Empire Vie · 1 month ago
Intermediate Financial Analyst Policy Tax
United States
Full-time
Remote
Entry, Mid Level
$76K/yr - $122K/yr
2+ years expEmpire Life is a medium-sized Canadian company in a stable industry that is rapidly transforming. They are looking to hire an Intermediate Financial Analyst Policy Tax to join their Tax team, where the main responsibilities include preparing and reviewing tax account reconciliations, ensuring accurate policyholder tax reporting, and supporting the annual tax process.
Insurance
Responsibilities
Prepare and review monthly and annual reconciliations of tax accounts
Prepare remittances to the CRA and MRQ for Federal, Provincial, and Non-Resident tax accounts, and assist with associated reconciliations
Ensure the accurate completion of complex policyholder tax reporting for investor accounts (e.g., customer tax slips, RRSP contribution receipts, TFSA filing) and government filings
Support the annual estate settlement process
Review and validate calculations of taxable gains on dispositions and support other non-system activities to ensure policyholder tax compliance
Investigate and respond to policyholder tax inquiries, escalating complex issues to the Senior Analyst or Manager promptly
Support the annual year-end tax process and assist with testing for tax-related system changes and certifying the slips with the government
Participate in creating and modifying policies and procedures to ensure they are consistent and compliant with tax legislation
Propose efficiencies and improvements to current tax department practices and participate in departmental projects, collaborating with other business units and be ready to take on challenges and help fill in gaps for other team members as needed
Document current state policyholder tax processes and translate calculation logic into standardized templates
Assist in UAT and data validation
Maintain process control inventories while ensuring compliance with internal control policies and established procedures
Qualification
Required
Completion of a university degree with courses in accounting, finance, taxation, or business administration, or a college diploma with substantial relevant experience
2+ years' experience in insurance, financial services and/or taxation
Advanced analytical and technical skills: Intermediate to advanced Excel skills including excel modeling and power query, as required
Knowledge of Canadian corporate tax legislation and experience conducting tax research
Knowledge of CRA guidelines, taxation, individual life insurance and investment products, including segregated funds
Have an inquisitive mind and the drive to contribute beyond day-to-day operations, taking on complex challenges and projects
Core skills and competencies: Process mapping, workflow documentation, attention to detail/accuracy, well-developed organizational skills and knowledge of operational processes
Well-developed communication skills (verbal and written)
Ability to conduct research, think logically, analyze and/or solve problems
Excellent attention to detail/accuracy
Ability to handle confidential information
Ability to work independently and collaboratively within the team and/or with other business units
Language proficiency in English is required for communicating with customers, advisors, or employees across Canada
Preferred
Proficiency with Empire Life E-Capsil, Ingenium, C-Capsil and Unitrax systems is an asset
Reconciliation skills an asset
Bilingualism (English/French) is an asset
Working towards one of FLMI, ACS or AIAA is an asset
Benefits
Competitive salaries with annual pay increases
Annual bonus program, which recognizes both strong company performance and individual contributions, for non sales positions
Competitive uncapped commission, for sales positions
A comprehensive employer-funded benefits package starting from day one of employment, that includes life insurance, disability, health and dental and a generous health account
Flexible work arrangements and an annual allotment of personal health days.
Four weeks annual vacation from hire date
A defined contribution pension plan with generous employer matching
Top up programs for parental leave and compassionate leave
Employer-sponsored wellness and recognition programs
A cash employee referral program
Company
Empire Vie
L’Empire, Compagnie d’Assurance-Vie (Empire Vie) est une société fièrement canadienne en activité depuis 1923.
1001-5000 employees
Funding
Current Stage
Late StageCompany data provided by crunchbase