## About 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$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. ## The Opportunity We are seeking a Director, Management Equity Finance and Tax to support the financial and tax operations of our 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. ## What You Will Do **Financial Reporting & Analysis** – 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 Ro. W. Analyze and reconcile accounting vs. taxable income differences and prepare simplified summaries for internal and external stakeholders. **Tax Compliance & Advisory** – 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. **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 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. **Process Optimization** – Contribute to the development and implementation of streamlined reporting and communication processes. Systems have already been selected and are being implemented, you must ensure systems generate synergies. Identify opportunities to enhance the efficiency and accuracy of tax provision and settlement workflows. ## Who We're Looking For - CPA or equivalent designation strongly preferred. - 8+ years of experience in finance or tax roles, ideally within asset management or financial services and ideally with a strong tax component to their work. - Strong curiosity, desire to learn and resilience - this is a multi-disciplinary role requiring understanding of finance, tax and legal structures across different jurisdictions (mainly US and Canada but also others, particularly the UK). - Experience working with tax-transparent entities and the tax reporting associated with them is a strong benefit. - Strong understanding of tax-to - IFRS differences and legal entity structures. - Excellent analytical, communication, and stakeholder management skills. ## Compensation and Benefits The base salary range for this Director-level role is $110,000–$150,000 CAD. The upper end of the posted range reflects compensation levels applicable to Senior Director roles. In addition, you'll enjoy 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 maternity, parental and adoption leave top up program, a partially-paid sabbatical program and much more. Pension, stock and savings programs with an employer-paid match to help build and enhance your future financial security. A flexible work environment with a friendly, caring, collaborative and inclusive culture focused on career growth development. The opportunity to move along a variety of career paths with amazing networking potential. Award winning workplace culture - Great Place to Work® Certified in Canada and the U.S., “Best Places to Work” by Glassdoor, Award for Excellence for Mental Health at Work, “Best Places to Work in Money Management” by Pension & Investments. ## Work Arrangement 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. This role is based in Toronto, Ontario. ## Additional Requirements SLC Management is a regulated business, and this means that there are certain financial reporting and trading preclearance requirements for all employees. Successful candidates will be required to declare personal investment accounts and securities investments as well as seek preclearance on future transactions including those of household members.