This Manager, Tax position will be responsible for providing tax support to the Private Equity Infrastructure Unit. This will include working closely with the Infrastructure tax team as well as the Business Unit on all tax related matters for existing and future Funds such as managing and reviewing all Federal and State Income tax filings, assisting in the preparation and reviewing tax provisions and related disclosures, performing tax research on technical matters, assisting tax legal where applicable, calculate and report tax withholding, providing tax related information to investors including estimates, work with internal and external auditors, manage external service providers, manage information with respect portfolio companies and calculate and report carry. This role will also be involved with new strategic initiatives and participate in resolving complex technical issues for the assigned area.
Position Responsibilities:
Federal and State Tax Returns: Manage and review federal and state income tax returns, extensions, payments, and supporting documentation. Assist with technical transaction reviews and tax law change analysis.
International Tax Compliance: Oversee VAT and other foreign tax filings.
Tax Withholding and Reporting: Manage indirect reporting processes, including collecting and vetting withholding tax documents, calculating withholdings, addressing investor inquiries, and coordinating year-end filings (1042S) with outside vendors.
Provisions and Audits: Assist in reviewing fund tax provisions, monitor state tax rates, manage state-related accruals, and handle state inquiries and audits.
Administration and Budgeting: Provide and manage tax fee budgets, and review and manage external fee payments.
Goal Setting and Performance Management: Participate in strategic and tactical goal setting, deliver results, and engage in performance-management activities including ongoing professional education.
Required Qualifications:
Bachelor’s degree in accounting or finance required.
Master’s degree in Tax or commensurate education / experience desired
C.P.A. (Certified Public Accountant) or similar designation
5+ years of tax experience with at least 5+ years dealing with corporate and partnership tax or relevant issues. Supervisory experience preferred.
Advanced proficiency of financial accounting, reporting, and compliance, computation of Federal taxable income and Federal tax, industry specific tax rules, taxation of transactions, state, local taxation concepts and procedures, understanding of technology that supports all tax functions, partnership concepts and tax matters.
Knowledge in private equity structures is required.
Advanced organizational, communication and collaboration skills
Proficiency with managing various workstreams and deadlines simultaneously.
Effectively uses experience and business knowledge to solve problems and contribute to organizational goals.
Advanced research skills, solves problems independently.
Preferred Qualifications:
Empowered to prepare, analyze, and review assigned tax filings, provisions and various other tax calculations and is accountable for delivering accurate and timely results.
Review and sign-off on check and e-treasury requests
Participates in strategic and tactical goal setting for specific projects and is accountable for delivering results.
Provide updates to Tax and Business Leadership
Empowered to make decisions on and responsible for tax operational requirements.
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 the global team, we'll support you in the shaping the future you want to see.
#LI-JH
#LI-Hybrid
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 recruitment@manulife.com.
Primary Location
Boston, Massachusetts
Hybrid
Salary range is expected to be between
$86,325.00 USD - $155,385.00 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 I Family & Medical Leave I Employee Polygraph Protection I Right to Work I E-Verify I Pay Transparency
Company: John Hancock Life Insurance Company (U.S.A.)
