Senior Tax Manager

The Senior Tax Manager is a hybrid position (3x in office per week) & they will lead the investment tax compliance reporting and advisory function for a diverse platform of regulated investment companies and alternative investment products. This role safeguards the accuracy and timeliness of federal state excise and applicable foreign tax deliverables while translating complex tax matters into practical business guidance. The Manager develops talent strengthens controls and partners with Portfolio Managers Legal Product Treasury Financial Reporting Investment Operations Compliance custodian banks and external vendors. The position combines deep regulated investment company tax expertise with hands-on leadership across mutual funds exchange-traded funds collective investment trusts alternative funds UCITS real estate investment trusts and partnership structures.

Position Responsibilities:

Tax Compliance Reporting & Technical Oversight

• Own second-level review and final sign-off for federal state excise and other applicable jurisdictional tax returns for mutual funds and assigned investment products ensuring accuracy completeness and timely filing.
• Review tax checklists and supporting schedules prepared for annual financial statement audits and assess financial statements for appropriate tax disclosures.
• Oversee book-to-tax analyses that affect distributions and tax calculations including wash sale deferrals straddles foreign tax credits passive foreign investment companies and other complex adjustments for fiscal and excise periods.
• Review shareholder tax reporting including qualified dividend income dividends-received deductions tax-exempt interest and long-term capital gain reporting.
• Monitor fund distributions for compliance with applicable IRS and SEC requirements including tax worksheets estimated excise schedules equalization calculations distribution projections per-share calculations and Section 19 calculations and notices.
• Review fund merger and ownership-change analyses including capital loss carryovers built-in gains and Sections 381 through 384 limitations; maintain uncertain tax position documentation and support defensible conclusions.

• Apply tax expertise across mutual funds exchange-traded funds (ETFs) collective investment trusts (CITs) alternative funds UCITS real estate investment trusts (REITs) and partnership structures.
• Interact regularly with Portfolio Managers Legal Product Treasury Financial Reporting Investment Operations Compliance Marketing Transfer Agency custodian banks and external vendors to identify and resolve tax matters.
• Provide clear decision-useful guidance on complex fund tax reporting and compliance issues product initiatives transactions and operational changes.
• Assess the impact of tax law and regulatory developments on investment products and implement appropriate updates to procedures controls and stakeholder communications.

• Lead coach and develop Tax Supervisors Tax Seniors and Tax Analysts; plan and allocate work monitor progress and support training and career development.
• Champion cross-functional projects and coordinate internal and external deadlines to ensure high-quality timely delivery.
• Develop document maintain and enhance policies procedures and internal controls that mitigate tax and operational risk.
• Identify and implement opportunities for automation scalable processes stronger data quality and more efficient workflows.
• Provide informed recommendations on staffing hiring compensation performance management and development needs consistent with organizational practices.

Required Qualifications:

• Bachelors degree in Accounting Finance Taxation or a related field; advanced degree and/or CPA a plus.
• Minimum of 7 years of regulated investment company tax experience including experience with complex tax adjustments forms elections and risk considerations (previous Big Four experience preferred)
• Minimum of 3 years of people-management or supervisory experience with a record of coaching and developing tax professionals.
• Experience with exchange-traded funds collective investment trusts alternative funds UCITS real estate investment trusts and partnership structures strongly preferred.
• Strong business and accounting knowledge with the ability to interpret financial statements custodian reports and complex spreadsheets and apply that information to fund tax reporting.
• Advanced proficiency in Microsoft Excel and Word; experience designing scalable workbooks controls or automated processes is a plus.
• Excellent written and verbal communication skills with the ability to explain complex tax topics to technical and nontechnical audiences and build credibility across functions.
• Sound judgment strong ownership attention to detail and the ability to prioritize competing deadlines in a dynamic environment.

Decision Authority & Impact:

• Exercises independent judgment on complex funds and technical issues and provides final sign-off on workpapers and analyses within assigned authority.
• Serves as a tax subject-matter leader who identifies issues recommends solutions and implements controls to mitigate risk.
• Influences product transaction operational and reporting decisions through timely practical and well-supported tax guidance.

When you join our team:

• Well empower you to learn and grow the career you want.

• Well recognize and support you in a flexible environment where well-being and inclusion are more than just words.

• As part of our global team well support you in shaping the future you want to see.

The role being advertised is an existing vacancy.

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 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 .

Referenced Salary Location

Salary range is expected to be between

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 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 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.

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.

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