Senior Tax Analyst

Sun Life U.S. is one of the largest providers of employee and government benefits, helping approximately 50 million Americans access the care and coverage they need. Through employers, industry partners and government programs, Sun Life U.S. offers a portfolio of benefits and services, including dental, vision, disability, absence management, life, supplemental health, medical stop-loss insurance, and healthcare navigation. We have more than 6,400 employees and associates in our partner dental practices and operate nationwide.

At Sun Life, we're driven by our Purpose: helping our Clients achieve lifetime financial security and live healthier lives. Our values shape how we work: caring, authentic, bold, inspiring, and impactful.

When you join Sun Life, you'll work with passionate colleagues and empowering leaders who support your growth and celebrate your contributions, so you can make a meaningful difference in our Clients' lives.

Visit our website to discover how Sun Life is making life brighter for our customers, partners and communities.

Job Description:

Sun Life embraces a hybrid work model that balances in-office collaboration with the flexibility of virtual work in the contiguous states plus AK.

The opportunity:

Working within the US tax department of a large Canadian-based financial services company, the Senior Tax Analyst 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 become the technical level of professional, will develop a thorough knowledge of the organization's systems and be able to proactively identify opportunities to modernize and transform tax processes, including redesigning workflows and leveraging technology to improve accuracy, efficiency, and scalability, in addition to modifying or developing new procedures to meet specialized needs. Success in this role will be measured not only by accuracy and timeliness of deliverables, but also by the individual's ability to simplify, automate, and scale tax processes through data and technology.

How you will contribute:

• Prepare and review complex federal and state income tax returns and provisions, including oversight of fixed assets and tax depreciation processes, with a focus on improving accuracy, standardization, and efficiency across entities
• Drive tax process and technology transformation initiatives, including identifying automation opportunities, improving data flows, redesigning workflows, and enhancing reporting and operational efficiency across the tax function
• Lead or contribute to tax technology initiatives, including implementation, enhancement, or optimization of tax and finance systems
• Research US tax theory, apply rules to specific domestic and cross-border transactions, and summarize conclusions in non-technical terms.
• Ensure compliance with Sarbanes-Oxley internal control requirements.
• Interact with personnel from all areas of the Company, both in the US and Internationally, in order to obtain and understand complex financial data.
• Assist in responding to inquiries from federal and state tax auditors.
• Provide support and a point of contact for external auditors. Provide support and effectively manage the internal audit process.
• Assist with forecasting and projections both for scenario testing/quarterly deliverables
• Assist in international reporting (5471, 5472, etc.) and partnership returns
• Review tax accounts reconciliations.
• Processing intercompany tax payments and other intercompany reporting.
• Prepare tax provisions in Longview software, including consolidation of US data.
• Prepare quarterly and annual Federal and SALT income tax provisions for life entities for IFRS and NAIC financial statements.
• Prepare separate tax provisions and notes for U.S. GAAP and statutory financial statements and assist with related financial statement audits
• Assist with external audit
• Assist managing financial reporting interaction with Corporate Tax, U.S. Finance and other business units

What you will bring with you:

• 3-7 years of experience in corporate tax, tax technology, or tax transformation, including exposure to tax provision (ASC 740) and/or U.S. income tax compliance.
• Experience with tax systems, automation, or process improvement initiatives is strongly preferred.
• Ability to work with a diverse group of people
• Bachelor's degree in accounting or the equivalent is required.
• Advanced degrees in taxation and/or a CPA is a plus
• Deep understanding of federal and state compliance.
• Experience with tax technology tools (e.g. Checkpoint, OneSource, Longview, etc.) and financial applications (e.g., PAM, Oracle, SAP, Tableau, AI-Copilot etc.), including participation in system implementations, enhancements, or process optimization initiatives; ability to partner with IT or vendors to improve solutions is a plus
• Ability to work with large, complex data sets and translate financial and tax data into actionable insights
• Strong analytical and problem-solving skills are critical.
• Strong communication and interpersonal skills, with a proven ability to partner across teams to drive change and support adoption of new technologies, processes, and ways of working in an evolving tax function
• The ability to work in a fast-paced environment with a detail-oriented mindset is necessary to be successful.
• Proficiency in Microsoft applications (e.g. Excel and Word) is essential

Salary: $79,800 - 119,700

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We are committed to fostering an inclusive environment where all employees feel they belong, are supported and empowered to thrive. We are dedicated to building teams with varied experiences, backgrounds, perspectives and ideas that benefit our colleagues, clients, and the communities where we operate. We encourage applications from qualified individuals from all backgrounds.

Life is brighter when you work at Sun Life

At Sun Life, we prioritize your well-being with comprehensive benefits, including generous vacation and sick time, market-leading paid family, parental and adoption leave, medical coverage, company paid life and AD&D insurance, disability programs and a partially paid sabbatical program. Plan for your future with our 401(k) employer match, stock purchase options and an employer-funded retirement account. Enjoy a flexible, inclusive and collaborative work environment that supports career growth. We're proud to be recognized in our communities as a top employer. Proudly Great Place to Work Certified in Canada and the U.S., we've also been recognized as a "Top 10" employer by the Boston Globe's "Top Places to Work" for two years in a row. Visit our website to learn more about our benefits and recognition within our communities.

We will make reasonable accommodations to the known physical or mental limitations 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 View email address on click.appcast.io request an accommodation.

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We do not require or administer lie detector tests as a condition of employment or continued employment.

Sun Life will consider for employment all qualified applicants, including those with criminal histories, in a manner consistent with the requirements of applicable state and local laws, including applicable fair chance ordinances.

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.

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