AVP & Counsel

Manulife Financial; Boston (MA); Hybrid; USD 156,700 - 290,900; Full time

Benefits offered by this job

Health insurance

Dental and vision insurance

Short- and long-term disability

Retirement savings plans

Paid time off

Job summary

Manulife Financial is seeking an AVP & Counsel in Boston, MA, responsible for providing legal analysis and advice on tax-related issues for life insurance and annuity products. Ideal candidates will have at least 5 years of experience in tax law, strong knowledge of U.S. federal income tax laws, and excellent research and communication skills. The role includes mentoring junior staff and supporting compliance with tax regulations. This is a hybrid position with a competitive salary range between $156,700 and $290,900, along with a customizable benefits package.

Qualifications

• 5+ years of legal experience in tax law, ideally focused on life insurance products.
• Strong understanding of U.S. federal income tax laws.
• Experience in law firm or insurance company.

Responsibilities

• Advise on tax compliance for life insurance and annuity products.
• Support regulatory filings and monitor relevant legislative developments.
• Assist with IRS audits and inquiries related to insurance products.

Skills

Legal analysis

Tax law

Communication skills

Research skills

Collaboration

Education

Juris Doctor (JD)

Member of a U.S. state bar

Job description

The Opportunity

The AVP & Counsel role provides robust legal analysis, advice and counsel/representation before the tax authorities to support different areas of the business within Manulife and Manulife respectively. In addition, the AVP and Counsel will consistently advise senior business people on strategic legal matters and mentor junior counsels.

Position Responsibilities

• Advise on tax compliance and structuring of new and existing life insurance, annuity and long-term care products (e.g., Sections 72, 101, 817, 817A, 7702, 7702A, and 7702B of the Internal Revenue Code).
• Interpret and apply federal and state income tax laws, including requirements for tax qualification of insurance products.
• Draft and review policy forms, prospectuses, endorsements, and marketing materials for tax-related content and disclosures.
• Support product filings with insurance regulators.
• Monitor legislative, regulatory, and judicial developments impacting insurance and retirement products, and advise business units on potential impacts.
• Assist with IRS audits, inquiries, or private letter ruling requests relating to insurance products.
• Support all business units on compliance with federal and state tax withholding and reporting requirements.
• Assist business units in responding to customer and insurance department complaints.
• Advise on tax reporting and withholding requirements, including applicable income tax treaty provisions.
• Review the completeness and accuracy of Forms W-8BEN, W-8BEN-E and W-8IMY submitted by foreign individuals and entities.

Required Qualifications

• Juris Doctor (JD) from an accredited law school.
• Member in good standing of at least one U.S. state bar.
• Minimum 5 years of legal experience in tax law, ideally with a focus on life insurance products.
• Strong knowledge of U.S. federal income tax laws.
• Familiarity with IRS guidance, court decisions, and insurance company practices concerning taxation of insurance products.
• Experience working in a law firm or insurance company.
• Strong research, drafting, and communication skills.
• Ability to collaborate across disciplines and manage multiple projects under tight deadlines.

Preferred Qualifications

• Strong knowledge of U.S. federal income tax laws applicable to life insurance, annuities, and long-term care insurance.
• Familiarity with IRS guidance, court decisions, and insurance company practices concerning taxation of insurance products.

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.

The role being advertised is an existing vacancy.

マニュライフとジョン・ハンコックについて

マニュライフ・ファイナンシャル・コーポレーションは、「あなたの未来に、わかりやすさを」を提供する、国際的な大手金融サービスプロバイダーです。当社について詳しくは、 https://www.manulife.co.jp/ をご覧ください。

マニュライフは機会均等を是とする雇用主です

マニュライフ/ジョン・ハンコックでは、多様性を受け入れます。私たちは、サービス提供先であるお客さまと同様に、多様な人材を引きつけ、育成し、定着させ、文化や個人の力を受け入れる包括的な職場環境を促進するよう努めています。当社は公正な採用、定着、昇進、報酬に努めています。当社のすべての慣行およびプログラムは、人種、祖先、出身地、肌の色、民族的出自、市民権、宗教または宗教的信念、信条、性別（妊娠および妊娠関連の状態を含む）、性的指向、遺伝的特徴、退役軍人としての地位、性自認、性に関する表明、年齢、婚姻状況、家族状況、障害、または適用法で保護されるその他の要因に対する一切の差別を行うことなく管理されます。

雇用への平等なアクセスを提供するために、障壁を取り除くことが当社の優先事項です。人事担当者は、応募者が応募プロセス中に合理的配慮を要求する場合に協力します。配慮要求のプロセス中に共有されるすべての情報は、適用される法律およびマニュライフ/ジョン・ハンコックのポリシーに準拠した方法で保存および使用されます。

申請プロセスにおいて合理的配慮を要求するには、 [e-mail] までご連絡をお願いします。

Referenced Salary Location

Boston, Massachusetts

Working Arrangement

ハイブリッド勤務

Salary range is expected to be between

$156,700.00 USD - $290,900.00 USD

Employees also have the opportunity to participate in incentive programs and earn incentive compensation tied to business and individual performance. 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. If you are applying for this role outside of the primary location, please contact [e-mail] for the salary range for your location.

Manulife/John Hancock 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/401(k) savings plans and a global share ownership plan with employer matching contributions) and financial education and counseling resources. Our generous paid time off program in the U.S. includes up to 11 paid holidays, 3 personal days, 150 hours of vacation, 40 hours of sick time (or more where required by law) each year, and we offer the full range of statutory leaves of absence.

We use data and analytics technologies, such as artificial intelligence (AI), and automated processing tools, to analyze and process the information you provide to us or third parties in the application process. For more information, please refer to our personal information collection statement.