Manager, US Tax Advisory - Jobs in Toronto Dominion Centre

Job Description

You are as unique as your background, experience and point of view. Here, you #39;ll be encouraged, empowered and challenged to be your best self. You #39;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 #39;ll have new and exciting opportunities to make life brighter for our Clients - who are at the heart of everything we do. Discover how you can make a difference in the lives of individuals, families and communities around the world.:

• this role is a 14 month contract *

The Manager, US Tax Advisory will be providing U.S. tax advice and support to SLC and SLF business teams focusing on a variety of investments and insurance related tax matters.What will you do

• Provide U.S. federal and state tax advice to SLC Management on investments in multiple asset classes including private equity funds, private credit funds and publicly traded securities
• Review investment related legal documents including offering memorandum, limited partnership agreements, side letters, subscription documents, and propose changes (if applicable) to legal agreements to address tax considerations.
• Provide tax analysis on seed capital investments on affiliates-managed funds to ensure investments are structured efficiently for SLF/SLC investors
• Managing and providing tax advisory support, performing technical analysis for special projects including mergers and acquisitions and due diligence
• Providing US technical advice and guidance to the Tax Operations group, including advice in connection with the preparation of US tax returns and compliance matters
• Monitor tax law changes in the U.S. and determine how the changes would impact Sun Life entities #39; tax exposure
• Research complicated federal and state tax issues and perform technical analysis on ad-hoc projects
• Draft technical tax memos to document U.S. tax implications of major investments and other transactions
• Developing collaborative relationships with colleagues in cross-functional teams to address business challenges and opportunities proactively
• Managing enterprise tax risk to an acceptable level
• Managing tax advisors in procuring tax advice

What do you need to succeed

• Must hold a CPA or law degree or have completed Masters of Taxation
• 3-5 years experience working in the US department of a large accounting firm, law firm or multinational corporation (doing US tax advisory and/or US tax compliance work)

Preferred skills

• Strong technical tax research skills and knowledge of state and local, partnership and international tax rules
• Strong oral and written communication skills
• People skills to mobilize key internal and external tax resources necessary to ensure successful completion of key tasks, initiatives, and projects
• Ability to communicate complex tax concepts to management and non tax practitioners
• Business acumen to support the Sun Life business objectives

What #39;s in it for you

• A friendly, collaborative and inclusive culture
• An environment of continuous learning and improvement
• Wellness programs that support the three pillars of your health - mental, physical and financial
• We #39;re proud to be a Best Workplace for Hybrid Work by Great Place to Work Canada

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.At Sun Life we strive to create a flexible work environment where our employees are empowered to do their best work. Several flexible work options are available and can be discussed throughout the selection process depending on the role requirements and individual needs.We thank all applicants for showing an interest in this position. Only those selected for an interview will be contacted.Salary Range:80,000/80 000 - 130,400/130 400Job Category:FinancePosting End Date:06/10/2023