Tax Analyst

Manulife Financial Corporation

Boston, Massachusetts, US
Base: $61,875.00 - $103,125.00 usd; bonus/equity: ...
Hybrid
Mutual fund tax code knowledge
Federal and state tax return preparation
Portfolio holdings analysis
The role involves supporting tax compliance for mutual fund products by preparing complex federal and state tax provisions and returns

Job Summary

  • The role involves supporting tax compliance for mutual fund products by preparing complex federal and state tax provisions and returns.
  • Candidates will analyze portfolio holdings including derivatives, partnerships, REITs, and PFICs to manage related tax treatments.
  • Employees benefit from a hybrid work arrangement in Boston with access to comprehensive health, retirement, and wellness benefits.

Matching Summary

The role involves supporting tax compliance for mutual fund products by preparing complex federal and state tax provisions and returns.

Salary

Base: $61,875.00 - $103,125.00 USD; Bonus/Equity: Incentive compensation tied to performance; Benefits: Health, dental, vision, 401(k) matching, up to 11 paid holidays

Skills & Requirements

Must-have

  • Mutual fund tax code knowledge
  • Federal and state tax return preparation
  • Portfolio holdings analysis
  • Microsoft Excel proficiency with macros
  • RIC qualification expertise

Nice-to-have

  • Cross-functional collaboration skills
  • System and process improvement experience
  • Mentoring analysts capability
  • Adaptable work environment fit

Key Requirements

  • Bachelor's degree in Accounting or Finance
  • 2-4 years prior tax or mutual fund accounting experience
  • Knowledge of standard RIC tax adjustments

Work Rights

Not specified

Tailored Resume

Cover Letter