Manager, Tax

2 months ago


Boston, United States Manulife and John Hancock Full time

We are a leading financial services provider committed to making decisions easier and lives better for our customers and colleagues around the world. From our environmental initiatives to our community investments, we lead with values throughout our business. To help us stand out, we help you step up, because when colleagues are healthy, respected and meaningfully challenged, we all thrive. Discover how you can grow your career, make impact and drive real change with our Winning Team today.

Working Arrangement

Hybrid

Job Description

The opportunity

This Manager, Tax position will be responsible for providing tax support to the Private Equity Infrastructure Unit. This will include working closely with the Infrastructure tax team as well as the Business Unit on all tax related matters for existing and future Funds such as managing and reviewing all Federal and State Income tax filings, assisting in the preparation and reviewing tax provisions and related disclosures, performing tax research on technical matters, assisting tax legal where applicable, calculate and report tax withholding, providing tax related information to investors including estimates, work with internal and external auditors, manage external service providers, manage information with respect portfolio companies and calculate and report carry. This role will also be involved with new strategic initiatives and participate in resolving complex technical issues for the assigned area.

  • Federal and State Tax Returns
    • Manage and review federal and state income tax returns, supporting documentation, and disclosures. Including federal and state extensions and payments.
    • Assists with technical review of transactions.
    • Assists with tax law change analysis.
  • International Tax Compliance:
    • Manage and review information related to VAT tax, and other foreign filings when applicable.
  • Tax Withholding and reporting
Manage the indirect reporting process which includes:
  • Collecting and working with outside vendor to vet withholding tax documents
  • Calculate withholding and provide information to infrastructure operations team.
  • Provide answers to Investor questions promptly.
  • Work with outside vendor to produce and report year end filing requirements (1042S)
  • Provisions: Assist in the Review of Fund tax provisions including monitoring state tax rates.
  • State related accruals, and state inquiries and audits where applicable
  • Administration: provide tax fee budgets to operations team as well as review and manage the payment of external fees.
  • Goal setting & delivering results:
    • Participates in strategic and tactical goal setting for the group and is accountable for delivering results.
    • Responsible for performance-management related activities, such as goal setting, monitoring goal completion, on-going coaching, performance appraisals, etc.
    • Participates in ongoing professional education.


What motivates you?
  • You obsess about customers, listen, engage and act for their benefit.
  • You think big, with curiosity to discover ways to use your agile approach and enable business outcomes.
  • You thrive in teams and enjoy getting things done together.
  • You take ownership and build solutions, focusing on what matters.
  • You do what is right, work with integrity and speak up.
  • You share your humanity, helping us build a diverse and inclusive work environment for everyone.
What we are looking for
  • Bachelor's degree in accounting or finance required.
  • Master's degree in Tax or commensurate education / experience desired
  • C.P.A. (Certified Public Accountant) or similar designation
  • 5+ years of tax experience with at least 5+ years dealing with corporate and partnership tax or relevant issues. Supervisory experience preferred.
  • Advanced proficiency of financial accounting, reporting, and compliance, computation of Federal taxable income and Federal tax, industry specific tax rules, taxation of transactions, state, local taxation concepts and procedures, understanding of technology that supports all tax functions, partnership concepts and tax matters.
  • Knowledge in private equity structures is required.
  • Advanced organizational, communication and collaboration skills
  • Proficiency with managing various workstreams and deadlines simultaneously.
  • Effectively uses experience and business knowledge to solve problems and contribute to organizational goals.
  • Advanced research skills, solves problems independently.
Decision Authorities:
  • Empowered to prepare, analyze, and review assigned tax filings, provisions and various other tax calculations and is accountable for delivering accurate and timely results.
  • Review and sign-off on check and e-treasury requests
  • Participates in strategic and tactical goal setting for specific projects and is accountable for delivering results.
  • Provide updates to Tax and Business Leadership
  • Empowered to make decisions on and responsible for tax operational requirements.
What can we offer you?
  • A competitive salary and benefits packages.
  • A growth trajectory that extends upward and outward, encouraging you to follow your passions and learn new skills.
  • A focus on growing your career path with us.
  • Flexible work policies and strong work-life balance.
  • Professional development and leadership opportunities.
Our commitment to you
  • Values-first culture
    We lead with our Values every day and bring them to life together.
  • Boundless opportunity
    We create opportunities to learn and grow at every stage of your career.
  • Continuous innovation
    We invite you to help redefine the future of financial services.
  • Delivering the promise of Diversity, Equity and Inclusion
    We foster an inclusive workplace where everyone thrives.
  • Championing Corporate Citizenship
    We build a business that benefits all partners and has a positive social and environmental impact.


#LI-JH

#LI-Hybrid

About Manulife and John Hancock

Manulife Financial Corporation is a leading international financial services group that helps people make their decisions easier and lives better. With our global headquarters in Toronto, Canada, we operate as Manulife across our offices in Asia, Canada, and Europe, and primarily as John Hancock in the United States. We provide financial advice, insurance, and wealth and asset management solutions for individuals, groups and institutions. At the end of 2022, we had more than 40,000 employees, over 116,000 agents, and thousands of distribution partners, serving over 34 million customers. At the end of 2022, we had $1.3 trillion (US$1.0 trillion) in assets under management and administration, including total invested assets of $0.4 trillion (US $0.3 trillion), and segregated funds net assets of $0.3 trillion (US$0.3 trillion). We trade as 'MFC' on the Toronto, New York, and the Philippine stock exchanges, and under '945' in Hong Kong.

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.

Salary & Benefits

The annual base salary for this role is listed below.

Primary Location
Boston, Massachusetts

Salary range is expected to be between
$86,325.00 USD - $155,385.00 USD

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/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.

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

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