Tax Specialist

December 12

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Sun Life

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10,000+ employees

Founded 1865

💸 Finance

Description

• This role is on the Claims Shared Services on the Disability, Absence Finance/Tax Team and will run reporting, answering tax and financial related questions on disability and absence claims. • Be a liaison/QA between claims and central tax/legal/compliance departments. • Running claims reports for other departments and external clients. • Daily Wire Tax Remittance Income Benefit Reports. • Responds to all e-mail and phone inquiries within 48 hours. • Conducts training sessions for new and existing employees. • Maintains high levels of customer service with internal and external clients.

Requirements

• BS/BA degree preferred with a minimum of 3+ years experience. • Tax, Escheatment and Accounting knowledge or experience preferred. • Proficient with Windows and Microsoft applications (MS Excel, MS Access, MS Word). • Ability to work and solve problems independently. • Ability to work independently and part of a team. • Good communication (verbal and written) skills. • Time management skills. • Ability to negotiate and influence others without authority.

Benefits

• Excellent benefits and wellness programs to support the three pillars of your well-being – mental, physical, and financial – including generous vacation and sick time. • Market-leading paid family, parental and adoption leave, a partially-paid sabbatical program. • Medical plans, company paid life and AD&D insurance as well as disability programs and more. • Retirement and Stock Purchase programs to help build and enhance your future financial security including a 401(k) plan with an employer-paid match as well as an employer-funded retirement account. • A flexible work environment with a friendly, caring, collaborative and inclusive culture. • Great Place to Work® Certified in Canada and the U.S. • Named as a “Top 10” employer by the Boston Globe's “Top Places to Work” two years running.