Finance Specialist - Regulatory and Audit
Manulife
**The Opportunity**
Are you looking for a supportive, collaborative workplace with great teams and inspiring leaders? You’ve come to the right place. We’re looking for ambitious people who share our values and want to make every day better for people around the world. If this sounds like you, and the career below sounds exciting, we’d like to hear from you.
**We are looking for someone with:**
• Bachelor’s degree in Accounting or Finance or related experience
• 3-5 years regulated investment company taxation experience
• Solid understanding of federal and state tax compliance concerning regulated investment companies, insurance companies and regular corporations
• 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
**On the job you will: **
• Prepare annual tax provisions including required distributable amount, incorporating all required tax adjustments to net investment income.
• Prepare the federal and state income tax returns for the Manufacturers Investment Trust portfolios
• Calculate tax basis dividend distributions for Portfolios of the MIT associated with the Company’s variable product
• Determine excise tax distributable amounts for applicable portfolios of the MIT
• Prepare ROC-SOP (Return of Capital) adjustments
• Prepare tax basis adjustments of investment securities
• Review diversification tests applicable to tax rules for all portfolios
• Prepare reports for management as requested
• Participate on mutual fund tax related projects as needed
• Assists in strategic planning, scheduling of workflow assignments and procedural reviews.
• Interacts with Treasury, Financial Reporting, Investment Operations, custodian banks, Compliance, and Portfolio Managers
• Develop software solutions for Tax
• Asset managers in the development and implementation of internal controls for risk mitigation including preparation of written policies and procedures.
**Working Arrangement:** Hybrid
**What motivates you?**
• You obsess about customers, listen, engage and act for their benefit
• You think big, with curiosity to discover ways to use your agile mindset and enable business outcomes
• You thrive in teams, and enjoy getting things done together
• You take ownership and build solutions, focusing on what matters
• You do what is right, work with integrity and speak up
• You share your humanity, helping us build a diverse and inclusive work environment for everyone
**Our commitment to you**
• Our mission; to be a part of making Decisions Easier and Lives Better
• A leadership team dedicated to your growth and success
• A bold ambition and set of goals to be a leader in driving transformation in our industry
• Our best. Every day.
**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 INTERNAL 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.
**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 más fácil y a vivir mejor. Para obtener más información acerca de nosotros, visite http://www.manulife.com .
**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 retención de talento, el ascenso y la remuneración, y administramos todas nuestras prácticas y programas sin discriminación por motivos de raza, ascendencia, lugar de origen, color, origen étnico, ciudadanía, religión o creencias religiosas, credo, sexo (incluyendo el embarazo y las afecciones relacionadas con este), orientación sexual, características genéticas, condición de veterano, identidad de género, expresión de género, 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 trabajará con los solicitantes que requieran una adaptación razonable durante el proceso de solicitud. Toda la información que se haya compartido durante el proceso de solicitud de adaptación se almacenará y utilizará de manera congruente con las leyes y las políticas de Manulife/John Hancock correspondientes. Para solicitar una adaptación razonable en el proceso de solicitud, envíenos un mensaje a recruitment@manulife.com .
**Modalidades de Trabajo**
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