Note: The job is a remote job and is open to candidates in USA. Sun Life is a financial services company providing employee and government benefits in the United States. The Senior Tax Analyst works within the U.S. tax department to prepare and review complex tax returns and provisions, support audits and reporting, and transform tax processes through automation, data, and technology.
Responsibilities
- 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
Skills
- 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
- Ability to work with a diverse group of people
- Bachelor's degree in accounting or the equivalent is required
- Deep understanding of federal and state compliance
- 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
- Experience with tax systems, automation, or process improvement initiatives is strongly preferred
- 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
- Advanced degrees in taxation and/or a CPA is a plus
Benefits
- Hybrid work model that balances in-office collaboration with the flexibility of virtual work in the contiguous states plus AK.
- Generous vacation and sick time
- Market-leading paid family, parental and adoption leave
- Medical coverage
- Company paid life and AD&D insurance
- Disability programs
- Partially paid sabbatical program
- 401(k) employer match
- Stock purchase options
- Employer-funded retirement account
- A flexible, inclusive and collaborative work environment that supports career growth
Company Overview
Company H1B Sponsorship