Director, Tax, Retirement and Estate Planning Services, Insurance

Manulife Financial; United States; Remote; CAD 100,000 - 182,000; Full time

Job summary

A leading financial services provider seeks a Director for Tax, Retirement, and Estate Planning Services. This role focuses on providing support to field members, creating educational content, and staying updated on legislative changes in tax laws. The ideal candidate will possess extensive tax knowledge, strong communication and presentation skills, and a professional designation in accounting or law.

Benefits

Flexible working environment

Comprehensive health benefits

Retirement savings plans

Generous paid time off

Qualifications

• Professional designation (CPA, LLB, or LLM) required.
• 5-7 years of experience in personal, estates, and corporate tax.
• Ability to communicate technical tax issues to a non-technical audience.

Responsibilities

• Support TREPS team members and provide tax expertise.
• Create presentation materials and articles for diverse audiences.
• Participate in industry conferences and educational forums.

Skills

Analytical skills

Communication skills

Presentation skills

Relationship building

Organizational skills

Creative thinking

Education

CPA

LLB

LLM (Tax)

CICA In Depth Tax Course

Job description

The Director, Tax, Retirement and Estate Planning Services, Insurance (TREPS) role will primarily support Insurance TREPS and also provide support to Wealth TREPS, and also questions from internal departments including, new business, underwriting, titles, legal and Canadian Tax. The role also supports the field members of the TREPS team, the wholesaling team and advisors directly. In the Director, Tax, Retirement and Estate Planning Services, Insurance role, the individual will produce a variety of support materials for field counterparts, wholesalers and advisors to support sales. The role requires for the individual to present as requested at industry conferences, education forums and advisor organizations (some travel may be required). Thought leadership is key to the role by staying on top of developments in case law and legislative changes and presenting this material in articles and presentations for a variety of audiences.

Position Responsibilities:

• The ability to take complex tax issues and distill down the information into presentations, articles and marketing materials for a variety of audiences and knowledge levels

• Support field TREPS team members on questions and cases

• The ability to build relationships with internal and external partners to answer and support questions from the field

• A willingness to present and educate advisors on a variety of tax topics by presenting at industry conferences or for professional organizations (e.g. STEP)

• A willingness to write articles for industry publications

• The ability to write and produce new articles, and resource materials including some marketing materials for the field wholesalers and for advisors to support sales in the HNW space

• Be willing to commit to a schedule of critically assessing and updating TREPS materials once a year

• Be willing to stay up-to-date on all tax issues relevant to estate planning and HNW planning

• Open to answering questions from a variety of areas within the organization including titles, legal, new business, underwriting and TREPS team queries.

• Participate in continuing education and sharing new items with TREPS team

• Produce scripts and record podcasts on relevant tax and estate planning issues as they relate to life insurance

• Participate in editing chapters in the TREPS team book – The Canadian Taxation of Life Insurance

• Ability to assess risks as it relates to concept illustrations and write disclosure that addresses that risk

• Ability to determine records retention and compliance issues as it relates to the functioning of the TREPS team

• Participate in various head office projects and initiatives.

Required Qualifications:

• Professional degree/designation (CPA, LLB, LLM (Tax))

• Completion of the CICA In Depth Tax Course or similar course of study

• Expertise in personal, estates and corporate tax gained through relevant accounting, legal or financial services experience (5-7 years minimum)

• Strong tax and estate planning analytical skills and reasoning with expertise in the taxation of private companies and their shareholders, trusts and estate planning

• Ability to apply specialized knowledge to practically implement planning solutions

• Strong oral and written communication skills

• Strong presentation skills

• Excellent organizational and prioritization skills

• Ability to meet tight deadlines

• Strong interpersonal skills, relationship building and management

• Creative/innovative thinking applied to individual client contexts

• Ability to interpret and communicate technical information to a non-technical audience

• Accuracy and attention to detail

• Team player and positive attitude

Preferred Qualifications:

• Previous experience in the Life insurance or Financial Services industry

• Expertise in the taxation of Life insurance products

• TEP, CFP, CLU designation

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.

#LI-Remote

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 https://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].

Referenced Salary Location

CAN, Ontario - Full Time Remote

Working Arrangement

Remote

Salary range is expected to be between

$100,950.00 CAD - $181,710.00 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.