Senior Tax Analyst

Manulife; Southwestern Ontario; Hybrid; CAD 71,000 - 120,000; Full time

Job summary

A leading financial services company is seeking a dedicated tax professional for its Canadian Investment Fund Taxation team. Responsibilities include tax compliance for investment funds, supporting fund distributions, and reviewing tax returns. This role requires strong analytical skills and a passion for process improvement. Candidates with a CPA designation and experience in taxation are preferred. The position supports a hybrid work environment and offers a competitive salary range of CAD 71,925 to CAD 119,875.

Benefits

Health and dental benefits

Flexible working environment

Retirement savings plans

Qualifications

• Curiosity and an agile approach to enable business outcomes.
• Ownership of tasks focusing on process improvement.
• Interpersonal skills to promote a diverse work environment.

Responsibilities

• Support team on fund distributions and allocations.
• Review Canadian tax returns and notices.
• Perform monthly monitoring on investment funds.

Skills

Analytical skills

Problem-solving

Teamwork

Education

CPA designation

Relevant experience in taxation

Tools

Microsoft Excel

Power BI

Alteryx

Job description

Overview

The Canadian Investment Fund Taxation team is responsible for the income tax compliance for all Manulife Canadian investment funds, including mutual funds (including ETFs), institutional pooled funds and private market partnership funds. We also provide tax advisory services to the business on fund initiatives, including new fund launches, fund mergers and terminations, and structured products. The key accountability of this role is to ensure timely and accurate compliance reporting to the tax authorities. This role provides the opportunity to gain knowledge and grow in experience within Canadian Investment Fund Taxation.

Position Responsibilities

• Supporting the team on fund distributions and allocations
• Reviewing Canadian trust, corporation, and partnership tax returns and notices of assessment
• Performing monthly monitoring on investment funds to prevent adverse tax consequences
• Reviewing and completing documentation for fund investments in foreign markets
• Reviewing withholding tax rates applied by fund custodians
• Supporting internal and external tax audits
• Maintenance of investment fund lists
• Analysis to support recommendations on fund launches, mergers, and portfolio rebalancing
• Special distribution analysis

Required Qualifications

• You think big with curiosity, and use an agile approach to enable positive business outcomes.
• You thrive in teams and enjoy getting things done together.
• You take ownership and build solutions, focusing on what matters. The ideal candidate will have a passion for process improvement.
• 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.
• You obsess about customers, listen, engage and act for their benefit.
• You have an interest in the Investment industry

Preferred Qualifications

• The CPA designation is a significant asset
• Well-developed skills in accounting, analysis, and problem-solving
• Over 2 years of relevant experience in taxation
• Knowledge of the investment fund industry is an asset
• Excellent written and verbal communication skills
• Ability to effectively prioritize tasks with overlapping deadlines
• Proficiency in Microsoft Office applications, especially Excel
• Ability to build solutions in Power BI and/or Alteryx is an asset
• Bilingual preferred but not required — the successful candidate will be required to communicate in English and French in order to support clients from various jurisdictions outside of Quebec.

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.

Manulife is an Equal Opportunity Employer. If you need a reasonable accommodation during the application process, contact [e-mail].

Referenced Salary Location CAN, Ontario, Toronto, 200 Bloor Street East

Working Arrangement Hybrid

Salary range is expected to be between $71,925.00 CAD - $119,875.00 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.