You are as unique as your background, experience and point of view. Here, you’ll be encouraged, empowered and challenged to be your best self. You'll work with dynamic colleagues - experts in their fields - who are eager to share their knowledge with you. Your leaders will inspire and help you reach your potential and soar to new heights. Every day, you'll have recent and exciting opportunities to make life brighter for our Clients - who are at the heart of everything we do. At Sun Life, we're driven by our Purpose: helping our Clients achieve lifetime financial security and live healthier lives. Our values shape how we work: caring, authentic, bold, inspiring, and impactful. When you join Sun Life, you'll work with passionate colleagues and empowering leaders who support your growth and celebrate your contributions, so you can make a meaningful difference in our Clients' lives. Discover how you can make a difference in the lives of individuals, families and communities around the world. Job Description The Manager, Investment Tax Reporting will be responsible for management of high volume investment data for Sun Life’s Canadian entities to support various tax processes. What will you do? Investment Data Management: Manage the analysis of large-scale tax and accounting transaction information across investment portfolios and platforms for tax provision and tax return processes, including complex calculations for CIF process, forecasting, and strategic planning Tax Financial Reporting: Responsible for tax financial reporting and tax attribute tracking for Canadian companies, ensuring the accurate and timely determination of quarterly income tax provisions under IFRS Tax Audit Support: Assist with both government income tax audits and financial statement audits, preparing formal responses to queries and participating in walkthroughs Cross-Functional Liaison:



Act as a key collaborator with the Investment Team and Tax Advisory Team to understand asset movements and ensure data integrity for tax purposes Process Transformation: Develop and implement processes to improve the efficiency and timeliness of various tax deliverables What do you need to succeed? Strong understanding of investment accounting, general ledger reconciliations, and financial reporting controls Knowledge of Canadian tax and financial reporting for corporate and non-corporate entities (such as partnerships and trusts), and investment tax reporting Advanced Excel and data manipulation skills Solid analytical and problem-solving skills Excellent oral and written communication skills Process improvement mindset with a focus on automation and controls Understanding of insurance and investment management business (asset) Experience in financial applications (e.G. SAP, Tableau, etc) and fund accounting platforms (PAM/E!) is an asset Proficiency in Microsoft 365 applications is essential 5 years of experience CPA designation preferred. What’s in it for you? We’re proud to be recognized as a company with a 2026 Most Trusted Executive team by Great Place to Work® Canada Access to short-term assignments or ‘Gigs’ across the organization, to help you develop new skills and connections. A collaborative and interactive team environment Charitable giving through our You Give, We Give program lets you give back to your community – and in many cases, we’ll match your contributions. Care Days available for self-care or care of others (i.E., family or others you may support) and Sick Days to support your well-being. *LI-MS The Base Pay range is for the primary location for which the job is posted. It may vary depending on the work location of the successful candidate or other factors. In addition to Base Pay, eligible Sun Life employees participate in various incentive plans,

📌 Manager, Investment Tax Reporting (Toronto)
🏢 Sun Life Financial
📍 Toronto