Associate Director, Tax Operations & Tax Compliance

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Job Description : Job Description

Job Title : Associate Director, Tax Operations & Tax Compliance

GCF Level : GCF 7.1

Department(s) : Finance

Division : International

Reports to : Director, Controller and Head of Financial Reporting

Tax Operations and Tax Compliance, a newly created function within Sun Life Assurance Company of Canada Bermuda Branch will oversee the tax operations of our International Life Business covering all taxes including, Corporate Income Tax, Withholding Tax, Global Tax Reporting Regimes (FATCA, CRS) and Global Minium Tax Regimes. This role will ensure that tax returns are accurately completed and filed timely to the Bermuda Tax Authority in addition identifying tax optimization opportunities.

Reporting to the Controller & Head of Financial Reporting, the Associate Director of Tax Operations and Compliance will support this objective through leading our tax operations with respect to tax compliance, tax reporting, and tax advisory maintaining constant interaction with our Asia Regional Office and the Corporate Tax teams.

Main Responsibilities :

• Serve as the Tax leader with overall accountability for all of Sun Life's Bermuda based entities.
• Responsible for tax reporting including, tax provisioning process, reconciliations, effective tax rates, current and deferred tax accounts, and maintaining tax attributes
• Responsible for tax risk management / compliance, including local tax and Global Minimum Tax, FATCA / CRS, and any other tax related compliance obligations
• Responsible for tax advisory support and serving as a strategic partner to the business to identify, recommend, and implement tax effective solutions
• Support Financial Planning & Analysis and strategic / business planning for taxes
• Manage enquiries, tax audits, and litigation with tax authorities
• Monitor and interpret changes to tax legislation and communicating tax considerations and operational / business impacts
• Work with our Corporate and Regional Tax teams to develop and define effective controls for all aspects of tax operations
• Manage and work with external tax advisors throughout the tax life cycle to effectively manage tax risks

Key Requirements and Skills :

The above statements are intended to describe certain responsibilities associated with this job position and certain required qualifications and should not be construed as an exhaustive list of all essential job responsibilities, duties, and skills required of employees so classified. For example, this document may not address the following types of requirements pertaining to the job position which may also constitute and involve essential functions : travel; physical demands; or attendance requirements.

Additional essential job responsibilities may be addressed in separate documentation, or this document may be amended, revised, or revoked at any time in the sole discretion of the Company.

In addition, employees may be required to perform duties outside of their normal responsibilities from time to time, as needed.

Our Affirmative Action Program affirms our commitment to make reasonable accommodation to the known physical or mental limitation of otherwise-qualified individuals with disabilities or special disabled veterans, unless the accommodation would impose an undue hardship on the operation of our business. Please email thebrightside@sunlife.com to request an accommodation.

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.

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Job Category : Finance

Posting End Date : 04 / 03 / 2025

All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.