Job Description
At Equitable, we believe work should be a place where you feel supported, inspired, and empowered to grow. In our caring and collaborative environment, your curiosity is encouraged, your passion is recognized, and your contributions truly matter. Together, we create meaningful impact, for our clients, our communities, and each other.
The Opportunity: At Equitable, we believe great things happen when we work together. We’re a Canadian mutual company driven by purpose - putting people first and helping Canadians protect today and prepare for tomorrow. If you’re passionate about making a difference and growing your career in an inclusive and collaborative environment, we’d love to hear from you. Our culture is built on care, passion and curiosity. We put people above all else, strive to be our best and welcome new ideas to deliver positive outcomes.
As a Senior Financial Analyst, Corporate Tax, you will play a key role in supporting the organization’s tax compliance, reporting, and advisory functions. This opportunity puts you at the forefront of ensuring regulatory compliance, strengthening tax processes, and providing strategic insights that support sound financial decision-making. You will partner across the business, contribute to continuous improvement initiatives, and help ensure the organization remains aligned with evolving tax legislation and reporting requirements.
Join one of the region’s top employers and be part of something that truly makes a difference.
Work Arrangements: This is a hybrid role. You will work in our office in Waterloo, ON a minimum of two (2) assigned, consecutive days every other week, plus a fifth (5th) assigned day per month. You are welcome to work from the office more than the minimum requirement and there may be some roles that are required to work in our office more than the minimum requirement.
What you’ll do:
• Ensure all corporate tax compliance requirements are completed accurately and on time, including filings and remittances for federal and provincial jurisdictions
• Prepare tax schedules and returns, including corporate income tax, insurance premium tax, GST/HST, PST, and Investment Income Tax (IIT)
• Support quarterly and year-end tax provisions, including determining taxable income for parent and subsidiary entities
• Monitor and interpret changes in tax legislation, assess business impacts, and communicate implications to key stakeholders
• Assist with internal and external audits, including tax provision audits and government (CRA/provincial) reviews
• Respond to audit queries, prepare supporting documentation, and liaise with tax authorities as required
• Provide guidance and support to business units and corporate functions on tax-related matters
• Develop and maintain tax models, analyses, and reporting tools to support decision-making
• Identify opportunities to automate and improve processes, enhance controls, and reduce operational risk
• Support implementation of financial reporting changes and updates to tax accounting policies
• Ensure documentation of procedures, controls, and account reconciliations is complete and up to date
• Participate in tax planning and recovery initiatives and contribute to research on complex tax issues
• Review tax assessments for accuracy and manage amendments, objections, or appeals where necessary.
What you’ll bring:
• CPA designation (or international equivalent)
• Completion of CPA In-Depth Tax (Parts I & II) is considered an asset
• Post-secondary education in accounting, finance, or business administration
• Minimum 3+ years of relevant tax experience; experience in life insurance or financial services is an asset
• Strong knowledge of tax accounting, reporting, and compliance requirements
• Ability to interpret and apply tax legislation and communicate implications clearly to stakeholders
• Analytical mindset with the ability to assess complex issues and provide practical recommendations
• Experience supporting audits and working with regulatory bodies
• Strong attention to detail with a focus on accuracy and timeliness
• Ability to build relationships and collaborate effectively across business units
• Continuous improvement mindset with interest in leveraging automation and data analytics
What’s in it for you:
• Career Growth: Regular learning sessions and development opportunities
• Total Rewards: Incentive pay, annual salary reviews, employer-paid benefits and pension matching
• Time Away: Competitive vacation plus one paid volunteer day each year
• Flexibility: Healthy work-life balance with employee wellness always top of mind, complemented by a “dress for your day” approach
At Equitable, we’re committed to fair pay and an inclusive, accessible hiring experience. If you need accommodations or alternative formats at any stage, just reach out to us at careers@equitable.ca, we’re happy to help.
Your base pay will be based on your skills, qualifications, experience, and education. In addition to your salary, this role is eligible for a discretionary annual incentive award tied to business performance, plus a wide range of competitive benefits.
If you’re selected to move forward, our Talent Acquisition team will walk you through all the details of our total rewards program, so you know exactly what’s included.
Reports To: AVP, Taxation
Department: Corporate Taxation
Term: Permanent Full-Time
This position is open and we are excited to find the right person to join our team.
As part of the recruitment process, you will need to go through background screening, as per our company policy.
#LI-Hybrid
