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
- Robust leadership, organization, communication, and collaboration skills

Bring financial services tax leadership, regulatory knowledge, and process discipline to Sun Life’s Group Retirement Services business.

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