Tax Intern

Job Description

US Tax Intern – Summer 2027 Intern | Sunlife

The Tone:
This is a full-time temporary internship at Sun Life U.S., located in Wellesley, MA, with a hybrid work model. Sun Life U.S. is one of the largest providers of employee and government benefits, helping approximately 50 million Americans access essential care and coverage through a portfolio of services. The organization is driven by its purpose of helping clients achieve lifetime financial security and live healthier lives. This role matters as it supports the U.S. tax department in ensuring compliance and accurate reporting, contributing to the company’s overall operations.

The TL;DR
• Role: Internship
• Type: Temporary
• Location: Hybrid – Wellesley, MA

• Team: U.S. tax department, U.S. Tax Operations Team
• Mission: Assist other tax professionals with U.S. income tax operations, compliance, and special projects.
• Tech Stack: Microsoft applications (Excel and Word)

What You’ll Actually Do
• Preparation: Prepare income tax workpapers for provision and compliance.
• Research: Research fundamental US tax theory.
• Reconciliation: Complete book/tax differences, including depreciation schedules.
• Compliance: Ensure adherence to Sarbanes-Oxley internal control requirements.
• Support: Reconcile tax accounts and provide assistance on special projects as needed.

The Must-Haves
• Background: Currently pursuing a Bachelor’s or graduate degree in accounting or the equivalent, with a working knowledge of accounting theory and principles, and some U.S. income tax knowledge.
• Experience: Currently enrolled in an accredited college or university during the internship period (June 2027 – August 2027) and able to work full-time (40 hours/week) during the intern session.
• Skills: Strong analytical and problem-solving abilities, strong written and oral communication skills, and proficiency in Microsoft Excel and Word.