Manager, Investment Tax Reporting

Job summary

The Manager, Investment Tax Reporting oversees high-volume investment data analysis to support tax provisions, financial reporting, and strategic planning for Canadian entities. They also act as a cross-functional liaison and lead process transformation initiatives to improve the efficiency of tax deliverables.

Job details

You are as unique as your background, experience and point of view. Here, you’ll be encouraged, empowered and challenged to be your best self. You'll work with dynamic colleagues - experts in their fields - who are eager to share their knowledge with you. Your leaders will inspire and help you reach your potential and soar to new heights. Every day, you'll have new and exciting opportunities to make life brighter for our Clients - who are at the heart of everything we do. At Sun Life, we're driven by our Purpose: helping our Clients achieve lifetime financial security and live healthier lives. Our values shape how we work: caring, authentic, bold, inspiring, and impactful. When you join Sun Life, you'll work with passionate colleagues and empowering leaders who support your growth and celebrate your contributions, so you can make a meaningful difference in our Clients' lives. Discover how you can make a difference in the lives of individuals, families and communities around the world. Job Description: The Manager, Investment Tax Reporting will be responsible 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. *LI-MS The Base Pay range is for the primary location for which the job is posted. It may vary depending on the work location of the successful candidate or other factors. In addition to Base Pay, eligible Sun Life employees participate in various incentive plans, payment under which is discretionary and subject to individual and company performance. Certain sales focused roles have sales incentive plans based on individual or group sales results. Diversity and inclusion have always been at the core of our values at Sun Life. A diverse workforce with wide perspectives and creative ideas benefits our Clients, the communities where we operate and all of us as colleagues. We welcome applications from qualified individuals from all backgrounds. Persons with disabilities who need accommodation in the application process, or those needing job postings in an alternative format, may e-mail a request to thebrightside@sunlife.com. We are proud to be a hybrid organization that offers our employees the choice and flexibility to work from both the office and virtually based on the needs of the business, our Clients and you. We may use artificial intelligence to support candidate sourcing, screening, interview scheduling. We thank all applicants for showing an interest in this position. Only those selected for an interview will be contacted. Salary Range: 100,000/100 000 - 143,000/143 000 Job Category: Finance Posting End Date: 16/10/2026

What you’ll do

The Manager, Investment Tax Reporting oversees high-volume investment data analysis to support tax provisions, financial reporting, and strategic planning for Canadian entities. They also act as a cross-functional liaison and lead process transformation initiatives to improve the efficiency of tax deliverables.

Requirements

Candidates must possess a strong understanding of investment accounting, financial reporting controls, and Canadian tax regulations. A CPA designation is preferred, along with at least 5 years of relevant experience and advanced proficiency in Excel and financial applications.

Benefits

• Charitable giving matching program
• Care days
• Sick days
• Short-term assignments

Listed skills

• Microsoft Excel · Preferred
• Problem solving · Preferred
• Communication Skills · Preferred
• Process Improvement · Preferred
• SAP · Preferred
• Tableau · Preferred

Other relevant skills

Identified from the job description. Confirm important requirements above.

• Investment accounting
• General ledger reconciliations
• Financial reporting controls
• Canadian tax
• Investment tax reporting
• Excel
• Data manipulation
• Analytical skills
• Problem-solving
• Communication skills
• Process improvement
• Automation
• Insurance industry knowledge
• Investment management
• SAP
• Tableau
• Tax Provision
• General Ledger Reconciliation
• Investment Accounting
• Microsoft 365
• Process Transformation
• Financial Application
• Talent Sourcing
• Microsoft Excel
• Accounting
• Auditing
• Management
• Strategic Planning
• Investments
• Certified Public Accountant
• Communication
• Data Integrity
• Data Management
• Data Manipulation
• Finance
• Income Tax
• Sales
• Financial Statements
• Forecasting
• Fund Accounting
• Investment Management
• International Financial Reporting Standards
• Problem Solving
• SAP Applications
• Tableau (Business Intelligence Software)
• Tax Consulting
• Tax Returns
• Scheduling
• Process Improvement

Job areas

• Finance & Accounting
• Management & Leadership
• Data & Analytics
• Tax Reporting Manager
• Tax Manager (General)
• Accountants
• Financial Managers

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