Tax Specialist - Segregated Funds

Manulife; Southwestern Ontario; Hybrid; CAD 42,000 - 72,000; Full time

Job summary

A leading financial services provider in Canada is looking for a detail-oriented Taxation Specialist. The role involves managing tax slip creation, resolving inquiries, and collaborating with cross-functional teams. Candidates should have strong communication skills, attention to detail, and knowledge of Segregated Fund products. Monthly salary ranges from $3,569 to $5,948 CAD based on experience, with hybrid working arrangements and comprehensive benefits.

Benefits

Health insurance

Dental insurance

Mental health benefits

Flexible working environment

Paid time off

Qualifications

• Ability to work independently with minimal supervision.
• Knowledge of Segregated Fund Products (Asset) is required.
• Bilingualism (English and French) is an asset.

Responsibilities

• Manage and prioritize work assignments primarily received through the Automated Work Distribution (AWD) System.
• Generate tax slips using the Divisional Tax Database (DTD) for death claim settlements on Segregated Fund Registered Products.
• Deliver exceptional service to internal and external clients via email, phone, and written correspondence.

Skills

Strong communication skills

Decision-making and problem-solving

Mathematical proficiency

Attention to detail

Organizational skills

Job description

Overview

Our Canadian Segment Taxation Operations team is seeking a detail-oriented Taxation Specialist with strong communication skills and knowledge of Segregated Fund products or tax processes. Reporting to the Manager, Tax Operations, you’ll be responsible for accurate tax slip creation via the Divisional Tax Database (DTD), and handling complex client and Advisor inquiries. This role offers exposure to a wide range of products and the opportunity to build interdepartmental relationships while contributing to client reporting and resolving policy-level tax discrepancies.

Position Responsibilities

• Manage and prioritize work assignments primarily received through the Automated Work Distribution (AWD) System
• Generate tax slips using the Divisional Tax Database (DTD) for death claim settlements on Segregated Fund Registered Products
• Accurately review and process transactions in a timely manner
• Deliver exceptional service to internal and external clients via email, phone, and written correspondence
• Research and analyze inquiries to provide effective, timely resolutions
• Plan and execute manual year-end tax reporting requirements
• Collaborate with cross-functional teams across multiple locations to manage dynamic volumes and meet service standards

Required Qualifications

• Ability to work independently with minimal supervision.
• Strong decision-making and problem-solving skills.
• High attention to detail and organizational skills.
• Strong mathematical proficiency
• Knowledge of Segregated Fund Products (Asset)
• Excellent verbal and written communication abilities.
• Ability to adapt positively to change and challenges.

Preferred Qualifications

• Bilingualism (English and French) is an asset. If the successful candidate is in Quebec, proficiency in both languages will be required to support clients from various provinces 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 the website at 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: Waterloo, Ontario

Working Arrangement: Hybrid

Salary range is expected to be between $42,825.00 CAD - $71,375.00 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.