AVP & Counsel/ InvestmentTax-1712267
Business Title: AVP & Counsel/Investment Tax
Business Unit: U.S. Law & Compliance
Functional Group: Legal
Location: U.S. Boston, MA
Reports to: Vice President, Counsel Tax
People Manager: No
The AVP & Counsel/Investment Tax is a member of the Tax Practice Group within John Hancock’s Law & Compliance function. The Tax Practice Group provides legal services to John Hancock and other Manulife business units and legal entities relative to matters involving the applicability and impact of US federal and state tax laws on John Hancock and Manulife products, businesses, customers and employees. While the AVP & Counsel/ Investment & Corporate Tax is expected to possess or develop and maintain the skills necessary to provide the full array of tax advisory services provided by the Tax Practice Group, the main focus of the position is to provide tax counsel and advice to Company personnel on all aspects of the taxation of the Company’s investments, corporate transactions and third-party asset management relationships.
Provide legal advice to Manulife and its affiliated companies on tax considerations of the Company’s investments, corporate transactions and third-party asset management relationships, including Company sponsored or managed funds.
Provide advice, direction and instruction to personnel in the Company’s investment, business, legal, finance, accounting, and systems functions on the tax planning opportunities and compliance requirements relative to all of the Company’s investing activities.
Provide advice and assistance to personnel in the Company’s business, legal, finance and accounting functions in support of the preparation of prospectuses, marketing materials and other customer disclosures.
Advise the Company of known investment related tax risks and assess and report to the appropriate Company officers as to whether those risks are appropriately identified, assessed, monitored and reported on in compliance with the Company’s Tax Risk Policy,
Represent the Company before tax authorities or in other legal proceedings and forums
Engage outside counsel when necessary and appropriate, after obtaining the necessary approvals, and manage the process of selecting, hiring, monitoring, paying, and providing guidance and direction to, such outside counsel
Provide any other legal advice that management may require.
Assist in the execution of plans or projects that are assigned by management,
Collaborate, assist, inform, and seek the involvement of other personnel in the Investment Law function and Law & Compliance who possess expertise in other areas of law as appropriate
Actively participate in and support relevant public policy, regulatory and lobbying activities and initiatives of industry trade organizations.
Zealously and ethically advocate the best interests of the Company in all matters and assignments.
Federal, state and international taxation of investments and investment vehicles, including REITs.
IRS and state and local revenue authority practice & procedure.
Maintains a broad-based, long term perspective on the business.
Entrepreneurial Awareness: Can consider a range of possibilities, future scenarios and how they might be affected by complex events.
Embrace and offer innovative solutions and ideas.
Analytical problem solving, conceptual and analytic thinking.
Identifies the most significant issues in complex problems.
Discovers new ways of thinking about and approaching key business issues.
Thinks and plans logically, making sure issues are thoroughly evaluated from all perspectives.
Collaboration: Provides intellectual and personal leadership within the organization.
Operates with a team orientation; involves others, building support and buy-in.
Establishes self as a business partner with key U.S. executives.
Presents ideas and issues articulately to reach a diverse set of audiences.
Can make issues compelling if warranted.
Planning for implementation: Sets specific personal objectives and drives to the important results.
Financial Orientation: Focused on the end game and the bottom line.
Problem identification and resolution.
Educational Requirements and Experience:
J. D. & Admittance to Massachusetts Bar Required, LLM in Taxation Preferred.
7+ Years of relevant experience.
Strong analytical skills.
Excellent oral and written communication skills
About John Hancock Financial and Manulife
John Hancock is a division of Manulife, a leading Canada-based financial services group with principal operations in Asia, Canada and the United States. Operating as Manulife in Canada and Asia, and primarily as John Hancock in the United States, our group of companies offers clients a diverse range of financial protection products and wealth management services through its extensive network of employees, agents and distribution partners. Assets under management and administration by Manulife and its subsidiaries were $1 trillion (US $754 billion) as at March 31, 2017. Manulife Financial Corporation trades as 'MFC' on the TSX, NYSE and PSE, and under '945' on the SEHK. Manulife can be found on the Internet at manulife.com.
The John Hancock unit, through its insurance companies, comprises one of the largest life insurers in the United States. John Hancock offers and administers a broad range of financial products, including life insurance, annuities, investments, 401(k) plans, long-term care insurance, college savings, and other forms of business insurance. Additional information about John Hancock may be found at johnhancock.com.
JOHN HANCOCK IS AN EQUAL OPPORTUNITY EMPLOYER - AA/F/M/D/V
: US Administration
: Legal & Compliance
: Jan 6, 2018, 12:02:08 AM
Website : http://www.johnhancock.com/
we continue our tradition as a well established financial services leader by operating as the U.S. unit of Manulife Financial, a leading Canadian-based financial services group serving the financial needs of millions of customers in 22 countries and territories worldwide. Manulife Financial Corporation trades as 'MFC' on the TSX, NYSE and PSE, and under '945' on the SEHK.