Investment Tax Manager Corporate Tax Department
Full Time Boston, MA or New York, NY
This is an individual contributor role.
The Opportunity
The Investment Tax Manager 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, 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 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
The Ideal Qualifications
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
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
#LI-CR37
Salary Range: $115,900-$152,100
At MassMutual, we focus on ensuring fair, equitable pay, by providing competitive salaries, along with incentive and bonus opportunities for all employees. Your total compensation package includes either a bonus target or in a sales-focused role a Variable Incentive Compensation component.
Why Join Us
We've been around since 1851. During our history, we've learned a few things about making sure our customers are our top priority. In order to meet and exceed their expectations, we must have the best people providing the best thinking, products and services. To accomplish this, we celebrate an inclusive, vibrant and diverse culture that encourages growth, openness and opportunities for everyone. A career with MassMutual means you will be part of a strong, stable and ethical business with industry-leading pay and benefits. And your voice will always be heard.
We help people secure their future and protect the ones they love. As a company owned by our policyowners, we are defined by mutuality and our vision to put customers first. It's more than our company structure - it's our way of life. We are a company of people protecting people. Our company exists because people are willing to share risk and resources, and rely on each other when it counts. At MassMutual, we Live Mutual.
MassMutual is an equal employment opportunity employer. We welcome all persons to apply. If you need an accommodation to complete the application process, please contact us and share the specifics of the assistance you need.
At MassMutual, we focus on ensuring fair, equitable pay by providing competitive salaries, along with incentive and bonus opportunities for all employees. Your total compensation package includes either a bonus target or in a sales-focused role a Variable Incentive Compensation component.
For more information about our extensive benefits offerings please check out our Total Rewards at a Glance.