Impress employers and recruiters.
Choose from hundreds of resume examples.
Impress employers and recruiters.
Choose from hundreds of resume examples.
Tailor your resume to this Director, Product Taxation role.
Rezi rewrites your resume against The Canada Life Assurance Company's job description. Free.
Tailor your resume to this Director, Product Taxation role.
Rezi rewrites your resume against The Canada Life Assurance Company's job description. Free.
Don't guess if your resume is good enough.
See how it scores against the Director, Product Taxation posting at The Canada Life Assurance Company — free, in seconds.
Don't guess if your resume is good enough.
See how it scores against the Director, Product Taxation posting at The Canada Life Assurance Company — free, in seconds.
About the Role
The Director, Product Taxation plays a critical role in advancing the strategic objectives of the Insurance Solutions Division. This role provides leadership and consultation on complex taxation matters impacting product design, distribution strategies, business initiatives, and customer outcomes. The successful candidate will partner closely with business leaders and cross-functional teams to ensure taxation considerations are effectively incorporated into business strategies, product development, and client solutions. This role is responsible for monitoring legislative and regulatory changes, assessing impacts to the business, and providing strategic guidance that supports innovative, compliant, and market-relevant insurance solutions. The Director, Product Taxation serves as a trusted advisor to senior leadership, influencing decision-making through deep technical expertise, sound judgment, and a strong understanding of the insurance and financial services industry.
Responsibilities
- Monitor, analyze, interpret, and explain the impact of taxation arising from new and existing tax legislation, regulations, court cases, changes to tax treaties, technical interpretations and administrative positions of the CRA or Revenu Québec, and federal and provincial income tax, excise, and sales tax legislation for strategic business units to support product development, marketing, administration, escalations, and tax reporting requirements.
- Provide research and consulting to business areas on complex tax queries or scenarios, marketing material reviews, product development, and business initiatives.
- Ensure Canada Life products are designed to be tax effective and that any associated risks are identified and understood by the business.
- Evaluate and explain proposed tax solutions at the appropriate level, assist with decision making, implement the change, and undertake any corrective action required to ensure it is compliant.
- Analyze complex investment structures and products, including fund product life cycles from a tax implication and optimization perspective.
- Provide leadership, share knowledge, offer guidance and input to other team members, conduct research, and build collaborative relationships with business partners and advisors.
- Participate in industry committees, working groups or task forces, and negotiations with tax policy makers, while keeping leaders informed and utilizing/sharing resources.
Requirements
- CPA designation or equivalent education and experience.
- 6 to 9+ years of related experience.
- Strong technical knowledge of general tax principles and Canadian income tax legislation, with specific experience related to the taxation of group products and investment fund taxation.
- Proven research skills and ability to apply and articulate complex legislation to general or fact-based situations and arrive at logical opinions.
- Leadership skills and ability to influence, guide, interpret, and share complex technical knowledge in a clear and concise manner.
- Ability to develop valued collaborative relationships while managing priorities and meeting delivery dates.
- Knowledge of financial institutions, benefit plans, group insurance products, investment products, and tax compliance matters, including the collection and administration of commodity taxes.
- Excellent communication skills, analytical mindset, critical thinking, and the ability to utilize professional judgement in ambiguous tax matters or situations.
Skills
- Taxation
- Product Development
- Distribution Strategies
- Business Initiatives
- Customer Outcomes
- Legislative and Regulatory Analysis
- Strategic Guidance
- Risk Management
- Technical Expertise
- Judgment
- Insurance Industry Knowledge
- Financial Services Industry Knowledge
- Communication Skills
- Analytical Mindset
- Critical Thinking
- Professional Judgement
Location
- Hybrid
Work Type
- Permanent
- Full Time
Experience Level
- 6 to 9+ years of related experience
Education Level
- CPA designation or equivalent education and experience
Salary/Compensations
- $XX,XXX - $XX,XXX annually
Benefits
- Career Development Opportunities
- Access to industry-leading learning programs
- Up to $2,000 annually towards education reimbursement
- Flexible health and dental benefits
- $5,000 mental health benefit
- In addition to regular vacation and personal days
- Volunteer day
- Company-matching pension plan
- Share ownership program
- Additional investment options
- Employee recognition programs
- Service milestone celebrations
- Employee discounts
About the Company
- We’re united by a shared purpose: to improve the financial, physical and mental well-being of Canadians.
- Our company is trusted by 1 in 3 Canadians and contributes to the strength of communities across the country.
- We’re looking for people who live our values everyday: we step up, we do the right thing, and we deliver – for our customers, communities and each other.
Equal Opportunity
- We’re committed to removing barriers and ensuring equal access to employment.
- Applicants requiring reasonable accommodation during the application process may contact talentacquisitioncanada@canadalife.com.
- All information provided will be handled in accordance with applicable laws and Canada Life policies.