AVP & Counsel (Tax)

The Opportunity

• The AVP & Counsel role provides robust legal analysis, advice and
• counsel/representation before the tax authorities to support different areas of
• the business within Manulife. In addition, the AVP and Counsel will consistently
• advice senior business people on strategic legal matters and mentor junior
• counsels.

Position Responsibilities

• Advise on tax compliance and structuring of new and existing life insurance,

annuity and long-term care products (e.g., Sections 72, 101, 817, 817A,7702,

7702A, and 7702B of the Internal Revenue Code).

• Interpret and apply federal and state income tax laws, including requirements

for tax qualification of insurance products.

• Draft and review policy forms, prospectuses, endorsements, and marketing

materials for tax-related content and disclosures.

• Support product filings with insurance regulators.
• Monitor legislative, regulatory, and judicial developments impacting

insurance and retirement products, and advise business units on potential

impacts.

• Assist with IRS audits, inquiries, or private letter ruling requests relating

to insurance products.

• Support to all business units on compliance with federal and state tax

withholding and reporting requirements.

• Assist business units in responding to customer and insurance department

complaints.

• Advise on tax reporting and withholding requirements, including applicable

income tax treaty provisions.

• Review the completeness and accuracy of Forms W-8BEN, W-8BEN-E and W-8IMY

submitted by foreign individuals and entities.

Required Qualifications

• Juris Doctor (JD) from an accredited law school.
• Member in good standing of at least one U.S. state bar.
• Minimum 5 years of legal experience in tax law, ideally with a focus on life

insurance products.

• Strong knowledge of U.S. federal income tax laws.
• Familiarity with IRS guidance, court decisions, and insurance company

practices concerning taxation of insurance products.

• Experience working in a law firm or insurance company.
• Strong research, drafting, and communication skills.
• Ability to collaborate across disciplines and manage multiple projects under

tight deadlines.

Preferred Qualifications

• Strong knowledge of U.S. federal income tax laws applicable to life

insurance, annuities, and long-term care insurance.

• Familiarity with IRS guidance, court decisions, and insurance company

practices concerning taxation of insurance products

Location: Boston, MA is the preferred location with a hybrid work arrangement;

however, we are open to considering qualified candidates for a full-time remote

position anywhere within the United States.

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.

The role being advertised is an existing vacancy.

About Manulife and John Hancock

• Manulife Financial Corporation is a leading international financial services
• provider, helping people make their decisions easier and lives better. To learn
• more about us, visit https://www.manulife.com/en/about/our-story.html
• [https://www.manulife.com/en/about/our-story.html].

• 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
• hr@manulife.com [hr@manulife.com].

• Referenced Salary Location

• US Full time - Remote

• Working Arrangement

• Remote

• Salary range is expected to be between

• $152,900.00 USD - $283,800.00 USD

• Employees also have the opportunity to participate in incentive programs and
• earn incentive compensation tied to business and individual performance. 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. If you are applying for this role outside of
• the primary location, please contact hr@manulife.com [hr@manulife.com] for the
• salary range for your location.

• 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.

• We use data and analytics technologies, such as artificial intelligence (AI),
• and automated processing tools, to analyze and process the information you
• provide to us or third parties in the application process. For more information,
• please refer to our personal information collection statement
• [https://careers.manulife.com/global/en/talentacquisitionprivacystatement].

• Know Your Rights
• [http://dol.gov/agencies/ofccp/posters?utm_medium=email&utm_source=govdelivery]
• I Family & Medical Leave [https://www.dol.gov/agencies/whd/fmla/posters] I
• Employee Polygraph Protection
• [https://www.dol.gov/sites/dolgov/files/WHD/legacy/files/eppac.pdf] I Right to
• Work
• [https://www.e-verify.gov/sites/default/files/everify/posters/IER_RightToWorkPoster%20Eng_Es.pdf]
• I E-Verify
• [https://e-verify.uscis.gov/web/media/resourcesContents/E-Verify_Participation_Poster_ES.pdf]

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