Senior Tax Specialist- US Qualified intermediary/FATCA/CRS
Sun Life(1 month ago)
About this role
Senior Taxation Specialist responsible for ensuring compliance with the US Qualified Intermediary agreement and Canadian tax reporting requirements for FATCA and CRS within Sun Life’s Group Retirement Services. The role sits on the GRS Tax team and reports to the Director, GRS Taxation, contributing to the organization’s income tax compliance and reporting obligations.
Required Skills
- QI Reporting
- FATCA
- CRS
- Tax Withholding
- Tax Reconciliation
- Excel
- Regulatory Compliance
- Stakeholder Guidance
- Analytical Skills
- Detail Oriented
Qualifications
- University Degree in Business or Economics (Accounting specialization)
- CPA designation (Preferred)
About Sun Life
sunlife.comSun Life is a financial services company providing financial planning, life insurance, health insurance, investments and more.
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