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 scenariosReview marketing materials and proposed product tax solutionsExplain tax implications to business leaders and senior leadershipAssess investment products and structures for optimization opportunitiesKeep leaders informed through industry groups and policy discussionsRequirements:
CPA designation or equivalent education and experienceSix to nine or more years of relevant experienceKnowledge of financial institutions and benefit plansUnderstanding of group insurance, investment products, and tax complianceAbility to articulate legislation and reach logical opinionsApply your Canadian taxation knowledge, analytical thinking, and influence to guide compliant insurance products and business initiatives.
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