Tax Analyst

Manulife

Job Location:

Boston, MA - USA

Monthly Salary: Not Disclosed

Posted on: 30+ days ago

Vacancies: 1 Vacancy

Job Summary

As a Tax Analyst you will support the tax compliance of mutual fund products by assisting with the preparation and review of complex federal and state tax provisions and returns. Working under manager supervision the position contributes to accurate reporting and adherence to regulatory requirements in a highly regulated environment. It offers handson exposure to endtoend tax processes and the opportunity to deepen expertise in investment and mutual fund taxation.

Position Responsibilities:

Prepare and review complex mutual fund tax provisions audit workpapers and federal state and foreign tax returns.
Analyze portfolio holdings and complex securities (e.g. derivatives partnerships REITs PFICs) and manage related tax treatments and adjustments.
Perform earnings & profits calculations booktotax analyses distribution impacts RIC qualification and shareholder tax reporting (including 1099s).
Collaborate crossfunctionally with Treasury Financial Reporting Investment Operations IT custodians and Portfolio Managers; support system and process improvements.
Support governance and risk management through internal controls tax disclosures fund merger analysis mentoring of analysts and ongoing tax research and strategy recommendations.

Qualifications:

Bachelors degree in Accounting or Finance.
2-4 years prior tax or mutual fund accounting experience necessary.

Ability to understand financial statements and related reports and spreadsheets.
Proficiency in Microsoft Excel use of macros and Word required
Understanding of mutual fund related tax code sections forms and elections and tax adjustments of securities.
Must be able to demonstrate knowledge of standard RIC tax adjustments.
Ability to communicate well across all mediums and with both internal and external relationships.
Organizational skills necessary to meet deadlines prioritize projects and process several projects simultaneously.
Strong analytical skills and ability to work well in a changing environment

When you join our team:

Well empower you to learn and grow the career you want.
We will acknowledge and assist you in an adaptable setting where wellness and diversity go beyond mere words.
As a member of our distributed team well assist you in crafting the future you envision.

The role being advertised is an existing vacancy.

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

Boston Massachusetts

Working Arrangement

Hybrid

Salary range is expected to be between

$61875.00 USD - $103125.00 USD

Employees also have the opportunity to participate in incentive programs and earn incentive compensation tied to business and individual performance. 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. If you are applying for this role outside of the primary location please contact for the salary range for your location.

Manulife/John Hancock 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/401(k) savings plans and a global share ownership plan with employer matching contributions) and financial education and counseling resources. Our generous paid time off program in the U.S. includes up to 11 paid holidays 3 personal days 150 hours of vacation and 40 hours of sick time (or more where required by law) each year and we offer the full range of statutory leaves of absence.

We use data and analytics technologies such as artificial intelligence (AI) and automated processing tools to analyze and process the information you provide to us or third parties in the application process. For more information please refer to our personal information collection statement.

Know Your Rights I Family & Medical Leave I Employee Polygraph Protection I Right to Work I E-Verify

Company: John Hancock Life Insurance Company (U.S.A.)

Required Experience:

As a Tax Analyst you will support the tax compliance of mutual fund products by assisting with the preparation and review of complex federal and state tax provisions and returns. Working under manager supervision the position contributes to accurate reporting and adherence to regulatory requirement...