Investment Tax Manager - Provisions

Investment Tax Manager
- Provisions Corporate Tax Department Full Time Boston, MA or New York, NYThis 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

Bachelor's Degree7+ years of tax experience from public accounting or financial services5+ years of Income tax (ASC
740) 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 (ASC
740) 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…