• Provide tax responses and supporting calculations for escalated customer cases.
• Support year-end tax slip production.
• Investigate and resolve complex tax issues.
• Participate in business projects to ensure systems reflect tax compliance requirements.
• Monitor tax legislation and communicate implications for products.
• Act as a subject matter expert, collaborating across departments.

Requirements

foundational understanding of life insurance taxation
appreciates the importance of correct tax documents, calculations, and policy reporting
familiar with Manulife life insurance products
highly customer-focused
collaborates effectively with partners
eager to grow their career in tax
enjoys teaching and helping team members
enjoys working with numbers, spreadsheets, and solving complex problems
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

🔍 ATS Optimization Keywords
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Hard Skills

taxation knowledge
tax slip preparation
life insurance taxation
annuity taxation
policy reporting
calculations
spreadsheets
complex problem solving

Soft Skills

customer-focused
collaboration
teaching
helping team members
eager to grow

Certifications & Qualifications

LOMA courses

Taxation Officer

Tax Specialist – Segregated Funds