid
Work Type
- Hybrid
Experience Level
- Senior
- 5+ years
Education Level
- University Degree in Business or Economics with an accounting specialization
- CPA designation (preferred)
Salary/Compensations
- 90,000 - 140,000
Benefits
- 20 vacation days per year
- Flexible Benefits
- Pension Plan participation
- Sun Life automatic and matching contributions
- Opportunity for career path variety and networking
- Flexible hybrid work model
About the Company
- Sun Life is driven by its Purpose: helping Clients achieve lifetime financial security and live healthier lives.
- Values: caring, authentic, bold, inspiring, and impactful.
- Recognized as a 2025 Best Workplace in Canada by Great Place to Work® Canada.
- Ranked one of the 2024 Global 100 Most Sustainable Corporations in the World on the Corporate Knights’ 2024.
- A hybrid organization offering employees the choice and flexibility to work from both the office and virtually.
Equal Opportunity
- Diversity and inclusion have always been at the core of our values at Sun Life. A diverse workforce with wide perspectives and creative ideas benefits our Clients, the communities where we operate and all of us as colleagues. We welcome applications from qualified individuals from all backgrounds.
- 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.