Tax Analyst

Manulife

Boston, Massachusetts, United States
Base: $61,875.00 - $103,125.00 usd; bonus/equity: ...
Hybrid
Mutual fund tax provisions preparation
Federal and state tax return filing
Portfolio holdings analysis for derivatives
This role supports the tax compliance of mutual fund products by preparing and reviewing complex federal, state, and foreign tax returns

Job Summary

  • This role supports the tax compliance of mutual fund products by preparing and reviewing complex federal, state, and foreign tax returns.
  • The position offers hands-on exposure to end-to-end tax processes and the opportunity to deepen expertise in investment and mutual fund taxation.
  • Employees enjoy a wide array of customizable benefits including health, dental, vision, retirement savings plans with employer matching, and generous paid time off.

Matching Summary

This role supports the tax compliance of mutual fund products by preparing and reviewing complex federal, state, and foreign tax returns.

Salary

Base: $61,875.00 - $103,125.00 USD; Bonus/Equity: Incentive compensation tied to business and individual performance; Benefits: Health, dental, vision, 401(k) matching, up to 150 hours vacation

Skills & Requirements

Must-have

  • Mutual fund tax provisions preparation
  • Federal and state tax return filing
  • Portfolio holdings analysis for derivatives
  • RIC qualification and shareholder reporting
  • Microsoft Excel macros proficiency

Nice-to-have

  • Cross-functional collaboration skills
  • Process improvement initiative experience
  • Mentoring junior analysts capability
  • Adaptable work environment preference

Key Requirements

  • Bachelor's degree in Accounting or Finance
  • 2-4 years prior tax or mutual fund accounting experience
  • Knowledge of standard RIC tax adjustments
  • Understanding of mutual fund related tax code sections

Work Rights

Not specified

Tailored Resume

Cover Letter