Bilingual Tax Operations Representative

Manulife; Halifax; Hybrid; CAD 50,000 - 85,000; Full time

Job summary

A leading financial services provider in Canada is seeking a Bilingual Tax Operations Representative in Halifax. The ideal candidate will have exceptional customer service skills in both French and English, demonstrated technical abilities, and experience in handling complex customer inquiries. This role involves supporting clients with individual insurance taxation and is essential for maintaining service excellence. Competitive salary and benefits offered.

Benefits

Competitive salary

Comprehensive benefits package

Retirement savings plans

Paid time off program

Qualifications

• Proven experience in a fast-paced customer service environment.
• Self-starter with the ability to work with minimal supervision.
• Ability to learn and understand basic Tax concepts.

Responsibilities

• Provide exceptional customer service to policyholders and agents.
• Respond to inquiries and deliver proactive solutions.
• Meet daily service level agreements with high accuracy.

Skills

Bilingual (French/English)

Customer service experience

Strong technical skills

Ability to navigate multiple systems

Emotional intelligence

Tools

Excel

Job description

Overview

The Tax Operation team is seeking a Bilingual Tax Operations Representative to join our dynamic team. The ideal candidate will thrive in a fast-paced environment, possess strong technical abilities, and demonstrate agility in handling customer inquiries. Our team values empathy and seeks individuals who are passionate about helping others. We believe in empowering employees to take initiative and grow within the company. Reporting to the Manager of Tax Operations, this person is primarily responsible for handling advisors and customer calls for transactions relating to individual insurance taxation with various levels of complexity.

Position Responsibilities

• Provide exceptional customer service to policyholders, agents, and other collaborators in both French and English languages through outbound calls and emails
• Respond to customer inquiries, assess issues, and deliver detailed, proactive solutions
• Meet daily service level agreements with high accuracy
• Demonstrate emotional intelligence and understanding in all interactions to build positive relationships with customers and advisors
• Contribute to the success of the Tax team by supporting additional tasks and initiatives as assigned

Required Qualifications

• Fully bilingual (French/English): The successful candidate will be required to communicate in English and French in order to support clients from various jurisdictions outside of Quebec
• Proven experience working in a fast-paced customer service environment. A minimum of 3 years of experience in a similar role is preferred
• Self-started with ability to work with minimal direct supervision
• Strong technical skills and ability to navigate multiple computer systems and software applications
• Ability to learn and understand basic Tax concepts
• Ability to shift quickly and adapt to change
• Ability to work in a fast-paced environment

Preferred Qualifications

• Ability to learn new software/system applications quickly
• Demonstrates initiative, attention to detail, and decision-making skills
• Strong interpersonal skills and verbal and written communication skills
• Solid problem-solving skills
• Ability to respond positively and constructively to challenges and opportunities
• Organizational skills and ability to multitask
• Routinely demonstrate ownership and accountability of all requests in a proactive rather than reactive manner
• Proficient in Excel (Pivot tables, VLOOKUPs, sorting and handling large amounts of data)

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 the Manulife website: 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 [e-mail]

Salary and Location

Referenced Salary Location

Montreal, Quebec

Working Arrangement

Hybrid

Salary range is expected to be between

$50,700.00 CAD - $84,500.00 CAD

If you are applying for this role outside of the primary location, please contact [e-mail] 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 [e-mail] for more information about U.S.-specific paid time off provisions.