Senior Tax Analyst

Manulife; Toronto; On-site; CAD 71,000 - 120,000; Full time

Job summary

A leading financial services provider located in Toronto is seeking a Tax Compliance Specialist for their Canadian Investment Fund Taxation team. The successful candidate will support fund distributions, review tax returns, and ensure compliance reporting to authorities. Ideal candidates should have a CPA designation and a passion for process improvement. The position offers hybrid work arrangements and a salary range of $71,925 to $119,875 CAD.

Benefits

Health and dental benefits

Pension plan with employer matching

Generous paid time off

Qualifications

• Passion for process improvement.
• Excellent written and verbal communication skills.
• Ability to effectively prioritize tasks with overlapping deadlines.

Responsibilities

• Support team on fund distributions and allocations.
• Review Canadian trust, corporation, and partnership tax returns.
• Perform monthly monitoring on investment funds to prevent adverse tax consequences.

Skills

Process improvement

Team collaboration

Customer focus

Interest in investment industry

Education

CPA designation

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 any 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.

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 our story: Manulife’s about page.

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. To request a reasonable accommodation in the application process, contact [e-mail].

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 - $119,875.00 CAD

For location-specific salary ranges, please contact [e-mail].

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.