Investment Tax Accountant - Special Projects
Kforce Inc.
Boston, MA
- Monitor and track tax data quality and performance for securities, leveraging advanced processing systems and reconciling results with general ledger data
- Participate in daily cross-functional governance meetings to analyze system issues and changes across the investment data ecosystem
- Test software upgrades to ensure accuracy and operational integrity
- Maintain accurate tax basis for investments and apply rules to exception situations
- Analyze differences between tax basis and Statutory or GAAP accounting for various investment types
- Review new investment transactions for correct tax treatment and efficient operationalization
- Execute internal controls, reconcile deferred tax balances, and collaborate with operations teams
- Prepare wash sales analysis, maintain tax planning strategies, and analyze exchange transactions for taxability
- Analyze tax cash flows on structured securities and ensure correct processing of tax amortization
- Stay current with tax law changes and proactively implement process improvements, automation, and digital analytics
Requirements:
- BS degree (CPA preferred; MST a plus)
- 5+ years of tax experience, including exposure to multidisciplinary projects (ERP implementations, tax co-sourcing, finance transformations)
- Strong technical knowledge of ASC 740 and GAAP
- Experience with investment systems and data-intensive environments
- Proven ability to analyze and reconcile tax data, implement process improvements, and stay current with tax law changes
The pay range is the lowest to highest compensation we reasonably in good faith believe we would pay at posting for this role. We may ultimately pay more or less than this range. Employee pay is based on factors like relevant education, qualifications, certifications, experience, skills, seniority, location, performance, union contract and business needs. This range may be modified in the future.
We offer comprehensive benefits including medical/dental/vision insurance, HSA, FSA, 401(k), and life, disability & ADD insurance to eligible employees. Salaried personnel receive paid time off. Hourly employees are not eligible for paid time off unless required by law. Hourly employees on a Service Contract Act project are eligible for paid sick leave.
Note: Pay is not considered compensation until it is earned, vested and determinable. The amount and availability of any compensation remains in Kforce's sole discretion unless and until paid and may be modified in its discretion consistent with the law.
This job is not eligible for bonuses, incentives or commissions.
Kforce is an Equal Opportunity/Affirmative Action Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, pregnancy, sexual orientation, gender identity, national origin, age, protected veteran status, or disability status.
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About the Company
Kforce Inc.
Kforce is a solutions firm specializing in technology, finance and accounting, and professional staffing services. Our KNOWLEDGEforce® empowers top companies to achieve their digital transformation goals. We curate teams of technical experts who deliver solutions custom-tailored to each client’s needs. These scalable, flexible outcomes are shaped by deep market knowledge, thought leadership and our multi-industry expertise.
Our integrated approach is rooted in 60 years of proven success deploying highly skilled professionals on a temporary and direct-hire basis. Each year, approximately 18,000 talented experts work with the Fortune 500 and other leading companies. Together, we deliver Great Results Through Strategic Partnership and Knowledge Sharing®.