John Hancock Job Title :Mutual Fund Tax Manager Reference #: #0503876 Location : Boston, MA Position Type: Employee Employment Type: Full Time Career Level: Manager (Mngr, VP, 5-8 yrs exp) Salary Description:
Ensure that all John Hancock mutual funds maintain their RIC status with the Internal Revenue Service.
Oversee the operations of the Taxation Department and ensure all tasks assigned to the staff are done accurately and timely.
Manage relationships with external service providers and audit firms Research tax treatment and interpret new rulings and proposed regulations and their effect on the funds and their shareholders.
Review quarterly tax compliance packages to ensure funds are in compliance.
The Manager will notify the Cash Desk or Portfolio Manager if any funds failing IRS compliance tests to initiate trades or other transactions to bring the fund in compliance.
Review fiscal year end tax provisions and workpapers and financial statements for accuracy and analyze for possible changes in tax strategy or elections.
Review excise tax provisions and workpapers to determine the fund's proper distribution in concert with the fund's Sub Chapter M requirements.
Review Funds tax returns, 1120RICs, 8613s, etc, for accuracy and proper elections, format, and presentation.
Ensure the timely and accurate calculation of year-end shareholder reporting and 1099 data.
Qualifications
Bachelors degree in Accounting or related field CPA, MST or minimum of 5 years of mutual fund tax experience Previous supervisory experience preferred Extensive knowledge of relevant IRS code sections, Treasury
JOHN HANCOCK IS AN EQUAL OPPORTUNITY EMPLOYER - AA/F/M/D/V
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