Manager, Global Tax – Global Minimum Tax

Job Description

Manager, Global Tax | Sun Life

The Tone:
This is a full-time role at Sun Life, located in a hybrid capacity within Canada, primarily Toronto or Waterloo. Sun Life is dedicated to helping Clients achieve lifetime financial security and healthier lives by fostering an inclusive and empowering work environment. This role is crucial for ensuring the company’s adherence to global minimum tax regulations, directly supporting financial stability and compliance across its international operations.

The TL;DR
• Role: Full Time
• Type: Full-time
• Location: Hybrid – Canada (Ontario) – Toronto, Waterloo
• Pay: $100000–$143000 yearly
• Team: Global Tax team, reporting to Director and AVP
• Mission: Owns the execution and compliance of Sun Life’s Global Minimum Tax framework.
• Tech Stack: OneSource, SAP, Orbitax

What You’ll Actually Do
• GMT Compliance: Execute and ensure Global Minimum Tax (GMT) compliance procedures are aligned with OECD Pillar Two regulations and Canada’s Global Minimum Tax Act.
• Tax Exposure Analysis: Assist in analyzing Sun Life’s exposure to GMT top-up taxes and filing obligations across all jurisdictions, including managing global GMT return filings.
• Data Coordination: Coordinate with business units and finance teams to gather necessary data and documentation for GMT purposes.
• Financial Reporting: Prepare GMT quarterly provisions, including internal controls requirements, and develop GMT forecasts to provide accurate financial analyses and insights.
• Audit Support: Manage documentation and evidence gathering for audit purposes related to Global Minimum Tax.

The Must-Haves
• Background: Minimum Manager level, CPA designation required, with a strong foundation in tax accounting/financial reporting under IFRS.
• Experience: Minimum of 4 years of progressive tax experience in a large multinational corporation or major accounting firm, along with project management skills to meet filing deadlines.
• Skills: Strong proficiency in tax accounting/financial reporting under IFRS, aptitude for process improvements including utilizing technology for automated solutions, excellent oral and written communication skills for various audiences, and the ability to manage multiple priorities effectively in a deadline-driven environment.
• Bonus: Some technical knowledge or understanding of OECD Global Minimum Tax rules and Canada’s Global Minimum Tax Act, understanding of the asset management and insurance business, and experience with systems such as OneSource, SAP, and Orbitax.