Director, Management Equity Finance and Tax

SLC Management is a growing global asset management firm providing innovative and diversified investment solutions to institutional investors. We are breaking new ground with a full spectrum of solutions for a growing institutional client base of more than 1400 organizations. Our history of organic and strategic growth reflects this commitment with over CA $422/US $304 billion in assets under management (AUM).

As a subsidiary of Sun Life, we are aligned with one of the world’s leading financial services companies, and benefit from the stability and strength of that relationship.

We are a performance-driven organization with a deliberate focus on fostering a development-focused, inclusive culture revolving around our Core Values of being client obsessed
, valuing each other
, acting with speed and having an owner’s mindset
. As part of our team, you play a role in fulfilling our purpose and making a difference. We offer a rewarding work environment that is filled with opportunity 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 our 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 their business, client and team needs.

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. The ideal candidate will support the development and implementation of robust reporting and communication processes, within tight deadlines, for the management equity plan at SLC Management.

The role will ensure that management receive the information they need to complete their personal tax obligations arising from the MEP program and that the Sun Life group receives the information it needs for corporate tax purposes. As the MEP is complex, the role will require close collaboration with internal and external business partners to ensure the required information and filings are delivered in an efficient and well-controlled environment.

An understanding of the different tax treatments for flow through entities (such as partnerships/LLCs), corporations and hybrid entities will be an advantage in being able to deliver in this role.

• Develop deep understanding of the drivers of income vs taxable income for individuals and corporates in the SLC group to support the MD in preparing MEP-related financial commentary based on taxable income and distributions across the US, Canada and RoW.
• Analyze and reconcile accounting vs. taxable income differences and prepare simplified summaries for internal and external stakeholders.

• Coordinate with internal and external tax advisors and operational tax teams to ensure timely and accurate tax filings and payments, on behalf of, or to individuals, including US state composite returns for Non-Residents, PTET elections.
• Ensure information from SLC affiliates and corporate entities are properly accurate and complete to enable both corporate tax and personal tax reporting purposes.
• Support the tax settlement process and partner with SLC and Corporate Treasury on the timing and amount of cash needs.

• 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.

• Contribute to the development and…