Job Description: About the role: The Manager, Canadian Insurance Tax plays a key role in supporting the Canadian tax reporting and compliance obligations of our Canadian insurance companies, with a primary focus on the Canadian Investment Fund (CIF) regime.

The role will work extensively with large and complex datasets to perform, analyze and support CIF calculations, including forecasting, planning, tax provisions and tax return reporting.

The Manager will be expected to understand the underlying data, investigate variances and anomalies, and apply sound tax and analytical judgment to ensure calculations are accurate, complete and well supported.

Working closely with colleagues across Tax, Finance, Investment and other business functions, the successful candidate will combine strong Canadian tax technical and tax accounting knowledge with advanced Excel and data-management skills.

The role also provides opportunities to improve and automate existing processes, strengthen controls, and enhance the efficiency and quality of tax reporting.

What will you do? CIF Regime: Assist with the preparation of Canadian Investment Fund (CIF) calculations and analysis, including CIF forecasting, planning, provisions, and tax returns.

Conduct tax research and impact analysis of specific issues and/or transactions under the CIF regime.

Canadian Insurance Tax Compliance: Manage the preparation and review of Canadian income tax returns, partnership returns, amended returns, and capital tax returns and supporting schedules.

Tax Provision and Financial Reporting: Responsible for tax financial reporting and analysis for Canadian life-insurance companies, ensuring the accurate and timely determination of quarterly income tax provisions and tax note disclosure under IFRS.

Audit and Controversy Support: Support both government income tax audits and financial reporting audits,



preparing formal responses to queries and participating in walkthroughs.

Process Transformation: Develop and implement processes to improve the efficiency and timeliness of various tax deliverables.

What do you need to succeed? 5+ years of accounting/ tax experience.

Strong knowledge of Canadian tax and financial reporting for corporate and non-corporate entities (such as partnerships and trusts).

Advanced Excel and data manipulation skills (Experience and proficiency with Pivot Tables, X/V-look ups, & Sum

Ifs) Experience and proficiency with Tax

Prep and/or iFirm.

Strong analytical and problem-solving skills.

Excellent oral and written communication skills.

Process improvement mindset with a focus on automation and controls.

Proficiency in Microsoft 365 applications is essential.

Preferred Skills: CPA designation preferred.

Familiarity with Canadian Investment Fund tax regime is an asset.

Understanding of insurance and investment management business (asset).

Experience in financial applications (e.g. SAP, Tableau, etc).

What's in it for you? Hybrid work environment A friendly, collaborative, and inclusive culture 20 vacation days per year Flexible Perks from the day you join to meet the needs of you and your family Pension, stock and savings programs to help build and enhance your future financial security The opportunity to move along a variety of career paths with amazing networking potential Access to our Global Learning Centre, available 24/7 for your learning needs Wellness programs that support the three pillars of your health – mental, physical and financial Recent Awards: We are honoured to be recognized as a 2022, 2023, 2024 and 2025 Best Workplaces in Canada by Great Place to Work® Canada Great Place to Work® list for Best Workplaces for #Hybrid

Work 2022 Great Place to Work® list for Best Workplaces for Professional Development in Canada 2022 Named “ Best Places to Work ” by Glassdoor, 2021 and 2023

📌 Manager, Canadian Insurance Tax (Toronto)
🏢 Sun Life
📍 Toronto