Senior Tax Analyst

Sun Life embraces a hybrid work model that balances in-office collaboration with the flexibility of virtual work in the contiguous states plus AK.

The opportunity:

Working within the US tax department of a large Canadian-based financial services company, the Senior Tax Analyst/ Tax Manager performs advanced or specialized work, which requires a comprehensive knowledge of accounting theory and principles as well as solid U.S. income tax knowledge.The successful candidate will become the technical level of professional, will develop a thorough knowledge of the organization's systems and be able to modify or develop new procedures to meet specialized needs. The ability to complete tax reporting and compliance under tight timetables will be expected

How you will contribute:

• Prepare/Review quarterly and annual U.S. income tax provisions

• Research US tax theory, apply rules to specific domestic and cross-border transactions, and summarize conclusions in non-technical terms.

• Prepare complex federal and state corporate income tax returns including remittances.

• Oversee tax depreciation.

• Lead the preparation of more complex tax returns

• Ensure compliance with Sarbanes-Oxley internal control requirements.

• Interact with personnel from all areas of the Company, both in the US and Internationally, in order to obtain and understand complex financial data.

• Assist in responding to inquiries from federal and state tax auditors.

• Provide support and a point of contact for external auditors. Provide support and effectively manage the internal audit process.

• Assist with forecasting and projections both for scenario testing/quarterly deliverables

• Assist in international reporting (5471, 5472, etc.) and partnership returns

• Review tax accounts reconciliations.

• Processing intercompany tax payments and other intercompany reporting.

• Prepare tax provisions in Longview software, including consolidation of US data.

• Assist in special projects as needed.

• Prepare quarterly and annual Federal and SALT income tax provisions for life entities for IFRS and NAIC financial statements.

• Prepare separate tax provisions and notes for U.S. GAAP and statutory financial statements and assist with related financial statement audits

• Prepare tax returns for all life/non-life entities.

• Assist Associate Director of U.S. Tax Reporting and Compliance with external audit

• Assist managing financial reporting interaction with Corporate Tax, U.S. Finance and other business units

What you will bring with you:

• Ability to work with a diverse group of people

• Bachelor's degree in accounting or the equivalent is required.

• Advanced degrees in taxation and/or a CPA is a plus

• 3-7 years' experience in corporate tax accounting (ASC740 and IAS12) and U.S. income tax compliance.

• Deep understanding of federal and state compliance.

• Experience in tax technology tools (e.g. Checkpoint, OneSource, Longview, etc.) and financial applications (e.g., PAM, Oracle, SAP, Tableau, etc.)

• Strong analytical and problem-solving skills are critical.

• Strong communication skills, both written and oral, are required.

• The ability to work in a fast-paced environment with a detail-oriented mindset is necessary to be successful.

• Proficiency in Microsoft applications (e.g. Excel and Word) is essential

Salary:

$78,000 - $117,000

At our company, we are committed to pay transparency and equity. The salary range for this role is competitive nationwide, and we strive to ensure that compensation is fair and equitable. Your actual base salary will be determined based on your unique skills, qualifications, experience, education, and geographic location. In addition to your base salary, this position is eligible for a discretionary annual incentive award based on your individual performance as well as the overall performance of the business. We are dedicated to creating a work environment where everyone is rewarded for their contributions.