Hiring: Senior Tax Manager Company: Manulife Location: Boston, MA Job Posted Time: 2026-09-17 01:39:04 Employment Type: Hybrid Target Skills & Keywords : Compliance, HTML About the job Experience: •7 years of regulated investment company tax experience, including experience with complex tax adjustments, forms, elections, and risk considerations (previous Big Four experience preferred) •3 years of people-management or supervisory experience, with a record of coaching and developing tax professionals. Required Skills: •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. •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. Qualifications: •Bachelor's 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. •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. •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. Interested candidates, please apply directly through the job posting on company's career page or try via AI auto apply on this platform. Don't miss this opportunity to join a forward-thinking team!