Investment Tax Manager – Provisions

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🕒 June 3

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MassMutual

WebsiteLinkedInAll Job Openings

5001 - 10000 employees

Founded 1851

💸 Finance

💳 Fintech

Finance • Insurance • Fintech

MassMutual is a financial services company that specializes in providing a wide range of insurance, investment, and financial planning products. It offers life insurance, disability income insurance, long-term care insurance, and annuities to individuals. MassMutual also provides retirement planning, investment products such as mutual funds and brokerage services, as well as financial planning services including retirement calculators and college savings plans. The company serves individuals, businesses, and financial professionals, emphasizing financial wellness and protection. MassMutual is committed to sustainability, diversity, and community impact, and prides itself on corporate governance and financial strength.

📋 Description

• 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

🎯 Requirements

• CPA or certification in process • Bachelor's Degree • 7+ years of tax experience from public accounting or financial services • 5+ years of Income tax (ASC740) provision experience • 10+ years of tax experience with demonstrated career progression (ideal) • Big 4 tax advisory background with exposure to complex technical projects (ideal) • Insurance or asset management industry experience; familiarity with life insurance company taxation (ideal) • Working knowledge of investment taxation across multiple asset classes (ideal) • Strong understanding of corporate tax provision (ASC740) and tax compliance processes (ideal) • Hands-on experience with tax technology platforms, ERP systems, or system implementation projects (ideal) • Prior involvement in large-scale transformation initiatives or process improvement programs (ideal) • Experience managing, mentoring, or leading tax professionals (ideal) • Strong analytical skills with ability to identify data issues and develop solutions (ideal) • Demonstrated ability to manage multiple priorities and deliver results under tight deadlines (ideal) • Project management experience or certification (ideal) • Track record of building effective stakeholder relationships across matrixed organizations (ideal) • Experience with deferred tax accounting and reconciliations (ideal) • Experience interfacing with external auditors and managing audit processes (ideal)

🏖️ Benefits

• 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