Director, Management Equity Finance and Tax

Overview

SLC Management is a growing global asset management firm providing innovative and diversified investment solutions to institutional investors. We work with more than 1400 organizations and have over CA $422/US $304 billion in assets under management (AUM). As a subsidiary of Sun Life, we benefit from the stability and strength of that relationship. We are a performance-driven organization with a development-focused, inclusive culture anchored in our Core Values: client obsessed, valuing each other, acting with speed and having an owner’s mindset.

We offer a rewarding work environment with opportunities for growth, where you will be empowered to meet the challenges of a highly competitive landscape. Visit our website to learn more and for the most up-to-date AUM information.

SLC Management offers a mix of in-office and virtual work where employees are empowered to do their best. Generally, employees are expected to work three or more days in-office each week with flexibility depending on business, client and team needs.

Job Description:

As a Director, Management Equity Finance and Tax you will support the financial and tax operations of the Management Equity Plan (MEP). This role ensures 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 MEP.

An understanding of the different tax treatments for flow-through entities (such as partnerships/LLCs), corporations, and hybrid entities will be key. The MEP is complex and will require close collaboration with internal and external partners to ensure information and tax filings are delivered in an efficient and well-controlled environment.

• 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 information from them to SLC for financial and personal tax reporting purposes.
• Coordinate with SLC Legal team to ensure compliance with corporate and partnership filing, board reporting requirements and to ensure the outsourced tax compliance firm receives all necessary information efficiently.
• Support the tax settlement process and partner with SLC and Corporate Treasury on timing and 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 data needs and develop a robust data repository to efficiently share information among 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.

• CPA or equivalent designation strongly preferred.
• 8+ years of experience in finance or tax roles, ideally within asset management or financial services, with strong tax competencies.
• Solid understanding of US tax system principles 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.
• For US applicants, the base salary range is $128.6k - $192.4k.

• Opportunity to work for a growing global institutional asset manager.
• Excellent benefits and wellness programs to support mental, physical and financial well-being, including generous vacation and sick time, maternity, parental and adoption leave top-up programs, a partially-paid sabbatical program and more.
• Pension, stock and savings programs with an employer-paid match.
• A flexible work environment with a friendly, caring, collaborative and inclusive culture focused on career growth and development.
• The opportunity to move along a variety of career paths with strong networking potential.
• Award-winning workplace culture – Great Place to Work Certified in Canada and the U.S., recognition from Glassdoor, and awards for mental health at work, among others.

SLC Management is a regulated business and requires preclearance for certain financial reporting and trading activities. Successful candidates may need to declare personal investment accounts and securities…