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AVP & Counsel/ Investment Tax
Refer job# BVMQ138175
AVP & Counsel/ Investment Tax Duties: Provides legal services to business units and legal entities relative to matters involving the applicability and impact of US federal and state tax laws on products, businesses, customers and employees. While the AVP & Counsel/ Investment & Corporate Tax is expected to possess or develop and maintain the skills necessary to provide the full array of tax advisory services provided by the Tax Practice Group, the main focus of the position is to provide tax counsel and advice to Company personnel on all aspects of the taxation of the Company s investments, corporate transactions and third-party asset management relationships. Provide legal advice to Manulife and its affiliated companies on tax considerations of the Company s investments, corporate transactions and third-party asset management relationships, including Company sponsored or managed funds. Provide advice, direction and instruction to personnel in the Company s investment, business, legal, finance, accounting, and systems functions on the tax planning opportunities and compliance requirements relative to all of the Company s investing activities. Provide advice and assistance to personnel in the Company s business, legal, finance and accounting functions in support of the preparation of prospectuses, marketing materials and other customer disclosures. Advise the Company of known investment related tax risks and assess and report to the appropriate Company officers as to whether those risks are appropriately identified, assessed, monitored and reported on in compliance with the Company s Tax Risk Policy, Represent the Company before tax authorities or in other legal proceedings and forums Engage outside counsel when necessary and appropriate, after obtaining the necessary approvals, and manage the process of selecting, hiring, monitoring, paying, and providing guidance and direction to, such outside counsel Provide any other legal advice that management may require. Assist in the execution of plans or projects that are assigned by management, Collaborate, assist, inform, and seek the involvement of other personnel in the Investment Law function and Law & Compliance who possess expertise in other areas of law as appropriate Actively participate in and support relevant public policy, regulatory and lobbying activities and initiatives of industry trade organizations. Zealously and ethically advocate the best interests of the Company in all matters and assignments.

Requirements: JD Degree & Admittance to Massachusetts Bar Required, LLM in Taxation Preferred. 7+ Years of relevant experience. Strong analytical skills. Excellent oral and written communication skills.

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ID #ZHHJ131138

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