The Tax Operation team is seeking a Bilingual Tax Operations Representative to join our dynamic team. The ideal candidate will thrive in a fast-paced environment, possess strong technical abilities, and demonstrate agility in handling customer inquiries. Our team values empathy and seeks individuals who are passionate about helping others. We believe in empowering employees to take initiative and grow within the company.

In our operations team, we love working together and learning from each other, all while serving customers with the highest level of dedication. That's why this role is a mix of in-office and remote work, with team members in the office on Tuesdays through Thursdays. This hybrid mode not only supports work-life balance but also fosters collaboration and innovation, which are essential as we strive to grow the business.

Reporting to the Manager of Tax Operations, the incumbent of the position is primarily responsible for handling advisor and customer interactions—including both outbound calls and incoming inquiries—for transactions relating to individual insurance taxation with varying levels of complexity.

Position Responsibilities:

This role will be collaborating with various individuals within the tax team and internal stakeholders across Manulife. The role will involve a variety of tasks and functions including:

- Provide exceptional customer service to policyholders, agents, and other collaborators in both French and English languages 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 in all interactions to build positive relationships with customers and advisors.
- Contribute to the success of the Tax team by supporting additional tasks and initiatives as assigned.

Required Qualifications:

- Proven experience working in a fast-paced customer service environment. A minimum of 3 years of experience in a similar role is preferred.
- Self-started with 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 (French/English):



The successful candidate will be required to communicate in English and French in order to support clients from various jurisdictions outside of Quebec.

Preferred Qualifications:

- Ability to learn new software/system applications quickly
- Demonstrates initiative, attention to detail, and decision-making skills
- Strong interpersonal skills and verbal and written communication skills
- Solid problem-solving skills
- Ability to respond positively and constructively to challenges and opportunities
- Organizational skills and ability to multitask
- Consistently responds to challenges and opportunities in a positive and productive manner
- Proficient in Excel (ability to do Pivot tables, VLOOKUPs, sorting and handling large amounts of data)
- Consistently meet or exceed productivity, quality and service standard objectives.
- Multi-task and prioritize daily to maintain workload and to address urgent/rush cases.
- The versatility to do many different types of work within the business area.
- Consistent demonstration of flexibility and adaptability in a rapidly changing environment.
- Confidently communicate (written or phone) with internal, external clients, sponsors, agents and brokers in a courteous and professional manner
- Routinely demonstrate ownership and accountability of all re-quests in a proactive rather than reactive manner.

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.

The role being advertised is an existing vacancy.

關於宏利和恒康

宏利金融公司是一家業界領先的國際金融服務商，致力於幫助人們實現「輕鬆投資理財，樂享豐盛人生」。若要進一步了解我們，請瀏覽https://www.manulifeim.com/institutional/tw/en。

宏利是平等機會僱主





在宏利／恒康，我們擁抱多元。我們致力於吸引、培養及挽留和所服務客戶同樣多元的員工，並從而營造包容的工作環境，接納文化和個體差異。我們矢志維持公平的招聘、挽留、晉升及薪酬制度，我們管理的所有實踐及項目不會因種族、血統、原籍地、膚色、族裔、國籍、宗教或宗教信仰、信仰、性別（包括懷孕及其相關情況）、性取向、遺傳特徵、退伍軍人身份、性別認同、性別表達、年齡、婚姻狀況、家庭狀況、殘疾或受適用法律保護的任何其他因素而區別對待。

我們的首要任務是消除障礙，為員工提供平等就業機會。人力資源部代表將盡力為應徵過程中提出要求的申請人提供合理協助。申請人要求提供協助所分享的信息將會按照適用法律及宏利／恒康政策儲存及使用。申請人要求提供協助，請聯絡 [email protected]。

Referenced Salary Location

CAN, Quebec, Montreal, 900 Boulevard de Maisonneuve Ouest

Working Arrangement

混合式

Salary range is expected to be between

$51,975.00 CAD - $86,625.00 CAD

Employees also have the opportunity to participate in incentive programs and earn incentive compensation tied to business and individual performance. 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. If you are applying for this role outside of the primary location, please contact [email protected] for the salary range for your location.

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 [email protected] for more information about U.S.-specific paid time off provisions.

We use data and analytics technologies, such as artificial intelligence (AI), and automated processing tools, to analyze and process the information you provide to us or third parties in the application process. For more information, please refer to our personal information collection statement.

📌 Bilingual Tax Operations Representative (Montreal)
🏢 Manulife Financial
📍 Montreal