Tax Analyst
Manulife Insurance Malaysia, Boston, MA, United States
***Nous utilisons des*
*pour fournir des statistiques qui nous aident à vous offrir la meilleure expérience sur note site. Vous y trouverez des renseignements sur les témoins, ou vous pouvez les désactiver si vous préférez. Toutefois, en continuant d’utiliser le site sans modifier les paramètres, vous consentez à notre utilisation de***Tax Analyst page is loaded## Tax Analystlocations:
Boston, Massachusettstime type:
Temps pleinposted on:
Publié aujourd'huitime left to apply:
Date de fin : 30 avril 2026 (Il reste 20 jours pour postuler)job requisition id:
JR26030495Under manager supervision, completes complex tax compliance work for the mutual funds, which involves preparation and review of federal and state tax provisions and returns.**Responsibilities**
• Prepares and reviews more complex fiscal year-end tax provision/audit workpapers along with all supporting schedules, worksheets, and documentation needed to support determination of fiscal and calendar distribution requirements. Prepares and reviews more complex income and excise tax returns for the mutual funds.• Reviews portfolio holdings for PFIC, REIT, partnership, complex and derivative securities. Analyzes the tax treatment of complex derivative securities, partnerships, trusts, REITs, and PFIC’s. Maintains a schedule of identified securities that have special tax treatment.• Responsible for earnings and profit calculations for assigned mutual funds as required.• Analyzes tax adjustments such as: RIK, wash sales, POL, OID, market discount, CLCFs, PFICs, REITs, ROC, straddles and hedges, options, futures, and forwards, §988 adjustments, §1256 adjustments, deferred compensation, partnership, and other security level and fund level adjustments. Analyzes book/tax differences for impact on distributions for excise and fiscal years.• Performs review of custodial bank’s corporate action adjustments summary to ensure proper treatment and cost allocation. • Assists in strategic planning, scheduling of workflow assignments and procedural reviews.• Interacts with Treasury, Financial Reporting, Investment Operations, custodian banks, Compliance, and Portfolio Managers• Supports IT and Project Management Group to develop software solutions for Tax.• Assists Fund Tax managers in the development and implementation of internal controls for risk mitigation, including preparation of written policies and procedures.• For each fund’s semi-annual period end, updates the tax disclosure and tax sections in the shareholder report as directed and reviewed by Tax Manager.• Responsible for calculating/reviewing qualified dividend distribution calculations, foreign tax credit and impact of securities lending for assigned mutual funds as needed.• Prepares foreign tax returns as necessary.• Responsible for preparing schedules for any potential fund mergers, including, but not limited to; pre and post security holdings analysis, analysis required under IRC Sections 381-384, capital gain/loss carry-over analysis and built in gains or loss analysis.• Responsible for preparation and/or review of RIC qualification for all assigned mutual funds.• Trains Tax Analysts as needed and serves as mentor for complex tax accounting issues and questions.• Analyzes and completes year end 1099 and shareholder reporting data.• Responsible for staying current in the area of taxation and recognizing possible impacts of new tax law Performs research of complicated tax issues to reach sound conclusions. Proactively identifies and makes recommendations for tax strategies.• Participates in committees or task-force groups• Complies with all internal controls.Job RequirementsBachelors degree
in Accounting or Finance.2-4 years prior tax or mutual fund accounting experience necessary.**Knowledge and Skills*** Ability to understand financial statements and related reports and spreadsheets.* Proficiency in Microsoft Excel, use of macros, and Word required* 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.The role being advertised is an existing vacancy.**À propos de Manuvie et de John Hancock**La Société Financière Manuvie est un chef de file mondial des services financiers qui aide les gens à prendre leurs décisions plus facilement et à vivre mieux. Pour en apprendre plus à notre sujet, rendez vous à l’adresse .