Investment Tax Manager

Investment Tax ManagerCorporate Tax DepartmentFull TimeBoston, MA or New York, NYThis is an individual contributor roleThe OpportunityThe 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 TeamAs 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 ImpactDrive 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 deliverablesProvide technical tax guidance to team members on investment taxation matters, researching and resolving moderately complex technical issues independentlyIdentify and resolve data integrity issues within investment accounting systems; develop and execute proactive error detection processes to improve accuracy of tax resultsCoordinate workflow and priorities across technical tax staff covering fixed income, partnerships, derivatives, and real estate portfoliosSupport ad hoc investment transaction analysis and tax planning, coordinating with tax planning, legal, investment management, and external partnersPartner with external auditors during tax provision and compliance reviews, addressing technical inquiries and supporting documentation requestsIdentify process improvement opportunities and lead initiatives to increase efficiency, reduce risk, and enhance controlsMentor and develop tax professionals, providing coaching and fostering professional growth across the teamRepresent the investment tax function in cross-functional meetings and build strong relationships across finance, investments, and operationsThe Minimum QualificationsCPA certificationUndergraduate degree in Accounting/Finance or related field7+ years of tax experience from public accounting or financial services5+ years of Income tax (ASC740) provision experience The Ideal Qualifications10+ years of tax experience with demonstrated career progressionBig 4 tax advisory background with exposure to complex technical projectsInsurance or asset management industry experience; familiarity with life insurance company taxationWorking knowledge of investment taxation across multiple asset classes (fixed income, partnerships, derivatives, real estate)Strong understanding of corporate tax provision (ASC740) and tax compliance processesHands-on experience with tax technology platforms, ERP systems, or system implementation projectsPrior involvement in large-scale transformation initiatives or process improvement programsExperience managing, mentoring, or leading tax professionals (formal or informal)Strong analytical skills with ability to identify data issues and develop solutionsDemonstrated ability to manage multiple priorities and deliver results under tight deadlinesProject management experience or certificationTrack record of building effective stakeholder relationships across matrixed organizationsExperience with deferred tax accounting and reconciliationsExperience interfacing with external auditors and managing audit processesHistory of taking ownership and driving initiatives without extensive oversightStrategic mindset combined with willingness to roll up sleeves and execute tacticallyStrong communication skills with ability to explain complex tax concepts to non-tax audiencesReview your work and that of others for quality, accuracy and relevance What to Expect as Part of the TeamRegular meetings with the Investment Tax TeamFocused one-on-one meetings with your managerNetworking opportunities including access to Asian, Hispanic/Latinx, African American, women, LGBTQ, veteran and disability-focused Business Resource GroupsAccess to learning content on Degreed and other informational platformsYour ethics and integrity will be valued by a company with a strong and stable ethical business with industry leading pay and benefits 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. California residents: For detailed information about your rights under the California Consumer Privacy Act (CCPA), please visit our California Consumer Privacy Act Disclosures page.

Created: 2026-02-12