AVP-Investment Tax

Location: Toronto

The AVP – Investment Tax interprets and applies U.S. federal and state income tax laws and collaborates with other associates in Investment Tax on interpreting and applying tax laws of other jurisdictions, including Canada, and jurisdictions in Europe and Asia, in support of all aspects of the Company’s investment operations, corporate transactions, and third-party investment funds.

Position Responsibilities:

Evaluate the tax implications of proposed investments and investment strategies.

Work closely with the Company’s Investment Law and Private Market’s legal teams and outside counsel in the development of the legal structure and documentation of Company investments and Company-sponsored private markets third-party investment funds

Draft and review investment documents.

Address all tax issues associated with each phase of an investment and the life cycle of investment funds.

Review prospectuses, offering memorandums, and term sheets, and address technical tax implications of investment terms.

Provide tax advice and drafting assistance to personnel in the Company’s business segments, including legal, finance and accounting functions to support the preparation of prospectuses, marketing materials, and other customer disclosures.

Provide expert tax advice on proposed investments and the optimization of acquisition/investment structure; manage domestic and foreign tax exposure to optimize after-tax return for the Company and its investment products.

Address US and foreign tax implications of various investment activities, including acquisition planning, post-acquisition restructuring, and exit/liquidation strategies, and advise Company tax compliance personnel on such implications.

Work closely with tax professionals in North America, Pan Asia and Europe, external advisers, and co- investors to safeguard the Company’s investment interests.

Advise the Company of investment-related tax risks and assess and report to the appropriate Company officers on whether the risks are appropriately identified, assessed, and monitored.

Keep abreast of developments in tax legislation and evaluate their impact on existing investment strategies and operations.

Required Qualifications:

JD/LLB and/or CPA/CA designation.

Ten or more years of US tax experience in either private practice or in-house setting, or a combination of both. Ideally, the in-house experience will be in a financial services organization.

Strong knowledge of U.S. federal income tax laws.

Familiarity with IRS guidance, court decisions, and industry practices concerning taxation of investments and investment funds.

Strong research, drafting, and communication skills.

Ability to collaborate across disciplines and manage multiple projects under tight deadlines.

Experience with private markets tax matters.

Familiarity with US REIT rules.

Knowledge of financial institutions and investment products.

Experience resolving technical tax issues from a business perspective, and the ability to distill complex issues and communicate key concepts in a comprehensive manner to business team.

Ability to handle multiple projects with competing and changing priorities.

Strong research and analytical skills.

Ability to analyze complex structures and products with attention to detail.

Location:

The preferred work location is either Toronto or Boston with a hybrid work arrangement (currently, three days in office);

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.

About Manulife and John Hancock…