AVP – Investment Tax

Manulife

. Evaluate tax implications of proposed investments and investment strategies .

Posted 11/2/2026full-timeBoston • Massachusetts • United StatesLead💰 $152,900 - $283,800 per yearWebsite

Core Competencies

Role fit

Core Competencies

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Expertise in U.S. federal income tax laws and investment-related tax implications, with a strong ability to collaborate across disciplines and manage complex projects. Proficient in drafting legal documentation and providing strategic tax advice to optimize investment structures and compliance.

Highest-signal resume keywords

JD/LLB And/Or CPA/CA DesignationTen Or More Years Of US Tax ExperienceStrong Knowledge Of U.S. Federal Income Tax LawsExperience With Private Markets Tax MattersStrong Research And Analytical Skills

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Tax Implications EvaluationInvestment Document DraftingTax Compliance AdvisoryInvestment Risk MonitoringComplex Structure AnalysisIRS Guidance FamiliarityTechnical Tax Issue ResolutionInvestment Fund Lifecycle ManagementU.S. REIT Rules FamiliarityFinancial Institutions Knowledge

Soft Skills

Strong Communication SkillsCollaboration Across DisciplinesProject Management Under Tight DeadlinesAbility To Distill Complex IssuesAttention To Detail

Certifications & Qualifications

JD/LLBCPA/CA

Industry Keywords

Investment StrategiesPrivate MarketsTax Legislation MonitoringInvestment ProductsCustomer Disclosures

About the role

Key responsibilities & impact

Evaluate tax implications of proposed investments and investment strategies
Collaborate with Investment Law, Private Markets legal teams, outside counsel, tax professionals, external advisers, and co-investors
Develop legal structures and documentation for Company investments and third-party investment funds
Draft and review investment documents
Address tax issues throughout investments and investment-fund lifecycles
Review prospectuses, offering memorandums, and term sheets
Advise legal, finance, accounting, and business-segment personnel on tax matters and customer disclosures
Provide expert tax advice on investments and acquisition/investment structures
Manage domestic and foreign tax exposure to optimize after-tax returns
Address U.S. and foreign tax implications of acquisition planning, restructuring, and exit/liquidation strategies
Advise tax compliance personnel on investment-related tax implications
Work with global tax professionals across North America, Pan Asia, and Europe
Identify, assess, monitor, and report investment-related tax risks to Company officers
Monitor tax legislation and evaluate its impact on investment strategies and operations

Requirements

What you’ll need

JD/LLB and/or CPA/CA designation
Ten or more years of US tax experience in private practice, in-house, or a combination of both
Strong knowledge of U.S. federal income tax laws
Familiarity with IRS guidance, court decisions, and industry practices concerning taxation of investments and investment funds
Strong research, drafting, and communication skills
Ability to collaborate across disciplines and manage multiple projects under tight deadlines
Experience with private markets tax matters
Familiarity with US REIT rules
Knowledge of financial institutions and investment products
Experience resolving technical tax issues from a business perspective
Ability to distill complex issues and communicate key concepts comprehensively to business teams
Ability to handle multiple projects with competing and changing priorities
Strong research and analytical skills
Ability to analyze complex structures and products with attention to detail

Benefits

Comp & perks

Flexible work environment
Health insurance
Dental insurance
Mental health benefits
Vision insurance
Short- and long-term disability insurance
Life and AD&D insurance
Adoption/surrogacy benefits
Wellness benefits
Employee/family assistance plans
Retirement savings plans
Pension/401(k) savings plans
Global share ownership plan with employer matching contributions
Financial education and counseling resources
Up to 11 paid holidays
3 personal days
150 hours of vacation
40 hours of sick time (or more where required by law)
Statutory leaves of absence
Learning and career growth support
Incentive programs and incentive compensation tied to business and individual performance