Senior Tax Specialist- US Qualified intermediary/FATCA/CRS

Job description

You are as unique as your background, experience and point of view. Here, you’ll be encouraged, empowered and challenged to be your best self. You'll work with dynamic colleagues - experts in their fields - who are eager to share their knowledge with you. Your leaders will inspire and help you reach your potential and soar to new heights. Every day, you'll have new and exciting opportunities to make life brighter for our Clients - who are at the heart of everything we do. Discover how you can make a difference in the lives of individuals, families and communities around the world. Job Description: The Senior Taxation Specialist is responsible for ensuring compliance with the US Qualified intermediary (QI) agreement and the Canadian Income Tax requirements for the Foreign Tax Compliance Act (FATCA) and Common Reporting Standards (CRS). As a key member of the GRS Tax team, this role contributes to meeting the income tax compliance and reporting obligations of Sun Life’s Group Retirement Service (GRS) block of business. The Senior Tax Specialist will report to the Director, GRS Taxation. What will you do?: Prepare all reporting for the QI including 1042 and 945 returns and 1042S, 1099...