Senior Director, Tax
Manulife — Boston, Massachusetts
Posted 2026-08-24
Responsible for overseeing the tax compliance and research functions for all funds and investment products. This includes strategic planning and execution of department goals, critical thinking, and implementing company-wide initiatives. This position partners with the AVP and VP of tax to ensure goals are met. Also responsible for directly supervising a working group of Senior Tax Managers and Tax Managers. Position Responsibilities: Individual Accountabilities Serve as the lead tax advisor for mutual fund tax matters, interpreting new tax legislation, regulatory guidance, and industry developments, and determining impacts on funds and shareholders. Partner with Portfolio Managers, Compliance, Legal, Finance, and Operations teams to address fund tax issues, distribution planning, and regulatory requirements. Provide expert guidance on complex tax compliance matters, including qualification testing, RIC requirements, and resolution of tax-related risks. Act as a key resource for business partners on tax implications of new products, fund strategies, and business initiatives. Lead, develop, and mentor Tax Managers while overseeing vendor relationships and driving departmental projec