Senior Tax Manager
Manulife · Boston, MA · 1 mo ago
Hybrid$92k/yrFull-time
We need to output HTML fragment with sections: About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule. Only include sections that have real specific content. We must not repeat job title as heading. Must not include Job ID etc. Remove boilerplate.
We need to parse the posting.
Key content:
- Intro paragraph: "The Senior Tax Manager is a hybrid position (3x in office per week) & they will lead the investment tax compliance, reporting, and advisory function for a diverse platform of regulated investment companies and alternative investment products. This role safeguards the accuracy and timeliness of federal, state, excise, and applicable foreign tax deliverables while translating complex tax matters into practical business guidance. The Manager develops talent, strengthens controls, and partners with Portfolio Managers, Legal, Product, Treasury, Financial Reporting, Investment Operations, Compliance, custodian banks, and external vendors. The position combines deep regulated investment company tax expertise with hands-on leadership across mutual funds, exchange-traded funds, collective investment trusts, alternative funds, UCITS, real estate investment trusts, and partnership structures."
That's about the role.
Then "Position Responsibilities" with subsections: Tax Compliance, Reporting & Technical Oversight (list of duties), Investment Product & Business Partnership (list), Leadership, Controls & Transformation (list). We can combine into a single Responsibilities section with bullet points.
Then "Required Qualifications" list.
Then "Decision Authority & Impact" maybe part of responsibilities? Could be separate but maybe not needed. Could be part of Responsibilities.
Then "When You Join Our Team" is generic fluff; maybe not needed as it's generic. Could be omitted as not specific.
Then "About Manulife And John Hancock" generic; omit.
Then "Manulife is an Equal Opportunity Employer" boilerplate; omit.
Then "Referenced Salary Location Boston, Massachusetts Working Arrangement Hybrid Salary range is expected to be between $92,475.00 USD - $160,290.00 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 for the salary range for your location."
That gives Pay and Schedule? Working Arrangement Hybrid (schedule). So we have Pay section: salary range. Schedule: hybrid (3 days in office per week). Benefits: later paragraph about benefits.
Thus we need sections: About the role, Responsibilities, Requirements (maybe combine Required Qualifications and Decision Authority?), Qualifications (maybe same as Requirements?), Skills, Benefits, Pay, Schedule.
But we should avoid duplication. The posting has "Required Qualifications" list. Also "Decision Authority & Impact" maybe not needed. There's also "Strong business and accounting knowledge..." etc which are skills.
We can structure:
.
Now "Required Qualifications" list:
- Bachelor's degree in Accounting, Finance, Taxation, or a related field; advanced degree and/or CPA a plus.
- Minimum of 7 years of regulated investment company tax experience, including experience with complex tax adjustments, forms, elections, and risk considerations (previous Big Four experience preferred)
- Minimum of 3 years of people-management or supervisory experience, with a record of coaching and developing tax professionals.
- Experience with exchange-traded funds, collective investment trusts, alternative funds, UCITS, real estate investment trusts, and partnership structures strongly preferred.
- Strong business and accounting knowledge, with the ability to interpret financial statements, custodian reports, and complex spreadsheets and apply that information to fund tax reporting.
- Advanced proficiency in Microsoft Excel and Word; experience designing scalable workbooks, controls, or automated processes is a plus.
- Excellent written and verbal communication skills, with the ability to explain complex tax topics to technical and nontechnical audiences and build credibility across functions.
- Sound judgment, strong ownership, attention to detail, and the ability to prioritize competing deadlines in a dynamic environment.
We could split into Requirements (experience/education) and Skills (technical/soft). But the instruction says use headings like Requirements, Qualifications, Skills. We need to decide what to put where. The posting has "Required Qualifications". Could map to Qualifications heading. Could also have Requirements heading for experience/education. Skills heading for technical/soft skills.
Let's parse:
Requirements (maybe education + years experience): Bachelor's degree..., Minimum 7 years..., Minimum 3 years people-management..., Experience with ... strongly preferred.
Qualifications could be same? Hmm.
Better: Use Requirements for education and experience; Qualifications for certifications/advanced degree; Skills for technical and soft skills.
But we must not create thin sections. Let's see if we have enough content for each.
Education/Experience:
- Bachelor's degree in Accounting, Finance, Taxation, or a related field; advanced degree and/or CPA a plus.
- Minimum of 7 years of regulated investment company tax experience, including experience with complex tax adjustments, forms, elections, and risk considerations (previous Big Four experience preferred)
- Minimum of 3 years of people-management or supervisory experience, with a record of coaching and developing tax professionals.
- Experience with exchange-traded funds, collective investment trusts, alternative funds, UCITS, real estate investment trusts, and partnership structures strongly preferred.
That's decent.
Qualifications: maybe "advanced degree and/or CPA a plus" already covered; but we could include "CPA a plus" as qualification. But it's already in first bullet. Could combine.
Skills:
- Strong business and accounting knowledge, with the ability to interpret financial statements, custodian reports, and complex spreadsheets and apply that information to fund tax reporting.
- Advanced proficiency in Microsoft Excel and Word; experience designing scalable workbooks, controls, or automated processes is a plus.
- Excellent written and verbal communication skills, with the ability to explain complex tax topics to technical and nontechnical audiences and build credibility across functions.
- Sound judgment, strong ownership, attention to detail, and the ability to prioritize competing deadlines in a dynamic environment.
That works.
Now Benefits: paragraph about benefits: "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'll put that in Benefits section as
About the role
...intro paragraph...
Responsibilities
- ...list items...
- ... maybe each benefit as separate li? Could be long but okay.
Pay: Salary range: "$92,475.00 USD - $160,290.00 USD". Also mention incentive programs. We'll include that.
Schedule: Hybrid (3x in office per week). Also mention "Hybrid position (3x in office per week)". We'll put that.
Now ensure we don't include boilerplate like EEO, legal, etc.
We must not repeat job title as heading. Already not.
We must not include Job ID etc.
Now produce HTML fragment.
Structure:
About the role
...intro paragraph...
Responsibilities
- ...list items...
Requirements
- ...list...
Skills
- ...list...
Benefits
- ...list...
Pay
...salary range and incentive...
Schedule
Hybrid position (3 days in office per week).
We could also include Qualifications heading but we already have Requirements and Skills; maybe we skip Qualifications to avoid thin. The instruction says use headings like About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule. It doesn't require all; only include when posting has real specific content. We have content for Requirements and Skills; we could also have Qualifications but it's overlapping. Could we put "advanced degree and/or CPA a plus" under Qualifications? But we already have that in Requirements bullet. Could move that to Qualifications and keep Requirements for experience. Let's do: Requirements: experience and education (excluding advanced degree/CPA). Qualifications: advanced degree and/or CPA a plus. Skills: rest. But we need to avoid duplication. Let's split: Requirements: - Bachelor's degree in Accounting, Finance, Taxation, or a related field. - Minimum of 7 years of regulated investment company tax experience, including experience with complex tax adjustments, forms, elections, and risk considerations (previous Big Four experience preferred) - Minimum of 3 years of people-management or supervisory experience, with a record of coaching and developing tax professionals. - Experience with exchange-traded funds, collective investment trusts, alternative funds