Tax Specialist - Segregated Funds

Our Canadian Segment Taxation Operations team is currently looking for an individual with excellent interpersonal skills and knowledge of our Segregated Fund products or tax processes to join our team as a Taxation Specialist.

Taxation Operations not only focuses client reporting to the Canadian Division business units and responds to client related Inquiries but also has the expertise to diagnose and solve policy level taxation discrepancies. Reporting to the Manager, Tax Operations, the primary responsibility of the incumbent will be the accurate creation and timely submission of tax slips using the Divisional Tax Database (DTD). You will also manage a variety of client and Advisor inquiries and transaction reporting with varying levels of complexity.

This role provides an opportunity to gain knowledge of the wide range of products and hone your complex case and interdepartmental relationship building skills. Tax Operations have insight and impact in customer and advisor relationships through interactions with all business areas.

Position Responsibilities:

• Manage and prioritize work assignments primarily received through the Automated Work Distribution (AWD) System

• Generate tax slips using the Divisional Tax Database (DTD) for death claim settlements on Segregated Fund Registered Products

• Accurately review and process transactions in a timely manner

• Deliver exceptional service to internal and external clients via email, phone, and written correspondence

• Research and analyze inquiries to provide effective, timely resolutions.

• Plan and execute manual year-end tax reporting requirements

• Collaborate with cross-functional teams across multiple locations to manage dynamic volumes and meet service standards

Required Qualifications:

• College diploma or equivalent work experience

• Ability to work independently with minimal supervision

• Strong decision-making and problem-solving skills

• High attention to detail and organizational skills

• Strong mathematical aptitude

• Excellent verbal and written communication abilities

• Ability to adapt positively to change and challenges

Preferred Qualifications:

• Bilingualism (English and French) is an asset. If the successful candidate is in Québec, proficiency in both languages will be required to support clients from various provinces outside of Quebec

• Knowledge of Segregated Fund Products (Asset)

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.