Lead tax compliance as the Director of Group Retirement Services at Sun Life. This critical role involves overseeing tax processes and collaborating with cross-functional teams for optimal client outcomes. In this senior position, you’ll manage tax compliance and risk management for the Group Retirement Services (GRS) sector.

Strong leadership skills and extensive financial services tax experience are vital, as you will ensure adherence to tax legislation affecting our clients. Partnering with Corporate Tax, Legal, and Compliance, you’ll implement effective tax strategies and mitigate risks. Key Responsibilities:

- Oversee GRS tax production for 1.6 million tax slips
- Ensure timely FATCA and CRS legislations processing
- Manage IRS filings linked to QI requirements
- Participate in CRA audits and reviews
- Provide training on tax legislation to team members Requirements:
- CPA designation required
- 5-10 years of financial services tax experience
- Familiarity with FATCA, CRS, and QI legislation
- Solid communication and leadership abilities
- Bilingualism preferred for Quebec roles Utilize your tax expertise and leadership to drive compliance and support our clients at Sun Life.

📌 Director of Tax Compliance at Sun Life (Montreal)
🏢 Sun Life Québec
📍 Montreal