Us Tax Director Jobs

Are you looking for a supportive, collaborative workplace with great teams and inspiring leaders? You’ve come to the right place. We’re looking for ambitious people who share our values and want to make every day better for people around the world. If this sounds like you, and the career below sounds exciting, we’d like to hear from you.

Hybrid

The State & Local (“S&L”) Tax Director supports the day-to-day activities of US tax operations for both the life and Nonlife companies, including the state income and premium tax provisions; state income, premium, and sales & use tax compliance; estimated payments; true ups; cash settlements, payable analysis, and internal management reporting dashboards. This role will also oversee miscellaneous tax compliance and assessments and will oversee any outsourced processes/compliance which will require collaboration with external consultants (i.e., premium taxes and state income taxes). The S&L Director will be involved in responding to information requests related to state audits and may require involvement with critical initiatives and technical issues.

Individual Accountabilities:

State Income Tax Provisions

• Prepares and reviews internal management reporting, and external financial statement disclosures.
• Assist in analyzing changes in accounting principles or tax law.
• Prepares, analyzes and/or reviews state income tax provisions including true-ups, cash settlements, and maintenance of balance sheet SOX / MAR controls.

State Income Tax Returns

• Assists with tax law change analysis, technical research, etc.
• Assist with responding to information document requests pertaining to state tax audits.
• Prepare and / or review of state returns, supporting documentation, and disclosures.
• Assists with technical review of transactions.

Tax planning

• Participate in tax planning initiatives or quantifying state & local tax impacts of company critical initiatives.

State Premium Tax Returns

• Prepares, analyzes and/or reviews state income tax provisions including true-ups, cash settlements, and maintenance of balance sheet SOX / MAR controls.
• Prepares and reviews internal management reporting, and external financial statement disclosures.

Management of Sales and Use Tax Compliance

Automation initiatives as it pertains to state income, premium or sales and use tax

Managing staff

• Other duties as assigned
• Responsible for performance-management related activities for assigned area, such as goal setting, monitoring goal completion, on-going coaching, performance appraisals, and discussions
• Participates in ongoing professional education
• Participates in strategic and tactical goal setting for the group and is accountable for delivering results

What motivates you?

• You obsess about customers, listen, engage and act for their benefit.
• You thrive in teams and enjoy getting things done together.
• You do what is right, work with integrity and speak up.
• You share your humanity, helping us build a diverse and inclusive work environment for everyone.
• You take ownership and build solutions, focusing on what matters.
• You think big, with curiosity to discover ways to use your agile approach and enable business outcomes.

What we are looking for

• C.P.A. (Certified Public Accountant) or similar designation
• Experience with process improvements and using technology to minimize efforts.
• Proficient in managing workflow and deadlines
• Proficient in state specific tax rules including filing requirements, apportionment, elections, etc.
• Bachelor’s degree in accounting or finance required
• Proficient in federal to state modifications to taxable income
• Strong communication skills
• Solid research skills
• Master’s degree in Tax or commensurate education / experience desired
• Insurance specific knowledge of premium taxes, retaliatory concepts, guaranty fund assessment and credits desired
• Typically, 5-7+ years of experience with at least 5+ years dealing with corporate tax and/or relevant issues and a min. of 5 years of people management experience
• Proficiency in state tax provisions for financial accounting and reporting
• Coaching and mentoring
• Strong organizational skills

Decision Authorities:

• Will work collaboratively with US Tax Reporting and Compliance team members, members of tax legal, tax planning and external consultants
• Reports to AVP of US Tax

What can we offer you?

• A competitive salary and benefits packages.
• A growth trajectory that extends upward and outward, encouraging you to follow your passions and learn new skills.
• A focus on growing your career path with us.
• Flexible work policies and strong work-life balance.
• Professional development and leadership opportunities.

Our commitment to you

• Values-first culture We lead with our Values every day and bring them to life together.
• Delivering the promise of Diversity, Equity and Inclusion We foster an inclusive workplace where everyone thrives.
• Boundless opportunity We create opportunities to learn and grow at every stage of your career.
• Continuous innovation We invite you to help redefine the future of financial services.
• Championing Corporate Citizenship We build a business that benefits all partners and has a positive social and environmental impact.

#LI-JH

Every career at Manulife/John Hancock provides the opportunity to learn new skills and move your career forward. Ready to make an impact somewhere? What are you waiting for? Apply today.

About John Hancock and Manulife

John Hancock is a unit of Manulife Financial Corporation, a leading international financial services group that helps people make their decisions easier and lives better. We operate primarily as John Hancock in the United States, and Manulife globally, including Canada, Asia and Europe. We provide financial advice, insurance and wealth and asset management solutions for individuals, groups and institutions. Assets under management and administration by Manulife and its subsidiaries were CAD$1.3 trillion (US$1.1 trillion) as of June 30, 2021. Manulife Financial Corporation trades as MFC on the TSX, NYSE, and PSE, and under 945 on the SEHK. Manulife can be found at manulife.com .

One of the largest life insurers in the United States, John Hancock supports more than 10 million Americans with a broad range of financial products, including life insurance , annuities , investments , 401(k) plans , and education savings plans . Additional information about John Hancock may be found at johnhancock.com .

Manulife is an Equal Opportunity Employer

At Manulife /John Hancock , we embrace our diversity. We strive to attract, develop and retain a workforce that is as diverse as the customers we serve and to foster an inclusive work environment that embraces the strength of cultures and individuals. We are committed to fair recruitment, retention, advancement and compensation, and we administer all of our practices and programs without discrimination on the basis of race, ancestry, place of origin, colour , ethnic origin, citizenship, religion or religious beliefs, creed, sex (including pregnancy and pregnancy-related conditions), sexual orientation, genetic characteristics, veteran status, gender identity, gender expression, age, marital status, family status, disability, or any other ground protected by applicable law.

It is our priority to remove barriers to provide equal access to employment. A Human Resources representative will work with applicants who request a reasonable accommodation during the application process . All information shared during the accommodation request process will be stored and used in a manner that is consistent with applicable laws and Manulife/John Hancock policies . To request a reasonable accommodation in the application process, contact [email protected] .

The annual base salary for this role is listed below.

Primary Location

Boston, Massachusetts

Salary range is expected to be between

$111,900.00 USD - $201,420.00 USD

If you are applying for this role outside of the primary location, please contact [email protected] for the salary range for your location. The actual salary will vary depending on local market conditions, geography and relevant job-related factors such as knowledge, skills, qualifications, experience, and education/training. Employees also have the opportunity to participate in incentive programs and earn incentive compensation tied to business and individual performance.

Manulife/John Hancock offers eligible employees a wide array of customizable benefits, including health, dental, mental health, vision, short- and long-term disability, life and AD&D insurance coverage, adoption/surrogacy and wellness benefits, and employee/family assistance plans. We also offer eligible employees various retirement savings plans (including pension/401(k) savings plans and a global share ownership plan with employer matching contributions) and financial education and counseling resources. Our generous paid time off program in the U.S. includes up to 11 paid holidays, 3 personal days, 150 hours of vacation, and 40 hours of sick time (or more where required by law) each year, and we offer the full range of statutory leaves of absence.

Know Your Rights I Family & Medical Leave I Employee Polygraph Protection I Right to Work I E-Verify I Pay Transparency

Company: John Hancock Life Insurance Company (U.S.A.)