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Senior Tax Analyst

Manulife Financial

Toronto

Hybrid

CAD 71,000 - 120,000

Full time

Yesterday
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Job summary

A leading financial services provider in Toronto is seeking a Tax Compliance Specialist for the Canadian Investment Fund Taxation team. The role involves ensuring compliance for various investment funds, supporting internal audits, and analyzing fund initiatives. Candidates should have a CPA designation, strong analytical skills, and at least 2 years of relevant experience. The position offers a hybrid working arrangement along with a competitive salary ranging from CAD 71,925 to CAD 119,875.

Benefits

Health and dental benefits
Mental health support
Retirement savings plan
Flexible working environment

Qualifications

  • Strong communication skills in English and French.
  • Ability to prioritize tasks with overlapping deadlines.
  • Experience in the investment industry is a plus.

Responsibilities

  • Support team on fund distributions and allocations.
  • Review Canadian trust and tax returns.
  • Analyze fund distributions and support audits.

Skills

Analytical skills
Problem-solving
Team collaboration
Attention to detail
Customer orientation

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. The team also provides tax advisory services on fund initiatives such as new fund launches, fund mergers and terminations, and structured products. The role ensures timely and accurate compliance reporting to the tax authorities and offers an opportunity to grow knowledge and 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 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. We embrace diversity and 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 respects all cultures and individuals. We are committed to fair recruitment, retention, advancement and compensation, and we administer all practices 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. To request a reasonable accommodation, please contact recruitment at Manulife.

Salary and Location

Referenced Salary Location : CAN, Ontario, Toronto, 200 Bloor Street East. Working Arrangement : Hybrid. Salary range is expected to be between $71,925.00 CAD and $119,875.00 CAD. If you are applying for this role outside of the primary location, please contact recruitment at Manulife 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 retirement savings plans and related resources. For more information about U.S.-specific paid time off provisions, contact recruitment at Manulife.

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