Lead Group Retirement Services tax compliance at Sun Life, overseeing FATCA, CRS, QI requirements, and hybrid work across office and virtual settings.
As Director, Group Retirement Services Tax, you will manage tax production, risk, and compliance within financial services. You will interpret tax legislation, oversee reporting processes, and collaborate with Corporate Tax, Legal, Compliance, IT, and Finance. The position includes leadership of three direct reports and third-party risk management.
Key Responsibilities: Oversee more than 1.6 million annual tax slips
Ensure FATCA, CRS, QI, and IRS filings meet deadlines
Participate in CRA audits and external QI reviews
Maintain tax controls, policies, procedures, and systems




Lead GRS tax team members and provide guidance
Requirements: Designated CPA with taxation expertise
Completed, enrolled, or willing to enroll in CPA In-Depth Taxation
Five to ten years of financial services or public accounting experience
Experience with FATCA, CRS, QI legislation, and compliance
Solid leadership, organization, communication, and collaboration skills
Bring financial services tax leadership, regulatory knowledge, and process discipline to Sun Life’s Group Retirement Services business.

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📌 Director Group Retirement Tax Compliance (Ontario)
🏢 Sun Life
📍 Ontario