AVP & Counsel (Life Insurance Product Tax)
Manulife — 2 Locations
Posted 2026-08-10
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 repor