Director, Management Equity Finance and Tax - SLC Management

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 $387/US $286 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.

SLC Management, a global institutional asset manager and subsidiary of Sun Life, is seeking a strategic and detail-oriented Senior Director to 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 reporting and communication processes for the management equity plan at SLC Management, collaborating closely with HR and business partners, this role is crucial in ensuring accurate information is provided to senior management on their MEP earnings, tax filings and tax payments.

The candidate will need to understand the differences between limited partnerships, disregarded entities and corporations and demonstrate the ability to learn the different tax treatments applied in the US, Canada and other jurisdictions to different types of entity.

• Support the MD in preparing MEP-related financial commentary based on consolidated accounting earnings and taxable earnings.
• Analyze and reconcile accounting vs. taxable income differences and prepare simplified summaries for internal and external stakeholders.

• Coordinate with external tax advisors to ensure timely and accurate tax filings for all entities in all jurisdictions within the SLC structure. This includes all SLC entities and through partnership structures investments affiliates which are asset managers controlled by SLC.
• Coordinate with SLC Legal team to ensure compliance with corporate and partnership filing and board reporting requirements
• 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 communications and filing approvals.

• 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…