Tax Specialist

1 week ago

Waterloo, Canada Manulife Full time

Our Canadian Segment Taxation Operations team is currently looking for an individual with excellent interpersonal skills and knowledge of our Segregated Fund products or tax processes to join our team as a Taxation Specialist.

Taxation Operations not only focuses client reporting to the Canadian Division business units and responds to client related Inquiries but also has the expertise to diagnose and solve policy level taxation discrepancies. Reporting to the Manager, Tax Operations, the primary responsibility of the incumbent will be the accurate creation and timely submission of tax slips using the Divisional Tax Database (DTD). You will also manage a variety of client and Advisor inquiries and transaction reporting with varying levels of complexity.

This role provides an opportunity to gain knowledge of the wide range of products and hone your complex case and interdepartmental relationship building skills. Tax Operations have insight and impact in customer and advisor relationships through interactions with all business areas.

**Position Responsibilities**:

- Manage and prioritize work assignments primarily received through the Automated Work Distribution (AWD) System
- Generate tax slips using the Divisional Tax Database (DTD) for death claim settlements on Segregated Fund Registered Products
- Accurately review and process transactions in a timely manner
- Research and analyze inquiries to provide effective, timely resolutions.
- Plan and execute manual year-end tax reporting requirements
- Collaborate with cross-functional teams across multiple locations to manage dynamic volumes and meet service standards

**Required Qualifications**:

- College diploma or equivalent work experience
- Ability to work independently with mínimal supervision
- Strong decision-making and problem-solving skills
- High attention to detail and organizational skills
- Strong mathematical aptitude
- Excellent verbal and written communication abilities
- Ability to adapt positively to change and challenges

**Preferred Qualifications**:

- Knowledge of Segregated Fund Products (Asset)

**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

**About Manulife and John Hancock**

**Manulife is an Equal Opportunity Employer**

**Referenced Salary Location**

Waterloo, Ontario

**Working Arrangement**

Hybrid

**Salary range is expected to be between**

$42,825.00 CAD - $71,375.00 CAD

Manulife offers eligible employees a wide array of customizable benefits, including health, dental, mental health, vision, short

  • Tax Specialist

    1 week ago

    Waterloo, Canada Manulife Full time

    We are a leading financial services provider committed to making decisions easier and lives better for our customers and colleagues around the world. From our environmental initiatives to our community investments, we lead with values throughout our business. To help us stand out, we help you step up, because when colleagues are healthy, respected and...

  • Tax Specialist

    4 days ago

    Waterloo, Canada Manulife Full time

    We are a leading financial services provider committed to making decisions easier and lives better for our customers and colleagues around the world. From our environmental initiatives to our community investments, we lead with values throughout our business. To help us stand out, we help you step up, because when colleagues are healthy, respected and...

  • Specialist, International Corporate Tax

    4 days ago

    Waterloo, Canada KPMG Full time

    Overview: At KPMG, you’ll join a team of diverse and dedicated problem solvers, connected by a common cause: turning insight into opportunity for clients and communities around the world. The opportunity Our International Corporate Tax group’s primary focus is to create flexible structures that help reduce corporate and project-level taxation while...

  • Tax & Year End Specialist

    2 weeks ago

    Waterloo, Canada Gerber & Eckensweiler Bookkeeping Services Full time

    At Gerber & Eckensweiler, our mission is to bring clarity and growth to the companies we serve by providing consistent and comparable financial information. We pride ourselves on being customer-focused, relevant, and open to new ideas. Our spirit of excellence inspires and motivates employees to continuously improve, bringing the best out of everybody. We...

  • Payroll Specialist

    3 days ago

    Waterloo, Canada OpenText Full time

    AI-First. Future-Driven. Human-Centered. At OpenText, AI is at the heart of everything we do—powering innovation, transforming work, and empowering digital knowledge workers. We're hiring talent that AI can't replace to help us shape the future of information management. Join us. Your Impact The payroll specialist reports to the Manager of Americas Payroll...

  • Lead Payroll Specialist

    4 days ago

    Waterloo, Canada Open Text Corporation Full time

    **Lead Payroll Specialist**: - Req id: 42567- Waterloo, ON, CA **OPENTEXT** OpenText is a global leader in information management, where innovation, creativity, and collaboration are the key components of our corporate culture. As a member of our team, you will have the opportunity to partner with the most highly regarded companies in the world, tackle...

  • Payroll Specialist

    4 days ago

    Waterloo, Canada AspiringIT Full time

    **Job Overview** **Job Title: Payroll Specialist** **Location: Hybrid - Waterloo, ON, CanadaJob Type: 6 Months ContractAbout the Role**:We are looking for an experienced Payroll Specialist to join our Americas Payroll team. This role will focus on payroll processing for Canada and the US and contribute to payroll system implementation projects (ADP...

  • Payroll Specialist

    1 week ago

    Waterloo, Canada aspiringit Full time

    **Job Title**: Payroll Specialist **Location**: Hybrid - Waterloo, ON, Canada **Job Type**: Contract / Hourly **About the Role**: We are looking for an experienced **Payroll Specialist** to join our Americas Payroll team. This role will focus on payroll processing for Canada and the US and contribute to payroll system implementation projects (ADP...

  • Collections Specialist

    2 weeks ago

    Waterloo, Canada Sandvine Full time

    **Transform the way the world runs networks**: **The Opportunity**: ***As a Collections Specialist within the Sandvine finance team, you will be responsible for providing integral support to the accounts receivable cycle, with a specific focus on the global collections process. Reporting to the Senior Manager, Finance, you will own accountability in reducing...

  • Accounting Specialist

    2 weeks ago

    Waterloo, Canada EXEL Research Inc. Full time

    **ABOUT EXEL RESEARCH INC.**: EXEL Research Inc. is a family-owned and operated company. It was founded in September 1984 by Dr. Savvas Chamberlain. The head office of EXEL is in Waterloo, Ontario, Canada. EXEL carries out business in three areas. It invests in small to medium sized local businesses, primarily in high-tech. However, it also believes in the...