Step into a pivotal role with Sun Life as an Investment Tax Reporting Manager. Drive tax processes and manage investment data in this hybrid position.
As the Manager for Investment Tax Reporting, you’ll oversee high volume investment data for Sun Life’s Canadian entities. This position requires a robust understanding of investment accounting, along with expertise in tax financial reporting and audit support. You will work closely with cross-functional teams to ensure data integrity and implement efficient tax delivery processes.
Key Responsibilities:
• Manage tax data for investment portfolios
• Oversee tax financial reporting under IFRS
• Support government and financial statement audits
• Collaborate with Investment and Tax Advisory Teams
• Transform processes for improved efficiency
Requirements:
• 5 years of experience in tax reporting
• Strong skills in investment accounting and financial controls
• Proficiency in advanced Excel and Microsoft 365
• CPA designation preferred
• Understanding of investment management and financial applications
Leverage your expertise in tax and investment accounting with Sun Life to enhance financial security for clients.
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📌 Investment Tax Reporting Manager at Sun Life (Toronto)
🏢 Sun Life Financial
📍 Toronto