The Canadian Product Tax team provides strategic tax advisory and compliance support across Manulife's Canadian lines of business.

Reporting to the AVP, Canadian Product Tax, the Director is responsible for providing technical tax advice related to Manulife's products and for overseeing tax compliance associated with customer taxation.

This role provides a unique opportunity to develop broad expertise across a diverse range of financial products.

The successful candidate will be an experienced tax skilled with strong tax research, technical analysis and problem-solving skills.

Excellent written and verbal communication skills are essential, along with the ability to translate complex tax legislation, technical concepts and risks into clear, practical advice tailored to a range of stakeholders.

You will be expected to exercise strong judgment, work collaboratively across the organization, build relationships with business partners, and effectively influence decisions on complex tax matters.

Intellectual curiosity, initiative and a strong commitment to continuous learning are critical to success in this role. **Position Responsibilities:** Provide strategic and technical tax advice on a broad range of Canadian product and customer taxation matters, including: Advising business units (Insurance, Bank, Group Benefits, Group Retirement Solutions and Wealth/Asset Management) on tax compliance requirements relating to customer tax including product administration, withholding tax and tax slip reporting Researching and responding to complex tax questions from business units, customers and government tax authorities Participating in business initiatives to ensure tax requirements are appropriately identified and addressed, and advising on product features, structures, contract language and associated tax risks Conduct independent tax research and prepare well supported technical tax analyses on complex product and customer tax matters, applying relevant legislation, case law and government administrative positions Monitor and interpret legislative and administrative developments affecting product and customer taxation; assess implications for Manulife products, customers and business operations and provide clear and practical guidance Build strong cross-functional relationships across business units to maintain awareness of emerging tax issues, business initiatives and product developments, and proactively identify and manage tax and reputational risks Oversee and support the timely and accurate completion of customer and product tax compliance activities, including applicable tax filings, reporting and related tax season deliverables Oversee customer tax withholding and remittance activities, including reconciliations and supporting working papers for remittances, filings, returns and amendments Act as a key liaison with government tax authorities, auditors and external advisors, representing and supporting the business in resolving technical, compliance and administrative tax matters Maintain effective tax governance and controls, including appropriate documentation of tax positions, compliance processes, procedures and supporting records Identify and lead opportunities to improve,



simplify and automate tax compliance processes and other team activities, including the effective use of technology and data Support the development of the Canadian Product Tax team through coaching, knowledge sharing, collaboration and development of technical tax capabilities **Required Qualifications:** CPA designation Minimum of 7 years of relevant Canadian tax experience Completion of the CPA In-Depth Tax Program Significant experience in the financial services industry is preferred, whether gained directly within the industry or through an accounting firm advising financial services clients Deep technical knowledge of Canadian taxation.

Experience with financial products and areas such as registered accounts, trusts, tax slip reporting, tax withholding and FATCA/CRS is considered an asset Excellent tax research, technical analysis and problem-solving skills, with the ability to independently analyze complex tax issues and develop practical recommendations Sound judgment and the ability to identify, assess and manage tax and reputational risk while considering customer and operational implications Demonstrated leadership skills, including the ability to coach and develop others, promote collaboration and effectively influence stakeholders Strong organizational and prioritization skills, with the ability to manage multiple complex priorities and deliver high-quality work within tight deadlines Aptitude for technology and an interest in using data, automation and emerging technologies to improve tax processes and team effectiveness.

Proficiency with tools such as Excel, CCH Taxprep, Share

Point, Power BI and Alteryx are assets **_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 #LI-Hybrid The role being advertised is an existing vacancy. **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 [email protected] . **Referenced Salary Location** Toronto, Ontario **Modalidades de Trabajo** Híbrido **Salary range is expected to be between** $125,100.00 CAD - $175,100.00 CAD Los empleados también tienen la oportunidad de participar en programas de incentivos y recibir una compensación vinculada al rendimiento empresarial e individual.

El salario real variará según las condiciones del mercado local, la geografía y factores relacionados con el puesto como conocimientos, habilidades, requerimientos, experiencia y educación/formación.

Si solicitas este puesto fuera de tu ubicación principal, por favor escríbenos a [email protected] para conocer el rango salarial correspondiente a tu ubicación.

Manulife ofrece a los empleados aptos una amplia variedad de beneficios personalizables, entre ellos, beneficios de salud, odontológicos, de salud mental, oftalmológicos, por discapacidad a corto y a largo plazo, cobertura de seguro de vida y por muerte accidental y desmembramiento, adopción/subrogación y bienestar, y planes de asistencia al empleado/familiar.

También ofrecemos a los empleados admisibles varios planes de ahorro para la jubilación (incluidos planes de pensiones y un plan mundial de propiedad de acciones con contribuciones equivalentes del empleador) y recursos de asesoramiento y educación financiera.

Nuestro generoso programa de tiempo libre remunerado en Canadá incluye feriados, vacaciones, días personales y días por enfermedad, y ofrecemos la gama completa de ausencia laboral reglamentaria.

Si se está postulando para este puesto en los EE. UU., póngase en contacto con [email protected] para obtener más información sobre las disposiciones relativas al tiempo libre remunerado específicas de EE. UU.

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 (https://careers.manulife.com/global/en/talentacquisitionprivacystatement) .

📌 Director, Canadian Product Tax (Waterloo)
🏢 Manulife
📍 Waterloo