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 model 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 setting.
- 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.

マニュライフとジョン・ハンコックについて

マニュライフ・ファイナンシャル・コーポレーションは、「あなたの未来に、わかりやすさを」を提供する、国際的な大手金融サービスプロバイダーです。当社について詳しくは、 https://www.manulife.co.jp/lをご覧ください。

マニュライフは機会均等を是とする雇用主です





マニュライフ/ジョン・ハンコックでは、多様性を受け入れます。私たちは、サービス提供先であるお客さまと同様に、多様な人材を引きつけ、育成し、定着させ、文化や個人の力を受け入れる包括的な職場環境を促進するよう努めています。当社は公正な採用、定着、昇進、報酬に努めています。当社のすべての慣行およびプログラムは、人種、祖先、出身地、肌の色、民族的出自、市民権、宗教または宗教的信念、信条、性別（妊娠および妊娠関連の状態を含む）、性的指向、遺伝的特徴、退役軍人としての地位、性自認、性に関する表明、年齢、婚姻状況、家族状況、障害、または適用法で保護されるその他の要因に対する一切の差別を行うことなく管理されます。

Referenced Salary Location

CAN, Quebec, Montreal, 900 Boulevard de Maisonneuve Ouest

Working Arrangement

ハイブリッド勤務

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 group
📍 Montreal