Manager Information Services

CWAM Taxation is responsible for segregated fund taxation client reporting and support, tax withholding, remittance and balancing activities. The Taxation team is encouraged to have extensive knowledge of both Investments and Taxation to fulfill its mandate, to ensure accurate and timely tax reporting to clients invested in our Canadian products. The team also uses its expert knowledge to support new product development and changes in legislative requirements.

Reporting to the Director, the Manager Investment Information Services will be accountable for leading multiple taxation support systems and administrators, as well as the oversight of the segregated fund taxation process to ensure accurate and timely tax reporting for clients invested in our Canadian investment products. This is an opportunity for people management, both direct and indirect, capacity to affect change, forge business relationships, and succeed with a highly accomplished team in an encouraging environment.

Position Responsibilities:

• Manage the internal taxation systems environment ensuring compliance with applicable tax legislation and associated risk management

• Oversee the segregated fund taxation framework and annual income allocation process

• Provide technical knowledge to support the team, operational projects, systems development, and critical initiatives

• Consult and recommend solutions to complex business problems and strategic opportunities

• Implement changes and improvements in procedures, methods, systems and workflow

Required Qualifications:

• 8+ years’ experience with investment funds, taxation, or systems environments

• Accounting designation (CMA, CA, CGA, CPA)

• Understanding of the Investment Funds Industry

• Experience with SQL Server or comparable database environment

• Ability to supervise subject matter experts

• Handle vendor relationships

Preferred Qualifications:

• Strong analytical and inquiry skills to understand operational issues and constraints

• Ability to work with minimum supervision but in line with team objectives

• Effectively communicate ideas and recommendations while considering viewpoints of partners or team members

• Work in an efficient manner and respect timelines

• CICA In-depth Tax Course or Investment Industry courses/designations would be an asset

• Able to work overtime during peak periods

The successful candidate will be required to communicate in English and French in order to support clients from various jurisdictions outside of Quebec.

When you join our team:

• We’ll empower you to learn and grow the career you want.

• We’ll recognize and support you in a flexible environment where well-being and inclusion are more than just words.

• As part of our global team, we’ll support you in shaping the future you want to see.

About Manulife and John Hancock

Manulife Financial Corporation is a leading international financial services provider, helping people make their decisions easier and lives better. To learn more about us, visit https://www.manulife.com/en/about/our-story.html.

Manulife is an Equal Opportunity Employer

At Manulife/John Hancock, we embrace our diversity. We strive to attract, develop and retain a workforce that is as diverse as the customers we serve and to foster an inclusive work environment that embraces the strength of cultures and individuals. We are committed to fair recruitment, retention, advancement and compensation, and we administer all of our practices and programs without discrimination on the basis of race, ancestry, place of origin, colour, ethnic origin, citizenship, religion or religious beliefs, creed, sex (including pregnancy and pregnancy-related conditions), sexual orientation, genetic characteristics, veteran status, gender identity, gender expression, age, marital status, family status, disability, or any other ground protected by applicable law.

It is our priority to remove barriers to provide equal access to employment. A Human Resources representative will work with applicants who request a reasonable accommodation during the application process. All information shared during the accommodation request process will be stored and used in a manner that is consistent with applicable laws and Manulife/John Hancock policies. To request a reasonable accommodation in the application process, contact recruitment@manulife.com.

Referenced Salary Location

Salary range is expected to be between

If you are applying for this role outside of the primary location, please contact recruitment@manulife.com for the salary range for your location. The actual salary will vary depending on local market conditions, geography and relevant job-related factors such as knowledge, skills, qualifications, experience, and education/training. Employees also have the opportunity to participate in incentive programs and earn incentive compensation tied to business and individual performance.

Manulife offers eligible employees a wide array of customizable benefits, including health, dental, mental health, vision, short- and long-term disability, life and AD&D insurance coverage, adoption/surrogacy and wellness benefits, and employee/family assistance plans. We also offer eligible employees various retirement savings plans (including pension and a global share ownership plan with employer matching contributions) and financial education and counseling resources. Our generous paid time off program in Canada includes holidays, vacation, personal, and sick days, and we offer the full range of statutory leaves of absence. If you are applying for this role in the U.S., please contact recruitment@manulife.com for more information about U.S.-specific paid time off provisions.