**Manuvie est un employeur qui souscrit au principe de l’égalité d’accès à l’emploi**Chez Manulife/John Hancock nous valorisons notre diversité. Nous nous efforçons d’attirer, de perfectionner et de maintenir une main d'oeuvre qui est aussi diversifiée que nos clients, et de favoriser la création d’un milieu de travail inclusif qui met à profit la diversité de nos employés et les compétences de chacun. Nous nous engageons à assurer un recrutement, une fidélisation, une promotion et une rémunération équitables, et nous administrons toutes nos pratiques et tous nos programmes sans discrimination en raison de la race, de l’ascendance, du lieu d’origine, de la couleur, de l’origine ethnique, de la citoyenneté, de la religion ou des croyances ou des convictions religieuses, du genre (y compris grossesse et affection liée à une grossesse), de l’orientation sexuelle, des caractéristiques génétiques, du statut d’ancien combattant, de l’identité de genre, de l’expression de genre, de l’âge, de l’état matrimonial, de la situation de famille, d’une invalidité ou de tout autre motif protégé par la loi applicable.Nous nous sommes donné comme priorité d’éliminer les obstacles à l’accès égalitaire à l’emploi. C’est pourquoi un représentant des Ressources humaines collaborera avec les candidats qui demandent accommodement raisonnable pendant le recrutement. Tous les renseignements communiqués pendant le processus de demande d'accommodement seront stockés et utilisés conformément aux lois et aux politiques applicables de Manuvie. Pour demander une mesure d’accommodement raisonnable dans le cadre du recrutement, écrivez à hr@manulife.com.**Referenced Salary Location**Boston, Massachusetts**Modalités de travail**Hybride**Salary range is expected to be between**$61,875.00 USD - $103,125.00 USDLes employés ont également la possibilité de participer à des programmes incitatifs et de recevoir une rémunération liée à la performance de l’entreprise et des individus. Le salaire réel variera selon les conditions du marché local, la région géographique et les facteurs propres au poste, tels que les connaissances, les compétences, les qualifications, l’expérience et la formation. Si vous postulez à ce poste en dehors de votre lieu principal, veuillez contacter hr@manulife.com pour connaître la fourchette salariale applicable à votre région.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 #J-18808-Ljbffr
*pour fournir des statistiques qui nous aident à vous offrir la meilleure expérience sur note site. Vous y trouverez des renseignements sur les témoins, ou vous pouvez les désactiver si vous préférez. Toutefois, en continuant d’utiliser le site sans modifier les paramètres, vous consentez à notre utilisation de***Tax Analyst page is loaded## Tax Analystlocations:
Boston, Massachusettstime type:
Temps pleinposted on:
Publié aujourd'huitime left to apply:
Date de fin : 30 avril 2026 (Il reste 20 jours pour postuler)job requisition id:
JR26030495Under manager supervision, completes complex tax compliance work for the mutual funds, which involves preparation and review of federal and state tax provisions and returns.**Responsibilities**
• Prepares and reviews more complex fiscal year-end tax provision/audit workpapers along with all supporting schedules, worksheets, and documentation needed to support determination of fiscal and calendar distribution requirements. Prepares and reviews more complex income and excise tax returns for the mutual funds.• Reviews portfolio holdings for PFIC, REIT, partnership, complex and derivative securities. Analyzes the tax treatment of complex derivative securities, partnerships, trusts, REITs, and PFIC’s. Maintains a schedule of identified securities that have special tax treatment.• Responsible for earnings and profit calculations for assigned mutual funds as required.• Analyzes tax adjustments such as: RIK, wash sales, POL, OID, market discount, CLCFs, PFICs, REITs, ROC, straddles and hedges, options, futures, and forwards, §988 adjustments, §1256 adjustments, deferred compensation, partnership, and other security level and fund level adjustments. Analyzes book/tax differences for impact on distributions for excise and fiscal years.• Performs review of custodial bank’s corporate action adjustments summary to ensure proper treatment and cost allocation. • Assists in strategic planning, scheduling of workflow assignments and procedural reviews.• Interacts with Treasury, Financial Reporting, Investment Operations, custodian banks, Compliance, and Portfolio Managers• Supports IT and Project Management Group to develop software solutions for Tax.