Insurance Tax Strategy Director

Shape tax-effective insurance solutions at Canada Life through product taxation leadership, research, and consultation. This permanent full-time position supports strategic business decisions.

As Director, Product Taxation, you will guide complex taxation matters affecting product design, distribution strategies, and client solutions. You will partner with cross-functional teams across the Insurance Solutions Division. Your advice will help identify risks, interpret Canadian legislation, and support compliant, market-relevant initiatives.

Key Responsibilities:

• Provide research and consultation on complex tax queries and scenarios
• Review marketing materials and proposed product tax solutions
• Explain tax implications to business leaders and senior leadership
• Assess investment products and structures for optimization opportunities
• Keep leaders informed through industry groups and policy discussions

Requirements:

• CPA designation or equivalent education and experience
• Six to nine or more years of relevant experience
• Knowledge of financial institutions and benefit plans
• Understanding of group insurance, investment products, and tax compliance
• Ability to articulate legislation and reach logical opinions

Apply your Canadian taxation knowledge, analytical thinking, and influence to guide compliant insurance products and business initiatives.

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