Investment Tax Accountant - Special Projects

Investment Tax Accountant - Special Projects 2

Base pay range: $/yr - $/yr

• Support securities tax operations, focusing on system and process efficiency, and contribute to strategic initiatives involving partnerships, real estate, and derivatives
• Analyze securities transactions and processes to ensure accurate tax outcomes and maintain a reliable control environment
• Participate in cross‑functional projects to develop, enhance, and automate tax processes, onboard new transactions, and implement tax legislation changes
• Monitor and track tax data quality and performance using specialized investment processing systems, comparing results to general ledger data
• Engage in daily operational governance meetings to address system issues and changes within the investment data ecosystem
• Test software upgrades to ensure accurate application and continued system functionality
• Maintain accurate tax basis for investments and apply appropriate rules to exception situations
• Analyze differences between tax basis and statutory or GAAP accounting for various investment types
• Review new investment transactions to determine correct tax treatment and operational efficiency
• Execute internal controls for investments and reconcile deferred tax balances
• Prepare wash sales analysis and maintain tax planning strategies

• BS Degree, Master’s degree in Taxation and/or CPA certification. BIG 4 foundation – MST a plus
• 8+ years of tax experience, ideally in large financial services or public accounting environments
• 6 years of tax experience, preferably in public accounting or financial services
• Advanced technical knowledge of tax code, regulations, and GAAP accounting (ASC 740), with experience in statutory accounting principles
• Experience with business intelligence applications (e.g., Alteryx), investment systems platforms, and data interfaces between ERP and tax systems
• Understanding of tax treatments for various securities and investment types, including partnerships, LLCs, real estate, and derivatives
• Proficient in Excel and workpaper organization, integrating systems and analytical results
• Excellent written and verbal communication skills
• General knowledge of corporate taxation and its integration with broader compliance, reporting, and audit frameworks
• Experience with U.S. tax aspects of non‑U.S. transactions and reporting
• Experience with large, multidisciplinary projects impacting tax, such as ERP implementations and finance transformations
• Familiarity with financial and accounting systems (e.g., SAP)
• Strong organizational skills, attention to detail, and ability to prioritize and multitask in a dynamic environment
• Project management skills and cross‑functional collaboration abilities
• Intellectual curiosity and a drive to broaden knowledge beyond core responsibilities

We offer comprehensive benefits including medical/dental/vision insurance, HSA, FSA, 401(k), life, disability & ADD insurance. 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.

Pay is not considered compensation until it is earned, vested, and determinable. The amount and availability of any compensation may be modified at Kforce’s 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.

By clicking “Apply Today” you agree to receive calls, AI‑generated calls, text messages, or emails from Kforce and its affiliates, and service providers. Note that if you choose to communicate with Kforce via text messaging, the frequency may vary, and message and data rates may apply. Carriers are not liable for delayed or undelivered messages. You will always have the right to cease communicating via text by using key words such as STOP.