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Director, Management Equity Finance and Tax – SLC Management

Job in Toronto, Ontario, M5A, Canada
Listing for: Sun Life
Full Time position
Listed on 2026-01-17
Job specializations:
  • Finance & Banking
    Financial Compliance, Financial Analyst
Job Description & How to Apply Below

Job Description

:
WHAT IS IN IT FOR YOU:As a Director, Management Equity Finance and Tax you will support the financial and tax operations of its Management Equity Plan (MEP). This role plays a critical part in ensuring accurate financial reporting, tax compliance, and stakeholder communication across SLC’s legal entities and ownership structures. The ideal candidate will support the development and implementation of robust tax reporting and communication processes, within tight deadlines, for the management equity plan at SLC Management.

An understanding of the different tax treatments for flow through entities (such as partnerhips/LLCs), corporations and hybrid entities will be key to being able to deliver in this role. As the MEP is complex this role will require close collaboration with internal and external business partners to ensure the required information and tax fiings are delivered in an efficient and well-controlled environment.
WHAT YOU WILL DO:
Financial Reporting & Analysis
  • Support the MD in preparing MEP-related financial commentary based on taxable income and distributions.

  • Analyze and reconcile accounting vs. taxable income differences and prepare simplified summaries for internal and external stakeholders.

  • Tax Compliance & Advisory
  • Coordinate with external tax advisors to ensure timely and accurate tax filings for all entities and provision of ensure information from them to SLC for financial reporting and personal tax reporting purposes.

  • Coordinate with SLC Legal team to ensure compliance with Corporate and partnership filing, board reporting requirements and ensure the outsourced tax compliance firm is receiving all the information it needs in an efficient manner.

  • Support the tax settlement process and partner with SLC and Corporate Treasury on the timing and amount of cash needs.

  • Stakeholder Engagement
  • Act as a liaison between HR, Finance, Corporate Tax, Affiliate Tax, and external advisors to gather and disseminate financial and tax data.

  • Coordinate with affiliates, external tax advisors and SLF Corporate Tax team to understand the various data needs and develop a robust data repository to efficiently and effectively share information between parties.

  • Prepare quarterly tax analysis and commentary to support MEP participant communication, filings and payments on account.

  • Process Optimization
  • Contribute to the development and implementation of streamlined reporting and communication processes.

  • Identify opportunities to enhance the efficiency and accuracy of tax provision and settlement workflows.

  • WHAT YOU WILL NEED TO SUCCEED:
  • CPA or equivalent designation strongly preferred.

  • 8+ years of experience in finance or tax roles, ideally within asset management or financial services and ideally with a strong tax competent to their work

  • Must have a good understanding of the principals of the US tax system and ideally international tax experience

  • Strong understanding of tax-to-IFRS differences and legal entity structures (e.g., partnerships, corporations/hybrids).

  • Proven ability to manage external vendors and cross-functional teams.

  • Excellent analytical, communication, and stakeholder management skills.

  • Why SLC Management?
  • Opportunity to work for a growing global institutional asset manager
  • Excellent benefits and wellness programs to support the three pillars of your well-being – mental, physical and financial – including generous vacation and sick time, market-leading maternity, parental and adoption leave top up program, a partially-paid sabbatical program and much more
  • Pension, stock and savings programs with an employer-paid match to help build and enhance your future financial security
  • A flexible work environment with a friendly, caring, collaborative and inclusive culture focused on career growth development #We Win As ATeam
  • The opportunity to move along a variety of career paths with amazing networking potential
  • Award winning workplace culture - Great Place to Work® Certified in Canada and the U.S., “Best Places to Work” by Glassdoor, Award for Excellence for Mental Health at Work, “Best Places to Work in Money Management” by Pension & Investments
  • SLC Management is a regulated business, and this…
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