Tax Manager overseeing PressReader’s tax compliance, reporting, planning, and transfer pricing. Supporting the digital content distribution company’s cross - border growth and financial reporting.
About the role
- Bilingual Tax Operations Representative handling individual insurance-tax inquiries for Manulife. Serving policyholders and advisors in French and English through calls and email.
Responsibilities
- Handle advisor and customer interactions, including outbound calls and incoming inquiries, for individual insurance taxation transactions of varying complexity
- Provide exceptional customer service to policyholders, agents, and collaborators in French and English through outbound calls and emails
- Respond to customer inquiries, assess issues, and deliver detailed, proactive solutions
- Meet daily service level agreements with high accuracy
- Demonstrate emotional intelligence and understanding to build positive customer and advisor relationships
- Collaborate with the tax team and internal stakeholders across Manulife
- Support additional Tax team tasks and initiatives as assigned
- Maintain workload and address urgent/rush cases
- Communicate with internal and external clients, sponsors, agents, and brokers
Requirements
- Proven experience working in a fast-paced customer service environment
- A minimum of 3 years of experience in a similar role is preferred
- Ability to work with minimal direct supervision
- Strong technical skills and ability to navigate multiple computer systems and software applications
- Ability to learn and understand basic Tax concepts
- Ability to shift quickly and adapt to change
- Ability to work in a fast-paced environment
- Fully bilingual in French and English
- Ability to learn new software/system applications quickly
- Initiative, attention to detail, and decision-making skills
- Strong interpersonal, verbal, and written communication skills
- Problem-solving skills
- Organizational skills and ability to multitask
- Proficiency in Excel, including PivotTables, VLOOKUPs, sorting, and handling large amounts of data
- Ability to meet or exceed productivity, quality, and service standard objectives
- Ability to prioritize workload and address urgent/rush cases
- Flexibility and adaptability in a rapidly changing environment
- Ability to communicate courteously and professionally with internal and external clients, sponsors, agents, and brokers
- Ability to demonstrate ownership and accountability of requests
Benefits
- Incentive programs and incentive compensation tied to business and individual performance
- Flexible environment supporting well-being and inclusion
- Health insurance
- Dental insurance
- Mental health benefits
- Vision insurance
- Short- and long-term disability insurance
- Life and AD&D insurance coverage
- Adoption/surrogacy benefits
- Wellness benefits
- Employee/family assistance plans
- Retirement savings plans, including pension
- Global share ownership plan with employer matching contributions
- Financial education and counseling resources
- Paid holidays, vacation, personal, and sick days
- Statutory leaves of absence
- Flexible hybrid work arrangement
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Experience level
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Degree requirement
No Education Requirement
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