Job Description
Job Description
:The Senior Taxation Specialist is responsible for ensuring compliance with the US Qualified intermediary (QI) agreement and the Canadian Income Tax requirements for the Foreign Tax Compliance Act (FATCA) and Common Reporting Standards (CRS).
As a key member of the GRS Tax team, this role contributes to meeting the income tax compliance and reporting obligations of Sun Life’s Group Retirement Service (GRS) block of business. The Senior Tax Specialist will report to the Director, GRS Taxation.
What will you do?
Prepare all reporting for the QI including 1042 and 945 returns and 1042S, 1099DIV and 1099B slips.
Review all US withholding tax forms (W8/W9 forms) to determine validity of forms.
Ensure tax withholding to the IRS is appropriate.
Manage the Periodic QI Review including collecting the required documentation, providing it to the external reviewer and responding to any queries.
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