Investment Accounting | Tax Manager | Corporate Tax - Investment Tax | Leading Financial Services Organization

Overview:

A leading financial services organization is seeking an experienced Investment Accounting Tax Manager to join its high-performing Investment Tax team. This role is ideal for someone with a strong blend of tax and accounting technical skills, systems expertise, and a collaborative mindset.

In this position, you’ll primarily support securities tax operations — focusing on tax accuracy, process optimization, and contributing to key initiatives across a variety of complex investment types such as partnerships, real estate, and derivatives. You’ll work across departments to ensure efficient, compliant, and scalable tax processes in a fast-paced, evolving environment.

Key Responsibilities:

• Oversee tax reporting for securities and complex investment types
• Ensure accuracy of tax basis, reconcile tax data with general ledger, and maintain compliance controls
• Analyze new investment transactions for tax treatment and support system integration
• Collaborate across tax, finance, operations, and audit teams to implement tax strategies and support key initiatives
• Participate in system upgrades, tax automation projects, and process improvement efforts

Qualifications:

• Bachelor’s degree in Accounting, Finance, or related field
• 6+ years of relevant tax experience in public accounting or financial services
• Strong knowledge of US GAAP (ASC 740), tax regulations, and investment-related tax accounting
• Experience with securities tax systems (e.g., Eagle), data analytics tools (e.g., Alteryx), and large-scale projects

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