Job Description
:The Senior Taxation Specialist is responsible for ensuring compliance with the US Qualified intermediary (QI) agreement and the Canadian Income Tax requirements for the Foreign Tax Compliance Act (FATCA) and Common Reporting Standards (CRS).
As a key member of the GRS Tax team, this role contributes to meeting the income tax compliance and reporting obligations of Sun Life’s Group Retirement Service (GRS) block of business. The Senior Tax Specialist will report to the Director, GRS Taxation.
What will you do?
Prepare all reporting for the QI including 1042 and 945 returns and 1042S, 1099DIV and 1099B slips.
Review all US withholding tax forms (W8/W9 forms) to determine validity of forms.
Ensure tax withholding to the IRS is appropriate.
Manage the Periodic QI Review including collecting the required documentation, providing it to the external reviewer and responding to any queries.
Prepare annual 1042 reconciliation.
Prepare reconciliation of tax reported as withheld on 1042/1099 tax slips vs tax paid by Sun Life and/or other withholding agent.
Prepare reporting to the CRA for FATCA and CRS.
Review all regulatory changes, impacting QI/FATCA/CRS, and ensure changes are implemented.
Review and update QI, FATCA and CRS manuals.
Provide guidance to operational teams.
What do you need to succeed?
At least 5 years of experience in QI/FATCA/CRS tax reporting
University Degree in Business, Economics discipline with a specialization in accounting
Proficiency in Excel
Ability to work independently and as a member of a team
Preferred:
CPA designation
Experience with GRS products is an asset
Excellent analytical and problem-solving skills
Strong attention to detail
Ability to organize and prioritize multiple tasks to meet tight deadlines
Notes/Unique Requirements:
Vacation not permitted from January-March each year
Overtime may be required from January-March each year
What's in it for you?
Time off giving you the flexibility to focus on the moments that matter including 20 vacation days per year
Flexible Benefits from the day you join to meet the needs of you and your family
Pension Plan participation starts immediately, and you are automatically enrolled. We help you save more with Sun Life automatic and matching contributions and by including both your salary and bonus when making
contributions.
The opportunity to move along a variety of career paths with amazing networking potential
Flexible hybrid work model
Work and professional development that is united by our Purpose: to help Clients and Employees achieve lifetime financial security and live healthier lives
A friendly, collaborative, and inclusive culture
We’re honoured to be recognized as a 2025 Best Workplace in Canada by Great Place to Work® Canada
Sun Life ranked one of the 2024 Global 100 Most Sustainable Corporations in the World on the CorporateKnights’ 2024
Senior Tax Specialist- US Qualified intermediary/FATCA/CRS • Waterloo, Ontario
A reputable automotive dealership in Tillsonburg, Ontario, is seeking a skilled 310S Automotive Service Technician to join its award-winning service team.This full-time position offers competitive ... Show more
Equity Partner & National Leader, AI Business Solutions.This role can be located in any major city centre across Canada.Digital services within the firm.The role will focus on sales, delivery excel... Show more
Note: Dayforce Payroll implementation experience required.Requires a strong Dayforce Payroll consultant who has directly led the payroll workstream and has hands-on experience configuring, testing,... Show more
Senior Privacy & Commercial Counsel.Prospeo is a B2B SaaS sales intelligence platform used by over 2,000 companies worldwide.We help sales teams find verified contact data with 97%+ accuracy throug... Show more
A growing company is seeking a Data Entry Clerk to work from home.This role offers flexibility with part-time shifts available, making it a great opportunity for those looking to balance work-life ... Show more
Manager, Tax Retirement and Estate Planning Services.Location: Hybrid - Anywhere in Canada.The total target compensation (TTC) range, including salary and target bonus, is $117,600 - $166,880.This ... Show more
Looking for people to participate in taking online surveys for Fortune 500 brands.All you need to do is complete online surveys by sharing your opinion.You will help influence brand decisions on se... Show more
Club-Partnership-Application-LI-Job.This is a student leadership program designed to help finance and investment societies bring more value to their members.Wall Street Oasis (WSO) is offering a un... Show more
Join Howes Percival as a Charity Specialist Solicitor thriving in locations like Leicester and Northampton.Harness your skills in charity law to enhance client service and practice growth.This perm... Show more
Taxpayer Law is one of Canada's top tax litigation and dispute resolution boutiques.We are looking for outstanding candidates to join our team.Our clients range from a Canadian subsidiary of a Fort... Show more
Enhance your career with IPAC Consulting as a flexible Accountant.This on-site role combines essential accounting duties with the benefit of a part-time schedule in a growing company.As an Accounta... Show more
A remote work company is hiring for a Data Entry Clerk position, allowing you to work from home.This role offers excellent weekly pay, multiple available shifts, and a chance to grow within the com... Show more
The candidate is accountable for the overall underwriting of the Property and Casualty line of business within the Corporate Underwriting department.This includes development and revisions of the c... Show more
A financial advisory practice in St.Jacobs is seeking a Mid-Senior level professional to enhance client relationships and provide financial planning.The role involves strengthening client ties, off... Show more
Our client is a major Insurance company in the K-W-C triangle.As a member of the Actuarial Services Department, you will be part of a dynamic Research and Development team.You will be responsible f... Show more
Communicate with clients as the.Archive all programming deliverables and documentation per SOPs.Mentor team members and support their technical and professional development.CDISC standards, and com... Show more
Work for yourself, but with us!.Align, a division of McCarthy Tétrault LLP, pairs high caliber independent contract lawyers with our clients who need legal support.Align, successful applicants will... Show more
Tarificateur(trice) bilingue Consultant.Le (la) tarificateur(trice) principal(e) assure la rentabilité de la société par le biais de résultats favorables au chapitre de la mortalité en examinant et... Show more
We’re a fast-growing software development agency that helps service-based businesses across the U.Our team values ownership, innovation, and building long-term partnerships with clients.We’re looki... Show more
Our founding team has built and shipped digital products at Canada's leading financial institutions—and now we're doing it faster, bolder, and entirely on our own terms.We're growing quickly and lo... Show more
