Manager, Investment Tax Reporting

Job Description

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The Manager, Investment Tax Reporting will beresponsible 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
• Strong 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.

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