Senior Tax Specialist – US Qualified Intermediary, FATCA, CRS

Role Overview

• Prepare all reporting for the QI including 1042 and 945 returns and 1042S, 1099DIV and 1099B slips
• Review all US withholding tax forms (W8/W9 forms) to determine validity of forms
• Ensure tax withholding to the IRS is appropriate
• Manage the Periodic QI Review including collecting the required documentation, providing it to the external reviewer and responding to any queries
• Prepare annual 1042 reconciliation
• Prepare reconciliation of tax reported as withheld on 1042/1099 tax slips vs tax paid by Sun Life and/or other withholding agent
• Prepare reporting to the CRA for FATCA and CRS
• Review all regulatory changes, impacting QI/FATCA/CRS, and ensure changes are implemented
• Review and update QI, FATCA and CRS manuals
• Provide guidance to operational teams

Requirements

• At least 5 years of experience in QI/FATCA/CRS tax reporting
• University Degree in Business, Economics discipline with a specialization in accounting
• Proficiency in Excel
• Ability to work independently and as a member of a team
• Preferred: CPA designation
• Experience with GRS products is an asset
• Excellent analytical and problem-solving skills
• Strong attention to detail
• Ability to organize and prioritize multiple tasks to meet tight deadlines

Benefits

• 20 vacation days per year
• Flexible Benefits from the day you join to meet the needs of you and your family
• Pension Plan participation starts immediately, and you are automatically enrolled
• Sun Life automatic and matching contributions and by including both your salary and bonus when making contributions
• Flexible hybrid work model
• Work and professional development that is united by our Purpose: to help Clients and Employees achieve lifetime financial security and live healthier lives
• A friendly, collaborative, and inclusive culture