Tax Analyst supporting TAG Software Group’s Canadian, US, and international tax compliance. Maintaining cross - border tax schedules, provisions, filings, and audit support for TAG’s software portfolio.
About the role
- Director advising Manulife’s Canadian financial-services businesses on product tax and customer compliance. Leading technical research, filings, withholding, governance and tax-process improvements.
Responsibilities
- Provide strategic and technical tax advice on Canadian product and customer taxation matters
- Advise Insurance, Bank, Group Benefits, Group Retirement Solutions and Wealth/Asset Management business units on customer tax compliance
- Research and respond to complex tax questions from business units, customers and government tax authorities
- Participate in business initiatives and advise on product features, structures, contract language and tax risks
- Conduct independent tax research and prepare technical tax analyses using legislation, case law and government administrative positions
- Monitor legislative and administrative developments and provide practical guidance
- Build cross-functional relationships and identify and manage tax and reputational risks
- Oversee customer and product tax compliance activities, filings, reporting and tax-season deliverables
- Oversee customer tax withholding and remittance activities, reconciliations and supporting working papers
- Liaise with government tax authorities, auditors and external advisors
- Maintain tax governance, controls, documentation and supporting records
- Lead opportunities to improve, simplify and automate tax compliance processes using technology and data
- Coach and develop the Canadian Product Tax team and build technical tax capabilities
Requirements
- CPA designation
- Minimum of 7 years of relevant Canadian tax experience
- Completion of the CPA In-Depth Tax Program
- Significant financial services industry experience is preferred
- Deep technical knowledge of Canadian taxation
- Experience with financial products, registered accounts, trusts, tax slip reporting, tax withholding and FATCA/CRS is an asset
- Excellent tax research, technical analysis and problem-solving skills
- Ability to independently analyze complex tax issues and develop practical recommendations
- Sound judgment and ability to identify, assess and manage tax and reputational risk
- Demonstrated leadership skills, including coaching and developing others
- Strong organizational and prioritization skills
- Ability to manage multiple complex priorities and tight deadlines
- Aptitude for technology and interest in data, automation and emerging technologies
- Proficiency with Excel, CCH Taxprep, SharePoint, Power BI and Alteryx is an asset
Benefits
- Flexible work environment
- 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
- Learning and career growth support
- Well-being and inclusion support
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