Student, ISO Taxation Associate (Winter 2025)

at  Sun Life

Our student and new graduate programs offer a chance to explore Sun Life from the inside. You’ll make a difference in the lives of our customers and communities, while building the skills and experience that allow you to grow in a meaningful and rewarding way.

JOB DESCRIPTION:

Let’s start by letting you know which area we are hiring for which is Individual Insurance Operations. We directly support Advisors and Clients with Life Insurance, Health Insurance, Guaranteed Savings and Retirement products. Our ‘world’ is focused on providing accurate and timely tax reporting and calculations for Advisors, Clients and our internal business partners.

Now that you know the ‘where’, let’s talk more about what you will be doing here. As an Associate on our In Force Taxation team, you will:

• Learn complex tax rules and how they apply to our products and procedures.
• Calculate policy tax values to deliver on the requestor’s needs.
• Develop knowledge of our products and our systems to understand the nuances to consider and what to look out for when processing requests.
• Use your attention to detail and time management skills to deliver requests accurately and efficiently.
• Leverage your problem-solving skills to identify opportunities to improve our processes or do something differently.
• Use your experience of providing great service to delight our Advisors and Clients