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MassMutual · 3 days ago

Investment Tax Manager

Boston, MA

Full-time

Onsite

Senior Level

7+ years exp

MassMutual is a company that operates within the financial services sector, and they are seeking an Investment Tax Manager to oversee day-to-day operations of their investment tax portfolio. The role involves managing tax provision, compliance, and deferred tax processes while mentoring team members and driving process improvements.

FinanceFinancial ServicesInsuranceLife InsuranceRetirement

H1B Sponsor Likely

Responsibilities

Drive day-to-day execution of tax provision (ASC 740), compliance, and deferred tax reconciliation processes across all investment asset classes, ensuring accuracy and timeliness of deliverables

Provide technical tax guidance to team members on investment taxation matters, researching and resolving moderately complex technical issues independently

Identify and resolve data integrity issues within investment accounting systems; develop and execute proactive error detection processes to improve accuracy of tax results

Coordinate workflow and priorities across technical tax staff covering fixed income, partnerships, derivatives, and real estate portfolios

Support ad hoc investment transaction analysis and tax planning, coordinating with tax planning, legal, investment management, and external partners

Partner with external auditors during tax provision and compliance reviews, addressing technical inquiries and supporting documentation requests

Identify process improvement opportunities and lead initiatives to increase efficiency, reduce risk, and enhance controls

Mentor and develop tax professionals, providing coaching and fostering professional growth across the team

Represent the investment tax function in cross-functional meetings and build strong relationships across finance, investments, and operations

Qualification

CPA certificationTax provision (ASC 740)Tax compliance processesInvestment taxation knowledgeTax technology platformsProject managementAnalytical skillsMentoring tax professionalsStakeholder relationship buildingCommunication skills

Required

CPA certification

Undergraduate degree in Accounting/Finance or related field

7+ years of tax experience from public accounting or financial services

5+ years of Income tax (ASC740) provision experience

Preferred

10+ years of tax experience with demonstrated career progression

Big 4 tax advisory background with exposure to complex technical projects

Insurance or asset management industry experience; familiarity with life insurance company taxation

Working knowledge of investment taxation across multiple asset classes (fixed income, partnerships, derivatives, real estate)

Strong understanding of corporate tax provision (ASC740) and tax compliance processes

Hands-on experience with tax technology platforms, ERP systems, or system implementation projects

Prior involvement in large-scale transformation initiatives or process improvement programs

Experience managing, mentoring, or leading tax professionals (formal or informal)

Strong analytical skills with ability to identify data issues and develop solutions

Demonstrated ability to manage multiple priorities and deliver results under tight deadlines

Project management experience or certification

Track record of building effective stakeholder relationships across matrixed organizations

Experience with deferred tax accounting and reconciliations

Experience interfacing with external auditors and managing audit processes

History of taking ownership and driving initiatives without extensive oversight

Strategic mindset combined with willingness to roll up sleeves and execute tactically

Strong communication skills with ability to explain complex tax concepts to non-tax audiences

Review your work and that of others for quality, accuracy and relevance

Benefits

Access to Asian, Hispanic/Latinx, African American, women, LGBTQ, veteran and disability-focused Business Resource Groups

Access to learning content on Degreed and other informational platforms

Your ethics and integrity will be valued by a company with a strong and stable ethical business with industry leading pay and benefits

Company

MassMutual

Glassdoor3.9

MassMutual is a mutual life insurance company that provides investment management and trust services.

Founded in 1851

Springfield, Massachusetts, USA

5001-10000 employees

https://www.massmutual.com/

H1B Sponsorship

MassMutual has a track record of offering H1B sponsorships. Please note that this does not guarantee sponsorship for this specific role. Below presents additional info for your reference. (Data Powered by US Department of Labor)

Distribution of Different Job Fields Receiving Sponsorship

Represents job field similar to this job

Trends of Total Sponsorships

2025 (96)

2024 (94)

2023 (66)

2022 (115)

2021 (121)

2020 (73)