Tax Specialist Segregated Funds
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Job Location:
Monthly Salary:
Posted on:
30+ days ago
Vacancies:
1 Vacancy
Job Summary
Our Canadian Segment Taxation Operations team is seeking a detail-oriented Taxation Specialist with strong communication skills and knowledge of Segregated Fund products or tax processes. Reporting to the Manager Tax Operations youll be responsible for accurate tax slip creation via the Divisional Tax Database (DTD) and handling complex client and Advisor inquiries. This role offers exposure to a wide range of products and the opportunity to build interdepartmental relationships while contributing to client reporting and resolving policy-level tax discrepancies. Please note that this position does not qualify towards CPA hours requirements.
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:
Ability to work independently with minimal supervision.
Strong decision-making and problem-solving skills.
High attention to detail and organizational skills.
Strong mathematical proficiency
Knowledge of Segregated Fund Products (Asset)
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 Quebec proficiency in both languages will be required to support clients from various provinces outside of Quebec
When you join our team:
Well empower you to learn and grow the career you want
Well recognize and support you in a flexible environment where well-being and inclusion are more than just words
As part of our global team well 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 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 .
Referenced Salary Location
Waterloo OntarioWorking Arrangement
Salary range is expected to be between
$42825.00 CAD - $71375.00 CADIf you are applying for this role outside of the primary location please contact 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 for more information about U.S.-specific paid time off provisions.
Required Experience:
IC
Key Skills
- Tax Experience
- Accounting Software
- GAAP
- QuickBooks
- Accounting
- Sage
- Account Reconciliation
- Analysis Skills
- Research Experience
- SOX
- Microsoft Excel
- Financial Analysis
About Company
Manulife is a leading financial services group. We provide financial advice, insurance, as well as wealth and asset management solutions for individuals, groups and institutions.
