Investment Tax Manager (BOSTON)

About this position

Investment Tax Manager

Corporate Tax Department

Full Time

Boston, MA or New York, NY

This is an individual contributor role

The Opportunity

The Investment Manager - Provisions will partner closely with senior leadership to manage day-to-day operations across our investment tax portfolio, spanning provision, compliance, and deferred tax processes for life insurance investment assets including securities, bonds, partnerships, derivatives, and real estate. The Investment Tax Manager will have the opportunity to develop leadership capabilities and drive meaningful process improvements. The role requires strong tax technical skills combined with operational excellence and the ability to execute in a fast-paced, complex environment.

The Team

As an Investment Tax Manager - Provisions, you will be a member of the Investment Tax team within the Corporate Tax Department, part of our Controllers Organization. The Corporate Tax Department is comprised of high-performing, collaborative, and agile tax professionals who are motivated by challenging work that delivers sustained value and a culture of accountability.

The Impact

• 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

The Minimum Qualifications

• CPA or certification in process or Enrolled Agent
• Bachelor's Degree
• 7+ years of tax experience from public accounting or financial services
• 5+ years of Income tax (ASC740) provision experience

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The Ideal Qualifications

• 8+ years of progressive tax experience in public accounting, corporate tax, or both, including complex tax matters
• Insurance or asset management tax experience, with exposure to investment taxation across asset classes
• Experience with tax technology, ERP systems, and system implementations
• Passion for leveraging technology, automation, data analytics, and AI to improve processes and efficiency
• Proven success leading transformation, process improvement, or change management initiatives
• Experience mentoring, developing, or leading tax professionals
• Strong analytical, problem-solving, and data management skills
• Ability to manage multiple priorities and deliver results in a fast-paced environment
• Project management experience; certification preferred
• Experience with deferred tax accounting, reconciliations, audits, and auditor relationships
• Self-starter with a track record of ownership, initiative, and execution
• Strategic thinker with a hands-on approach to delivering results
• Excellent communication skills with the ability to simplify complex tax concepts for diverse audiences

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What to Expect as Part of the Team

• Regular meetings with the Investment Tax Team

• Focused one-on-one meetings with your manager

• Networking opportunities including 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

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Location and commute

Boston, MA 02112.

Plan your route with Google Maps. Travel times and transportation options vary; confirm the work location with the employer before commuting.

How to apply

Review the vacancy and complete the application on the employer or recruitment partner’s website. Requisition ID: WJ-3092877969.