Tax Manager or Tax Director

$170k - $200k

FirstPRO, Inc.

Boston, MA

Job Title: Investment Tax Specialist (Manager level) or Director level

Salary: $170-200k plus bonus ( depending on leveling

)
Job Location: Remo

Industry/Company Size: Financial Services/ Insur

ance
Why Open: newly cr

eated
Must

Haves:-Corporate tax experience including strong knowledge of federal income tax compliance for investments, including returns, K-1s, and accounting m

ethods-Ability to maintain effective tax controls and ensure accurate, consistent investment tax ana

lytics-Experience optimizing investment tax data and reporting pro

cesses-Insurance or financial service industry expe

rience
**In this highly visible roles, you'll work at the intersection of tax, investments, accounting, and business strategy, helping guide critical tax compliance, planning, reporting, and research activities that support the company's investment portfolio and long-term

growth.
What Yo

u'll Do:Investment Tax Compliance & R

eportingLead investment tax liability calculations, provisions, and reporting ac
tivitiesManage federal income tax compliance for investment portfolios, including tax returns, K-1 reporting, accounting methods, and new investment
analysisEnsure accurate, timely, and consistent investment tax reporting and a
nalyticsMaintain and strengthen tax controls and governance p

rocessesTax Planning & Strategic

AdvisoryIdentify and communicate tax planning opportunities that enhance busine
ss valueResearch and analyze domestic and international investment tax
mattersEvaluate alternative investment structures and provide tax guidance on new tran
sactionsAdvise leadership on tax implications of investment decisions and business ini

tiativesProcess Improvement & Cross-Functional Par

tnershipStreamline and optimize investment tax data, reporting, and compliance p
rocessesPartner closely with Investment Accounting, Finance, and other stakeholders to deliver high-quality reporting and
insightsCoordinate with external advisors, auditors, and tax spe
cialistsDrive continuous improvement initiatives that increase efficiency and sca

labilityWhat We're Loo

king ForQualif

icationsBachelor's degree in Accounting, Finance, Tax, or a relat
ed field8–20 years of experience in investment tax, corporate tax, public accounting, or a rela
ted areaStrong experience with investment tax liability calculations, tax provisions, and r
eportingDeep understanding of federal income tax compliance for investments, including tax returns, K-1s, and accounting
methodsExperience conducting technical tax research and interpreting complex tax reg
ulationsProven ability to partner with cross-functional teams and influence stak
eholdersStrong analytical, communication, and problem-solvin

g skillsIdeal Ba

ckgroundExperience within financial services, insurance, asset management, private equity, or investment-focused organ
izationsKnowledge of domestic and international investment tax consid
erationsTrack record of identifying tax planning opportunities and process impr
ovementsAbility to operate both strategically and hands-on in a collaborative env

ironment

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