Manulife Financial
We are looking for a Senior Tax Analyst who has a good working knowledge in the preparation of federal and state tax provisions, begin to expand knowledge with book to tax adjustments for federal and state income tax returns, calculate estimated tax payments, and have a good working knowledge of tax software systems. They will begin to perform basic tax research and analysis, will be proficient in standard journal entries, performing reconciliations, validating tax balances, and understanding key business controls. The position may begin to focus more in either Life insurance, Nonlife operations, REITs, state, mutual funds or other areas.
Position Responsibilities
Prepare annual tax provisions including required distributable amount, incorporating all required tax adjustments to net investment income.
Prepare the federal and state income tax returns for the Manufacturers Investment Trust portfolios.
Calculate tax basis dividend distributions for Portfolios of the MIT associated with the Company’s variable product.
Determine excise tax distributable amounts for applicable portfolios of the MIT.
Prepare ROC-SOP (Return of Capital) adjustments.
Prepare tax basis adjustments of investment securities.
Review diversification tests applicable to tax rules for all portfolios.
Prepare reports for management as requested.
Participate on mutual fund tax related projects as needed.
Supports in planning, scheduling workflow assignments, and reviewing procedures.
Interacts with Treasury, Financial Reporting, Investment Operations, custodian banks, Compliance, and Portfolio Managers.
Develop software solutions for Tax Asset managers in the development and implementation of internal controls for risk mitigation including preparation of written policies and procedures.
Required Qualifications
University degree in Accounting or Finance or related experience.
3-5 years regulated investment company taxation experience.
Solid understanding of federal and state tax compliance concerning regulated investment companies, insurance companies and regular corporations.
Ability to understand financial statements and related reports and spreadsheets.
Proficiency in Microsoft Excel, use of macros, and Word.
Understanding of mutual fund related tax code sections, forms and elections, and tax adjustments of securities.
Must be able to demonstrate knowledge of standard RIC tax adjustments.
Ability to communicate well across all mediums and with both internal and external relationships.
Organizational skills necessary to meet deadlines, prioritize projects, and process several projects simultaneously.
Strong analytical skills and ability to work well in a changing environment.
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.
關於宏利和恒康 宏利金融公司是一家業界領先的國際金融服務商，致力於幫助人們實現「輕鬆投資理財，樂享豐盛人生」。若要進一步了解我們，請瀏覽 https://www.manulifeim.com/institutional/tw/en。
宏利是平等機會僱主 在宏利／恒康，我們擁抱多元。我們致力於吸引、培養及挽留和所服務客戶同樣多元的員工，並從而營造包容的工作環境，接納文化和個體差異。我們矢志維持公平的招聘、挽留、晉升及薪酬制度，我們管理的所有實踐及項目不會因種族、血統、原籍地、膚色、族裔、國籍、宗教或宗教信仰、信仰、性別（包括懷孕及其相關情況）、性取向、遺傳特徵、退伍軍人身份、性別認同、性別表達、年齡、婚姻狀況、家庭狀況、殘疾或受適用法律保護的任何其他因素而區別對待。
我們的首要任務是消除障礙，為員工提供平等就業機會。人力資源部代表將盡力為應徵過程中提出要求的申請人提供合理協助。申請人要求提供協助所分享的信息將會按照適用法律及宏利／恒康政策儲存及使用。應徵過程中如需協助，請聯絡 recruitment@manulife.com。
Referenced Salary Location Boston, Massachusetts
Working Arrangement 混合式
Salary Range $60,375.00 USD - $100,625.00 USD
If you are applying for this role outside of the primary location, please contact recruitment@manulife.com 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/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, and 40 hours of sick time (or more where required by law) each year, and we offer the full range of statutory leaves of absence.
Know Your Rights, Family & Medical Leave, Employee Polygraph Protection, Right to Work, E-Verify, Pay Transparency
Company: John Hancock Life Insurance Company (U.S.A.)
#J-18808-Ljbffr
Position Responsibilities
Prepare annual tax provisions including required distributable amount, incorporating all required tax adjustments to net investment income.
Prepare the federal and state income tax returns for the Manufacturers Investment Trust portfolios.
Calculate tax basis dividend distributions for Portfolios of the MIT associated with the Company’s variable product.
Determine excise tax distributable amounts for applicable portfolios of the MIT.
Prepare ROC-SOP (Return of Capital) adjustments.
Prepare tax basis adjustments of investment securities.
Review diversification tests applicable to tax rules for all portfolios.
Prepare reports for management as requested.
Participate on mutual fund tax related projects as needed.
Supports in planning, scheduling workflow assignments, and reviewing procedures.
Interacts with Treasury, Financial Reporting, Investment Operations, custodian banks, Compliance, and Portfolio Managers.
Develop software solutions for Tax Asset managers in the development and implementation of internal controls for risk mitigation including preparation of written policies and procedures.
Required Qualifications
University degree in Accounting or Finance or related experience.
3-5 years regulated investment company taxation experience.
Solid understanding of federal and state tax compliance concerning regulated investment companies, insurance companies and regular corporations.
Ability to understand financial statements and related reports and spreadsheets.
Proficiency in Microsoft Excel, use of macros, and Word.
Understanding of mutual fund related tax code sections, forms and elections, and tax adjustments of securities.
Must be able to demonstrate knowledge of standard RIC tax adjustments.
Ability to communicate well across all mediums and with both internal and external relationships.
Organizational skills necessary to meet deadlines, prioritize projects, and process several projects simultaneously.
Strong analytical skills and ability to work well in a changing environment.
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.
關於宏利和恒康 宏利金融公司是一家業界領先的國際金融服務商，致力於幫助人們實現「輕鬆投資理財，樂享豐盛人生」。若要進一步了解我們，請瀏覽 https://www.manulifeim.com/institutional/tw/en。
宏利是平等機會僱主 在宏利／恒康，我們擁抱多元。我們致力於吸引、培養及挽留和所服務客戶同樣多元的員工，並從而營造包容的工作環境，接納文化和個體差異。我們矢志維持公平的招聘、挽留、晉升及薪酬制度，我們管理的所有實踐及項目不會因種族、血統、原籍地、膚色、族裔、國籍、宗教或宗教信仰、信仰、性別（包括懷孕及其相關情況）、性取向、遺傳特徵、退伍軍人身份、性別認同、性別表達、年齡、婚姻狀況、家庭狀況、殘疾或受適用法律保護的任何其他因素而區別對待。
我們的首要任務是消除障礙，為員工提供平等就業機會。人力資源部代表將盡力為應徵過程中提出要求的申請人提供合理協助。申請人要求提供協助所分享的信息將會按照適用法律及宏利／恒康政策儲存及使用。應徵過程中如需協助，請聯絡 recruitment@manulife.com。
Referenced Salary Location Boston, Massachusetts
Working Arrangement 混合式
Salary Range $60,375.00 USD - $100,625.00 USD
If you are applying for this role outside of the primary location, please contact recruitment@manulife.com 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/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, and 40 hours of sick time (or more where required by law) each year, and we offer the full range of statutory leaves of absence.
Know Your Rights, Family & Medical Leave, Employee Polygraph Protection, Right to Work, E-Verify, Pay Transparency
Company: John Hancock Life Insurance Company (U.S.A.)
#J-18808-Ljbffr