Join a collaborative tax team in a leading insurance industry organization, where you will focus on investment tax operations—primarily related to securities—and support broader strategic initiatives involving partnerships, real estate, derivatives, and other investment types. This role blends technical tax expertise, investment accounting, and systems knowledge, and is ideal for someone who can navigate complex data sets, communicate effectively across teams, and contribute to enterprise-wide investment initiatives. You’ll be a key contributor in ensuring accurate tax treatment of investment activity and supporting digital transformation, automation, and compliance across the investment tax lifecycle.

Hybrid in Springfield MA, Boston MA, or New York NY

NOTE: This is not a Not a conventional tax role – must be a good general accountant with investment securities experience.

Key Responsibilities:

• Monitor tax data quality and reconcile results between the investment accounting platform and general ledger systems.
• Collaborate in operational governance meetings related to securities data, system issues, and investment changes.
• Conduct testing of software updates in the investment accounting platform to confirm intended outcomes and system integrity.
• Maintain accurate tax basis data for securities, applying appropriate rules for standard and exception transactions.
• Analyze and explain tax vs. Statutory and GAAP differences for a variety of investment types.
• Review investment activity (e.g., securities, partnerships, derivatives) to assess tax treatment and operational readiness.
• Support execution and documentation of tax-related internal controls over investments.
• Assist in reconciling deferred taxes tied to securities and prepare periodic tax wash sale analyses.
• Support tax planning initiatives related to investment strategies and contribute to compliance on structured securities amortization.
• Research exchange and corporate actions to determine taxability.
• Stay informed on changes in tax laws, particularly those impacting investment vehicles.
• Identify opportunities to improve processes through automation, data analytics, and technology.

Basic Qualifications:

• Bachelor's degree in Accounting, Finance, or a related field.
• Minimum of 6 years of tax experience, ideally within public accounting or the financial services industry.

Preferred Qualifications:

• CPA license and/or Master’s in Taxation strongly preferred.
• 8+ years of experience with tax issues related to securities and other investment vehicles in complex environments.
• In-depth understanding of tax regulations, ASC 740, and ideally Statutory Accounting Principles.
• Experience with BI tools (e.g., Alteryx) and investment platforms such as Eagle.
• Demonstrated ability to work with ERP systems, large data volumes, and cross-functional teams.
• Skilled in analyzing diverse investment types and applying relevant tax and accounting treatments.
• Strong written and verbal communication skills, with an ability to translate technical issues to various stakeholders.
• Exposure to international investment tax considerations (e.g., PFICs, CFCs, foreign partnerships).
• Familiarity with large-scale tax or finance transformation projects and co-sourcing models.
• High proficiency in Excel and experience synthesizing analytical results from multiple systems.
• Highly organized, detail-oriented, and able to manage competing priorities.
• Enthusiastic about learning and contributing beyond core responsibilities.