Empire Vie · 1 month ago
Senior Financial Analyst Policy Tax
United States
Full-time
Remote
Mid, Senior Level
$87K/yr - $136K/yr
3+ years expEmpire Life is a medium-sized Canadian company in a stable industry that is rapidly transforming. They are seeking a Senior Financial Analyst Policy Tax to play an integral role in reshaping the Policyholder Tax processes, requiring initiative, curiosity, and adaptability while ensuring compliance with tax legislation.
Insurance
Responsibilities
Prepare and review the monthly and annual reconciliations of tax accounts
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
Proactively drive day-to-day workflows while aggressively pursuing and implementing automation opportunities, acting as an agent of change within the team
Document current-state policyholder tax processes and translating calculation logic into standardized templates
Assist in UAT and data validation
Continuously review and identify areas of improvement in policies and procedures, challenging the status quo to ensure they are consistent and compliant with tax legislation, regulatory requirements and industry practices.Lead, and/or oversee departmental projects
Collaborate with other business units and departments on special project work and participate in departmental projects as required
Act as a subject matter expert for the annual year-end tax process, taking the lead on supporting and driving tax-related system changes
Act as a technical escalation point for situations relating to taxation issues to ensure compliance through accurate and timely reporting to regulatory bodies
Provide technical and research support to ensure Empire Life is compliant with federal, provincial, local and applicable foreign and domestic tax laws and regulations
Maintain process control inventories and ensure compliance with internal controls
Qualification
Required
3+ years of experience with Canadian tax
Knowledge of insurance/risk and wealth products, including universal life, whole life, term life and policyholder tax
Proficiency with Unitrax and Product knowledge is a must
Knowledge of Canadian corporate tax legislation and experience conducting tax research
Completion of a university degree with courses in accounting, finance, taxation, audit, management and business administration
Strong proficiency with Excel tools (Advanced Excel, Modelling, Power Query)
Go-Getter Mindset: High degree of initiative, curiosity, and drive. Proven ability to operate as a self-starter who anticipates challenges and proactively proposes solutions
Experienced in working with data as well as transformation or implementations of system
Ability to prioritize and manage multiple tasks with minimal supervision and oversight
Effective oral and written communication
Key competencies include initiative, judgment, analytical thinking, problem solving and decision making. Core competencies include process mapping and workflow documentation
The incumbent must have well-developed organizational skills and great attention to detail/accuracy
Preferred
Chartered Professional Accountant (CPA) designation, an asset
FLMI designation 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