AVP & Counsel – Life Insurance Product Tax

🕒 July 20

🍂 Massachusetts – Remote

🍂 Massachusetts – Remote

💵 $152.9k - $283.8k / year

⏰ Full Time

🔴 Lead

🔒 Insurance

🦅 H1B Visa Sponsor

This company has sponsored H1B visas in the past.

👻 Ghost score 30%

What it means: how likely this posting is sitting open without active hiring.How to read it: 60% or higher means we think this is a ghost. Lower scores are less of a worry.How we score it: age, reposts, open roles vs team size, how fast jobs close, and whether pay is listed.Fine print: an estimate from public data, not a judgment of the company. Real jobs can score high, so treat it as a hint, not a fact.

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Manulife

WebsiteLinkedInAll Job Openings

10,000+ employees

Founded 1887

🏥 Healthcare

💸 Finance

🛡️ Insurance

💰 $1.2G Post-IPO Debt on 2023-03

Healthcare • Finance • Insurance

Manulife is a leading international financial services group based in Canada, offering a range of insurance and wealth management products to customers across North America, Asia, and Europe. The company is dedicated to helping people with their financial and healthcare needs through innovative solutions in insurance, investment, and retirement planning. Manulife is notable for its commitment to sustainability, diversity, equity, and inclusion. It has been recognized as one of Canada’s Top 100 Employers, demonstrating its dedication to creating a supportive and diverse workplace. With operations spanning numerous countries, Manulife is committed to delivering strong financial performance and customer satisfaction.

📋 Description

• Provide robust legal analysis, advice, and counsel/representation before tax authorities for different areas of Manulife • Advise senior business people on strategic legal matters • Mentor junior counsels • Advise on tax compliance and structuring of new and existing life insurance, annuity, and long-term care products • Interpret and apply federal and state income tax laws, including tax qualification requirements for 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 affecting insurance and retirement products • Advise business units on potential legal and tax impacts • Assist with IRS audits, inquiries, and private letter ruling requests relating to insurance products • Support business units with federal and state tax withholding and reporting compliance • Assist business units in responding to customer and insurance department complaints • Advise on tax reporting and withholding requirements, including applicable income tax treaty provisions • Review the completeness and accuracy of Forms W-8BEN, W-8BEN-E, and W-8IMY submitted by foreign individuals and entities

🎯 Requirements

• Juris Doctor (JD) from an accredited law school • Member in good standing of at least one U.S. state bar • Minimum 5 years of legal experience in tax law, ideally with a focus on life insurance products • Strong knowledge of U.S. federal income tax laws • Familiarity with IRS guidance, court decisions, and insurance company practices concerning taxation of insurance products • Experience working in a law firm or insurance company • Strong research, drafting, and communication skills • Ability to collaborate across disciplines and manage multiple projects under tight deadlines • Strong knowledge of U.S. federal income tax laws applicable to life insurance, annuities, and long-term care insurance • Familiarity with applicable IRS guidance, court decisions, and insurance company practices concerning taxation of insurance products

🏖️ Benefits

• Incentive programs and incentive compensation tied to business and individual performance • Flexible environment supporting learning, growth, well-being, and inclusion • Health insurance • Dental insurance • Mental health benefits • Vision insurance • Short- and long-term disability insurance • Life and AD&D insurance coverage • Adoption/surrogacy benefits • Wellness benefits • Employee/family assistance plans • Retirement savings plans, including pension and 401(k) savings plans • Global share ownership plan with employer matching contributions • Financial education and counseling resources • Up to 11 paid holidays per year • 3 personal days per year • 150 hours of vacation per year • 40 hours of sick time per year, or more where required by law • Statutory leaves of absence • Remote work option anywhere within the United States • Hybrid work arrangement in Boston, Massachusetts