• Assists Fund Tax managers in the development and implementation of internal controls for risk mitigation, including preparation of written policies and procedures.• For each fund’s semi-annual period end, updates the tax disclosure and tax sections in the shareholder report as directed and reviewed by Tax Manager.• Responsible for calculating/reviewing qualified dividend distribution calculations, foreign tax credit and impact of securities lending for assigned mutual funds as needed.• Prepares foreign tax returns as necessary.• Responsible for preparing schedules for any potential fund mergers, including, but not limited to; pre and post security holdings analysis, analysis required under IRC Sections 381-384, capital gain/loss carry-over analysis and built in gains or loss analysis.• Responsible for preparation and/or review of RIC qualification for all assigned mutual funds.• Trains Tax Analysts as needed and serves as mentor for complex tax accounting issues and questions.• Analyzes and completes year end 1099 and shareholder reporting data.• Responsible for staying current in the area of taxation and recognizing possible impacts of new tax law Performs research of complicated tax issues to reach sound conclusions. Proactively identifies and makes recommendations for tax strategies.• Participates in committees or task-force groups• Complies with all internal controls.Job RequirementsBachelors degree
in Accounting or Finance.2-4 years prior tax or mutual fund accounting experience necessary.**Knowledge and Skills*** Ability to understand financial statements and related reports and spreadsheets.* Proficiency in Microsoft Excel, use of macros, and Word required* 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.The role being advertised is an existing vacancy.**À propos de Manuvie et de John Hancock**La Société Financière Manuvie est un chef de file mondial des services financiers qui aide les gens à prendre leurs décisions plus facilement et à vivre mieux. Pour en apprendre plus à notre sujet, rendez vous à l’adresse .**Manuvie est un employeur qui souscrit au principe de l’égalité d’accès à l’emploi**Chez Manulife/John Hancock nous valorisons notre diversité. Nous nous efforçons d’attirer, de perfectionner et de maintenir une main d'oeuvre qui est aussi diversifiée que nos clients, et de favoriser la création d’un milieu de travail inclusif qui met à profit la diversité de nos employés et les compétences de chacun. Nous nous engageons à assurer un recrutement, une fidélisation, une promotion et une rémunération équitables, et nous administrons toutes nos pratiques et tous nos programmes sans discrimination en raison de la race, de l’ascendance, du lieu d’origine, de la couleur, de l’origine ethnique, de la citoyenneté, de la religion ou des croyances ou des convictions religieuses, du genre (y compris grossesse et affection liée à une grossesse), de l’orientation sexuelle, des caractéristiques génétiques, du statut d’ancien combattant, de l’identité de genre, de l’expression de genre, de l’âge, de l’état matrimonial, de la situation de famille, d’une invalidité ou de tout autre motif protégé par la loi applicable.Nous nous sommes donné comme priorité d’éliminer les obstacles à l’accès égalitaire à l’emploi. C’est pourquoi un représentant des Ressources humaines collaborera avec les candidats qui demandent accommodement raisonnable pendant le recrutement. Tous les renseignements communiqués pendant le processus de demande d'accommodement seront stockés et utilisés conformément aux lois et aux politiques applicables de Manuvie. Pour demander une mesure d’accommodement raisonnable dans le cadre du recrutement, écrivez à hr@manulife.com.**Referenced Salary Location**Boston, Massachusetts**Modalités de travail**Hybride**Salary range is expected to be between**$61,875.00 USD - $103,125.00 USDLes employés ont également la possibilité de participer à des programmes incitatifs et de recevoir une rémunération liée à la performance de l’entreprise et des individus. Le salaire réel variera selon les conditions du marché local, la région géographique et les facteurs propres au poste, tels que les connaissances, les compétences, les qualifications, l’expérience et la formation. Si vous postulez à ce poste en dehors de votre lieu principal, veuillez contacter hr@manulife.com pour connaître la fourchette salariale applicable à votre région.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 #J-18808-Ljbffr