Lead HR Business Partner shaping business objectives and fostering strong relationships within Wealth & Investment Management at Wells Fargo. Drive human capital initiatives in a collaborative team environment.
About the role
- Financial Analyst at Sun Life managing annuity tax operations with a focus on accuracy and compliance. Collaborating with accounting teams and ensuring strong financial discipline in retirement services.
Responsibilities
- Manage the annual tax production process to issue annuitant tax slips and prepare amended tax slips for any adjustments and updates
- Compare and reconcile prepared tax slips against government filings reports
- Reconcile various tax slip types with general ledger account balance
- Complete tax accounting entries and manual ad hoc journal entries
- Complete weekly tax remittances and prepare tax sub-filing reconciliations (5 per year)
- Reconciliation of various suspense and balance sheet accounts
- Manage and create various weekly/monthly/quarterly/yearly internal management reports, including annuity reconciliations, annuitant count reports, and control/suspense account sign off
- Consult with various business partners including Annuity Operations, Corporate Tax to handle inquiries to investigate individual annuitant transactions
- Investigate, resolve and clear reconciling items in account reconciliations
- Identify and implement process improvement opportunities on an ongoing basis
- Maintain and create accounting business procedures documents
- Assist with assigned tasks and complete ad hoc requests as required
Requirements
- Post-secondary degree in a related field and previous accounting experience (reconciliations, audit, internal controls, reporting, etc.)
- Knowledge in general Canadian and Quebec tax slip reporting is an asset
- Knowledge of defined benefit annuity products or pension administration business is an asset
- Experience with SAP or other accounting systems
- Excellent written and communication skills with ability to influence
- Moderate to advanced Excel skills and knowledge
- Ability to work independently, manage time and adhere to strict deadlines
- Team player, ability to multi-task, detail-oriented, strong commitment to quality
- Solid problem solving and analytical skills with attention to accuracy and details
- Develop strong working relationships with GRS Annuity Operations
- Bilingualism (French, English, both oral and written) is required for Quebec only
Benefits
- Flexible Benefits from the day you join to meet the needs of you and your family
- Health and wellness programs
- Professional development opportunities
- Inclusive and respectful work environment
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