Talent.com
Senior Tax Analyst
Senior Tax AnalystManulife and John Hancock • Boston, MA, United States
Senior Tax Analyst

Senior Tax Analyst

Manulife and John Hancock • Boston, MA, United States
16 hours ago
Job type
  • Full-time
Job description

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.
  • 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

    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.

    Referenced Salary Location

    Boston, Massachusetts

    Working Arrangement

    Hybrid

    Salary range is expected to be between

    $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 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.)

    Create a job alert for this search

    Senior Tax Analyst • Boston, MA, United States

    Related jobs
    Tax Senior

    Tax Senior

    Professional Staffing Group • Wakefield, MA, United States
    Full-time
    A fast-growing CPA firm in Wakefield, MA is seeking experienced.This role offers a salary of $90k / year plus bonus and is ideal for professionals with 3-5 years of public accounting experience who a...Show more
    Last updated: 2 days ago • Promoted
    Tax Senior

    Tax Senior

    ExecuSource • Swampscott, MA, United States
    Full-time
    Tax Senior - Individual & Corporate Tax.Our client, a growing CPA firm located in Wakefield, MA, is seeking a.The firm serves a diverse clientele, from large publicly held corporations to closely h...Show more
    Last updated: 2 days ago • Promoted
    Tax Analyst

    Tax Analyst

    3DS Inc • Waltham, MA, United States
    Full-time
    You will be a critical contributor to the Dassault Systèmes Americas tax team made up of 8 professionals and will work closely with Dassault Systèmes global tax department and its 30 members.You wi...Show more
    Last updated: 2 days ago • Promoted
    Senior Manager, Tax

    Senior Manager, Tax

    Relativity • Boston, MA, United States
    Full-time
    Join our dynamic Tax team, where strategic thinking meets operational excellence.As a Senior Manager, Tax, you'll lead a high-performing group responsible for delivering accurate and timely tax pro...Show more
    Last updated: 30+ days ago • Promoted
    Tax Senior

    Tax Senior

    South Shore Staffing • Quincy, MA, United States
    Full-time
    The Tax Senior is responsible for preparing and reviewing tax returns in varying complexity.The successful candidate in this position will identify and recommend tax strategies that better position...Show more
    Last updated: 2 days ago • Promoted
    Tax Senior

    Tax Senior

    Massachusetts Staffing • Boston, MA, US
    Full-time
    Interested in taking your tax and business experience to a whole new level? Want to work with some of the leading hedge and private equity firms, insurance companies, and banks in the world? Want t...Show more
    Last updated: 6 days ago • Promoted
    Tax Senior

    Tax Senior

    Solid Rock Recruiting LLC • Boston, MA, US
    Full-time
    Tax Senior – Public Accounting | Hybrid or Remote.An established and nationally respected public accounting firm is seeking an experienced. This firm is committed to fostering a supportive, fl...Show more
    Last updated: 30+ days ago • Promoted
    Tax Senior Manager

    Tax Senior Manager

    CBIZ • Boston, MA, United States
    Full-time
    With unmatched industry knowledge and expertise in accounting, tax, advisory, benefits, insurance, and technology, CBIZ delivers forward-thinking insights and actionable solutions to help clients a...Show more
    Last updated: 2 days ago • Promoted
    Senior Tax Analyst

    Senior Tax Analyst

    Manulife • Boston, MA, United States
    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 a...Show more
    Last updated: 2 days ago • Promoted
    Tax Senior

    Tax Senior

    Jobot • North Providence, RI, United States
    Full-time
    Top Public Accounting Firm in New England!.This Jobot Job is hosted by : Kevin Shilney.Are you a fit? Easy Apply now by clicking the "Apply" button and sending us your resume.Salary : $80,000 - $115...Show more
    Last updated: 30+ days ago • Promoted
    Tax Senior

    Tax Senior

    gpac • Weymouth, MA, United States
    Full-time
    Join a team that promotes a work-life balance and values their employees with recognition and team functions!.Prepare federal, state, and local tax returns for corporations, partnerships and high-n...Show more
    Last updated: 2 days ago • Promoted
    Tax Analyst

    Tax Analyst

    SDL Search Partners • Cambridge, MA, United States
    Full-time
    Our client, a mission-driven private equity fund, has a newly created role for a Tax Analyst.This role reports directly to the Director of Finance & Tax, and is a highly visible role within this or...Show more
    Last updated: 2 days ago • Promoted
    Tax Senior Manager

    Tax Senior Manager

    EisnerAmper • Boston, MA, United States
    Full-time
    At EisnerAmper, we look for individuals who welcome new ideas, encourage innovation, and are eager to make an impact.Whether you're starting out in your career or taking your next step as a seasone...Show more
    Last updated: 30+ days ago • Promoted
    Senior Tax Analyst

    Senior Tax Analyst

    CIRCOR International • Burlington, MA, United States
    Full-time
    Federal and State Corporate Income Tax returns.This responsibility includes the calculation of taxable income, analysis of Sch M U. Federal and State workpapers, preparation of tax election and othe...Show more
    Last updated: 2 days ago • Promoted
    Tax Senior

    Tax Senior

    UHY International Ltd. • Wayland, MA, United States
    Full-time
    As a Tax Senior Accountant, you will be responsible for the preparation of financial information for our clients, such as business and individual tax returns, with the benefit of gaining exposure t...Show more
    Last updated: 2 days ago • Promoted
    Sales and Tax Analyst

    Sales and Tax Analyst

    Ameresco • Framingham, MA, United States
    Full-time
    NYSE : AMRC) is a leading energy solutions provider dedicated to helping customers reduce costs, enhance resilience, and decarbonize to net zero in the global energy transition.We are a trusted, full...Show more
    Last updated: 2 days ago • Promoted
    Tax Analyst

    Tax Analyst

    Standex • Salem, NH, United States
    Full-time
    We work with our customers to advance progress through innovation.From inventing and producing parts for next-generation space vehicles to evolving vaccine refrigeration, designing functional textu...Show more
    Last updated: 2 days ago • Promoted
    Tax Senior

    Tax Senior

    KBW Financial Staffing & Recruiting • Nashua, NH, United States
    Full-time
    Tax Senior Flexible, Family-Oriented CPA Firm.Location : Nashua, NH (100% Onsite).Path to Partnership A seat at the table is within reach for someone hungry to grow. Well-Rounded Work Diverse clients...Show more
    Last updated: 12 hours ago • Promoted • New!