Job Description

Join our Tax Operations team as a Taxation Officer and play a key role in ensuring accurate tax reporting for life insurance products. You'll resolve complex tax issues, support compliance with legislative requirements, and collaborate across teams to deliver exceptional results for our customers.

Position Responsibilities:

Provide tax responses and supporting calculations for escalated customer cases and inquiries from call centers and administrative teams. Support year-end tax slip production, ensuring timely and accurate reporting within a strong control environment. Investigate and resolve complex tax issues, including exempt tests and escalations, and recommend process improvements. Participate in business projects to ensure systems reflect tax compliance requirements and legislative changes. Monitor tax legislation, communicate implications for products, and share updates with internal teams and business partners. Act as a subject matter expert, collaborating across departments to troubleshoot issues and drive operational efficiency.

Required Qualifications:

Has a foundational understanding of life insurance taxation and why accurate reporting matters (technical training provided). Appreciates the importance of correct tax documents, calculations, and policy reporting. Is familiar with Manulife life insurance products across multiple systems and platforms. Is highly customer-focused and able to navigate complexity to deliver the best outcomes. Collaborates effectively with partners and can lead projects or complex cases. Is a strong teammate, eager to grow their career in tax and possibly pursue a tax designation. Enjoys teaching and helping team members understand systems, calculations, and the impact of our work. Enjoys working with numbers, spreadsheets, and solving complex problems.

Preferred Qualifications:

Taxation knowledge Experience with life insurance and annuity taxation Familiarity with life, health, and disability insurance and/or investment products Experience with tax slip preparation Completion of LOMA courses Bilingualism (English and French) is an asset. If the successful candidate is in Quebec, proficiency in both languages will be required to support clients from various provinces outside of Quebec.

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

About Manulife and John Hancock

Manulife Financial Corporation is a leading international financial services provider, helping people make their decisions easier and lives better. To learn more about us, visit https://www.manulife.com/en/about/our-story.html .

Manulife is an Equal Opportunity Employer

At Manulife/John Hancock, we embrace our diversity. We strive to attract, develop and retain a workforce that is as diverse as the customers we serve and to foster an inclusive work environment that embraces the strength of cultures and individuals. We are committed to fair recruitment, retention, advancement and compensation, and we administer all of our practices and programs without discrimination on the basis of race, ancestry, place of origin, colour, ethnic origin, citizenship, religion or religious beliefs, creed, sex (including pregnancy and pregnancy-related conditions), sexual orientation, genetic characteristics, veteran status, gender identity, gender expression, age, marital status, family status, disability, or any other ground protected by applicable law.


It is our priority to remove barriers to provide equal access to employment. A Human Resources representative will work with applicants who request a reasonable accommodation during the application process. All information shared during the accommodation request process will be stored and used in a manner that is consistent with applicable laws and Manulife/John Hancock policies. To request a reasonable accommodation in the application process, contact recruitment@manulife.com .

Referenced Salary Location

Waterloo, Ontario

Working Arrangement

Hybrid

Salary range is expected to be between

$57,675.00 CAD - $96,125.00 CAD
If you are applying for this role outside of the primary location, please contact recruitment@manulife.com for the salary range for your location. The actual salary will vary depending on local market conditions, geography and relevant job-related factors such as knowledge, skills, qualifications, experience, and education/training. Employees also have the opportunity to participate in incentive programs and earn incentive compensation tied to business and individual performance.


Manulife 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 and a global share ownership plan with employer matching contributions) and financial education and counseling resources. Our generous paid time off program in Canada includes holidays, vacation, personal, and sick days, and we offer the full range of statutory leaves of absence. If you are applying for this role in the U.S., please contact recruitment@manulife.com for more information about U.S.-specific paid time off provisions.