Under 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 u2022 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. u2022 Reviews portfolio holdings for PFIC, REIT, partnership, complex and derivative securities. Analyzes the tax treatment of complex derivative securities, partnerships, trusts, REITs, and PFICu2019s. Maintains a schedule of identified securities that have special tax treatment. u2022 Responsible for earnings and profit calculations for assigned mutual funds as required. u2022 Analyzes tax adjustments such as: RIK, wash sales, POL, OID, market discount, CLCFs, PFICs, REITs, ROC, straddles and hedges, options, futures, and forwards, u00a7988 adjustments, u00a71256 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. u2022 Performs review of custodial banku2019s corporate action adjustments summary to ensure proper treatment and cost allocation. u2022 Assists in strategic planning, scheduling of workflow assignments and procedural reviews. u2022 Interacts with Treasury, Financial Reporting, Investment Operations, custodian banks, Compliance, and Portfolio Managers u2022 Supports IT and Project Management Group to develop software solutions for Tax. u2022 Assists Fund Tax managers in the development and implementation of internal controls for risk mitigation, including preparation of written policies and procedures. u2022 For each fundu2019s semi-annual period end, updates the tax disclosure and tax sections in the shareholder report as directed and reviewed by Tax Manager. u2022 Responsible for calculating/reviewing qualified dividend distribution calculations, foreign tax credit and impact of securities lending for assigned mutual funds as needed. u2022 Prepares foreign tax returns as necessary. u2022 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. u2022 Responsible for preparation and/or review of RIC qualification for all assigned mutual funds. u2022 Trains Tax Analysts as needed and serves as mentor for complex tax accounting issues and questions. u2022 Analyzes and completes year end 1099 and shareholder reporting data. u2022 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. u2022 Participates in committees or task-force groups u2022 Complies with all internal controls. Job Requirements Bachelors 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:_ + Weu2019ll empower you to learn and grow the career you want. + Weu2019ll recognize and support you in a flexible environment where well-being and inclusion are more than just words. + As part of our global team, weu2019ll support you in shaping the future you want to see. The role being advertised is an existing vacancy. Acerca de Manulife y John Hancock Manulife Financial Corporation es un importante proveedor internacional de servicios financieros que ayuda a las personas a tomar decisiones de una manera mu00e1s fu00e1cil y a vivir mejor. Para obtener mu00e1s informaciu00f3n acerca de nosotros, visite . Manulife es un empleador que ofrece igualdad de oportunidades En Manulife/John Hancock, valoramos nuestra diversidad. Nos esforzamos por atraer, formar y retener una fuerza laboral tan diversa como los clientes a los que prestamos servicios, y para fomentar un entorno laboral inclusivo en el que se aprovechen las fortalezas de las culturas y las personas. Estamos comprometidos con la equidad en las contrataciones, la retenciu00f3n de talento, el ascenso y la remuneraciu00f3n, y administramos todas nuestras pru00e1cticas y programas sin discriminaciu00f3n por motivos de raza, ascendencia, lugar de origen, color, origen u00e9tnico, ciudadanu00eda, religiu00f3n o creencias religiosas, credo, sexo (incluyendo el embarazo y las afecciones relacionadas con este), orientaciu00f3n sexual, caracteru00edsticas genu00e9ticas, condiciu00f3n de veterano, identidad de gu00e9nero, expresiu00f3n de gu00e9nero, edad, estado civil, estatus familiar, discapacidad, o cualquier otro aspecto protegido por la ley vigente. Nuestra prioridad es eliminar las barreras para garantizar la igualdad de acceso al empleo. Un representante de Recursos Humanos trabajaru00e1 con los solicitantes que requieran una adaptaciu00f3n razonable durante el proceso de solicitud. Toda la informaciu00f3n que se haya compartido durante el proceso de solicitud de adaptaciu00f3n se almacenaru00e1 y utilizaru00e1 de manera congruente con las leyes y las polu00edticas de Manulife/John Hancock correspondientes. Para solicitar una adaptaciu00f3n razonable en el proceso de solicitud, envu00edenos un mensaje a . Ubicaciu00f3n principal Boston, Massachusetts Modalidades de Trabajo Hu00edbrido Se prevu00e9 que el rango salarial estu00e9 entre $61,875.00 USD - $103,125.00 USD Los empleados tambiu00e9n tienen la oportunidad de participar en programas de incentivos y recibir una compensaciu00f3n vinculada al rendimiento empresarial e individual. El salario real variaru00e1 segu00fan las condiciones del mercado local, la geografu00eda y factores relacionados con el puesto como conocimientos, habilidades, requerimientos, experiencia y educaciu00f3n/formaciu00f3n. Si solicitas este puesto fuera de tu ubicaciu00f3n principal, por favor escru00edbenos a para conocer el rango salarial correspondiente a tu ubicaciu00f3n. Manulife/John Hancock ofrece a los empleados aptos una amplia variedad de beneficios personalizables, entre ellos, beneficios de salud, odontolu00f3gicos, de salud mental, oftalmolu00f3gicos, por discapacidad a corto y a largo plazo, cobertura de seguro de vida y por muerte accidental y desmembramiento, adopciu00f3n/subrogaciu00f3n y bienestar, y planes de asistencia al empleado/familiar. Tambiu00e9n ofrecemos a los empleados admisibles varios planes de ahorro para la jubilaciu00f3n (incluidos planes de ahorro 401(k) o de pensiones y un plan mundial de propiedad de acciones con contribuciones equivalentes del empleador) y recursos de asesoramiento y educaciu00f3n financiera. Nuestro generoso programa de du00edas libres pagos en EE. UU. contempla hasta 11 du00edas festivos, 3 du00edas personales, 150 horas de vacaciones y 40 horas de licencia por enfermedad (o mu00e1s cuando lo exija la ley) por au00f1o, y ofrecemos todos los tipos de licencias contempladas por la ley. 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 (. Conozca sus derechos ( Permiso Familiar y Mu00e9dico Ley de Protecciu00f3n del Empleado contra el Examen Poligru00e1fico ( Derecho al Trabajo Verificaciu00f3n Electru00f3nica (E- Verify ) Transparencia Salarial (English_formattedESQA508c.pdf) Company: John Hancock Life Insurance Company (U.S.A.)
Job Title
Tax Analyst