Advance your career as a Senior Tax Specialist at Sun Life, ensuring compliance with FATCA and CRS requirements. Your expertise will be crucial in driving the GRS Tax team’s success.This role focuses on maintaining compliance with US Qualified Intermediary agreements and Canadian Income Tax obligations. You will be responsible for preparing detailed reports such as 1042, handling tax reconciliations, and validating IRS tax forms. Additionally, you will oversee the implementation of changes in tax regulations, ensuring that both the GRS team and operational units are informed and compliant.Key Responsibilities:• Prepare essential tax documents for QI compliance• Validate US withholding tax forms for accuracy• Manage quarterly QI Review processes• Carry out annual 1042 reconciliation• Monitor and apply new regulatory changesRequirements:• At least 5 years in tax reporting related to QI/FATCA/CRS• Business or Economics Degree with accounting specialization• Strong Excel skills• CPA certification preferred• Exceptional analytical and organizational capabilitiesUtilize your tax compliance skills at Sun Life, enhancing both client service and operational efficiency.#J-18808-Ljbffr
Senior Tax Specialist At Sun Life
SUN LIFE FINANCIAL
southwestern ontario, southwestern ontario
Published 19 days ago
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