Associate Manager Tax

Permanent Full Time 

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The key responsibility of the Associate Manager would be to provide consultation, advice, analysis, and guidance on Canadian income taxation implications to policyholders and clients of products sold by the Canadian division (Individual Wealth, Insurance Solutions, and Workplace Solutions business areas). The accountabilities of the position are outlined below. 

What you will do 

• Be the subject matter expert and initial contact for policyholder tax issues, handling requests throughout the company, including internal departments and externally facing wholesalers and advisors 

• Monitor, analyze and explain the impact on the taxation of our products and policyholders arising from new or revised administrative positions of the CRA or Revenue Quebec, proposed or actual changes to tax legislation, changes to tax treaties and tax court decisions 

• Review and provide tax feedback with respect to insurance sales strategies, marketing articles and concepts, contract wording, applications, forms, information folders, simplified prospectus, product guides, illustrations and administration systems 

• Provide research for and consulting to business areas on short and longer-term projects ensuring that products are designed to be tax effective for the policyholder and that the required tax administration and reporting requirements are identified and understood by the business 

What you will bring 

• Experience and knowledge of Canadian income tax law 

• 2-3 years of experience required in one of the following fields: Tax, Accounting, Bank, Insurance

• Proven research skills including the ability to interpret, apply and articulate complex legislation to general or fact-based situations 

• Good knowledge of products sold by the company, such as individual life insurance, living benefits, annuities, segregated funds, mutual funds and registered products 

• Strong analytical and problem-solving skills including proven ability to demonstrate attention to detail and to ask the right questions to identifying the problem 

• Proven ability to manage multiple tasks and work in a team environment and to develop relationships with both internal staff and external contacts 

• Proficiency in using Microsoft Excel, including Visual Basic for Applications (VBA) and/or other programming languages 

• University degree in a related field and recognized professional accounting (CPA) or actuarial designation; or equivalent combination of education and experience 

Given the size and scope of our organization, we have the flexibility for this position to be located in the following head office locations: Toronto, London, Winnipeg. 

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The base salary for this position is between  $70,500 - $129,200 annually.  This represents base salary only and does not represent other variable compensation components of our total compensation ( i.e. annual bonus, commission etc).  If you are selected to move forward in our recruitment process, your recruiter will be able to discuss additional details of our total rewards program with you.

Career opportunities will be open a minimum of 5 business days from the date of posting, closing dates will vary depending on the search activity. All applications received will be reviewed on a rolling basis.

Be your best at Canada Life- Apply today!

Being a part of Canada Life means you have a voice. This is a place where your unique background, perspectives and talents are valued, and shape our future success.

You can be your best here. You’re part of a diverse and inclusive workplace where your career and well-being are championed. You’ll have the opportunity to excel in your way, finding new and better ways to deliver exceptional customer and advisor experiences.

Together, as part of a great team, you’ll deliver on our shared purpose to improve the well-being of Canadians. It’s our driving force. Become part of a strong and successful company that’s trusted by millions of Canadians to do the right thing.

Canada Life serves the financial security needs of more than 13 million people across Canada, with additional operations in Europe and the United States. As members of the Power Financial Corporation group of companies, we’re one of Canada’s leading insurers with interests in life insurance, health insurance, investment and retirement savings. We offer a broad portfolio of financial and benefit plan solutions for individuals, families, businesses and organizations. 

We are committed to providing an inclusive, accessible environment, where all employees and customers feel valued, respected and supported. We are dedicated to building a workforce that reflects the diversity of the communities in which we live, and to creating an environment where every employee has the opportunity to reach their potential. 

It is our priority to remove barriers to provide equal access to employment. A Human Resources representative will work with applicants who request a reasonable accommodation during the application process. All information shared during the accommodation request process will be stored and used in a manner that is consistent with applicable laws and Canada Life policies. To request a reasonable accommodation in the application process, contact talentacquisitioncanada@canadalife.com.

Canada Life would like to thank all applicants, however only those who qualify for an interview will be contacted.

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