Investment Tax Accountant

Job Description

Investment Tax Accountant

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Corporate Tax/Controllership

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  Full Time | Boston, MA or New York, NY

The Opportunity \n

Join a high-performing Corporate Tax team that plays a critical role in supporting MassMutual's financial strength and long-term success. Our team is collaborative, agile, and driven by a shared commitment to delivering value through technical excellence, continuous learning, and accountability. This is an exciting opportunity for a tax professional who enjoys complex investments, ownership of important processes, and the ability to make a meaningful impact.

The Team \n

As an Investment Tax Accountant , you will be part of the Investment Tax team within the Corporate Tax Department and the broader Controllers Organization. In this role, you will take ownership of a diverse portfolio of investment tax processes while partnering with experienced colleagues across the organization. To support your success, you'll begin with a structured transition period alongside the current process owner, providing the knowledge and resources needed to build expertise and confidence in the role.

The Impact \n

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• Develop and maintain deep tax expertise across a diverse investment portfolio, including fixed maturity and equity securities, mortgage loans, real estate, joint ventures, and derivatives.
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• Take ownership of the tax accounting for illiquid and asset-backed investments, including tax basis tracking, income recognition, and gain and loss analysis related to investment dispositions.
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• Support foreign information reporting and anti-deferral tax requirements for the investment portfolio, including Passive Foreign Investment Company (PFIC) and Controlled Foreign Corporation (CFC) reporting.
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• Analyze and explain differences between book and tax accounting for assigned investments and entities, translating complex concepts into clear, actionable insights for business partners.
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• Prepare and review U.S. income tax provisions, forecasts, and supporting tax return workpapers while ensuring strong documentation and control processes are maintained.
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• Independently manage recurring tax processes, including maintaining procedures, documenting controls, and sharing knowledge with team members through cross-training and collaboration.
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• Partner with colleagues throughout the Tax Department, including Tax Counsel, to support tax controversy matters, transactions, special projects, and tax compliance activities.
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• Leverage technology and contribute to process improvement initiatives that enhance efficiency, strengthen controls, and drive high-quality outcomes.
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• Communicate findings, recommendations, and key insights effectively to Senior Tax Management.
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• Research and document complex tax issues and developments as needed.
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• This role is ideal for a tax professional who enjoys complex investment structures, values ownership and accountability, and wants the opportunity to influence processes while working alongside a collaborative and experienced team.
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The Minimum Qualifications \n

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• Bachelor's degree
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• 7+ years of tax experience in public accounting, financial services, or a related environment
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• 4+ years of experience independently managing recurring tax processes from start to finish, including documentation, process ownership, and knowledge transfer
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The Ideal Qualifications \n

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• Insurance company tax experience, including familiarity with statutory accounting and the differences among statutory, GAAP, and tax reporting for invested assets
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• Exposure to foreign information reporting or anti-deferral tax regimes, or a demonstrated ability to quickly develop expertise in these areas
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• Tax accounting experience within one or more of the following industries: insurance, banking and lending, private equity, hedge funds, real estate, or REITs
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• Experience preparing and reviewing corporate income tax provisions and returns, as well as partnership tax compliance
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• Knowledge of tax accounting for securities, derivatives, or other complex financial instruments
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• Working knowledge of ASC 740 accounting for income taxes
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• Experience supporting and managing activities related to the financial close process
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• Familiarity with tax compliance and provision software such as Corptax, along with business intelligence and automation tools such as Alteryx; experience with similar platforms is also valued
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• Advanced proficiency with Excel, Word, and PowerPoint
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• Ability to review work for quality, accuracy, and relevance while identifying issues and recommending effective solutions
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• Strong interpersonal and collaboration skills, with the ability to build relationships and work effectively across teams and diverse backgrounds
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• A commitment to continuous learning and professional development through technical research, continuing education, and industry best practices
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What You Can Expect at MassMutual  

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• MassMutual offers the opportunity to do meaningful work within a purpose-driven organization that values long-term impact over short-term outcomes. In this role, you can expect:
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• Clear areas of ownership and accountability, with work that connects directly to company and customer outcomes 
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• A collaborative environment where perspectives are welcomed  
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• Access to learning, development, and internal networks that support continuous growth and skill-building over time 
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• Employee-led communities and forums that foster connection, learning, and inclusion across the organization 
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• A culture grounded in integrity, responsibility, and stewardship—supported by a company with a strong legacy and a future-focused mindset
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MassMutual is an equal employment opportunity employer. We welcome all persons to apply.\n
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\nIf you need an accommodation to complete the application process, please contact us and share the specifics of the assistance you need. \n
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