Senior Tax Analyst

Sun Life

Senior Tax Analyst handling complex federal and state tax returns and transformation projects in a large Canadian-based financial services company. Leading technology initiatives and ensuring compliance with tax regulations.

Posted 6/24/2026full-timeRemote • 🇺🇸 United StatesSenior💰 $79,800 - $119,700 per yearWebsite

Tech Stack

Tools & technologies

OracleSaltStackTableau

About the role

Key responsibilities & impact

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 the 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

Requirements

What you’ll need

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.

Benefits

Comp & perks

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
flexible, inclusive and collaborative work environment that supports career growth

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Hard Skills & Tools

tax returnstax provisionstax compliancetax technologydata analysisfinancial reportingtax accountingprocess improvementautomationforecasting

Soft Skills

analytical skillsproblem-solving skillscommunication skillsinterpersonal skillscollaborationdetail-orientedadaptabilityleadershiporganizational skillsability to work in a diverse team

Certifications

CPABachelor's degree in accountingAdvanced degree in taxation