Associate Director, U.S. Tax Operations

• 5000 - 6000 USD per Month
• Full Time
• Posted : 5 months ago

You are as unique as your background, experience and point of view. Here, you’ll be encouraged, empowered and challenged to be your best self. You'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'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.

Job Description:

Location: We support US flexible working arrangements in the contiguous 48 states. This role is hybrid - offices are located in Portland, ME, Wellesley, MA, Kansas City, MO and Hartford, CT.

At Sun Life, we look for optimistic people who want to make life brighter for our Clients. We understand the value of diverse cultures, perspectives, and identities, and want you to bring your full and authentic self to work. Every day, you’ll be empowered and challenged by working with dynamic colleagues to find new and innovative ways to make Sun Life the best benefits company in America.

The opportunity:

Working within the U.S. tax department of a large Canadian-based financial services company, the Associate Director, U.S. Tax Operations performs advanced or specialized work, which requires a comprehensive knowledge of accounting theory and principles as well as solid U.S. income tax knowledge. The successful candidate will have a background in the insurance industry including P&C companies and NAIC reporting. In addition, the ability to complete tax reporting and compliance under tight timetables will be expected.

How you will contribute:

• Review monthly, quarterly and annual U.S. income tax provisions for purposes of IFRS and NAIC financial statements for insurance and non-insurance companies.
• Research U.S. tax theory, apply rules to as applicable.
• Review federal and state corporate income tax returns for insurance and non-insurance companies including remittances.
• Assist with complex state unitary returns.
• Maintain compliance with Sarbanes-Oxley internal control requirements.
• Interact with personnel from all areas of the Company in order to obtain and understand complex financial data, including working with NAIC team on annual statements.
• Prepare/review responses to inquiries from federal and state tax auditors.
• Provide support with the internal audit process and to financial auditors.
• Assist with forecasting and projections both for scenario testing and quarterly deliverables.
• Review tax accounts reconciliations.
• Approve intercompany and external tax payments and other intercompany reporting.
• Review tax provisions in Longview software, including consolidation of US data.
• Assist in special projects as needed.
• Manage professional staff (if applicable).
  
  

• Bachelor's degree in accounting or the equivalent is required.
• Advanced degree in taxation and/or a CPA is required.
• 7-10 years’ experience in corporate tax accounting (ASC740 and IAS12) and U.S. insurance rules under SSAP No. 101.
• Deep understanding of federal and state compliance, including insurance, consolidated federal and unitary state groups.
• Extensive experience in tax technology tools (e.g. Checkpoint, OneSource, Longview, etc.) and financial applications (e.g., PAM, SAP, etc.).
• Strong analytical and problem-solving skills are critical.
• Strong communication skills both written and oral are required.
• Ability to work in a fast-paced environment with a detail-oriented mindset is necessary to be successful.
• Proficient in Microsoft applications (e.g. Excel and Word) is essential.
  
  

• Excellent benefits and wellness programs to support the three pillars of your well-being – mental, physical and financial – including generous vacation and sick time, market-leading paid family, parental and adoption leave, a partially-paid sabbatical program, medical plans, company paid life and AD&D insurance as well as disability programs and more
• Retirement and Stock Purchase programs to help build and enhance your future financial security including a 401(k) plan with an employer-paid match as well as an employer-funded retirement account
• A flexible work environment with a friendly, caring, collaborative and inclusive culture
• Great Place to Work® Certified in Canada and the U.S.
• Named as a “Top 10” employer by the Boston Globe's “Top Places to Work” two years running
  
  

Skills

• Certified Public Accounting
• Corporate Tax
• Income Tax
• Internal Controls
• Sarbanes-Oxley Act
• Tax Accounting
• Tax Provisions
• Tax Reporting