Investment Tax Manager

Corporate Tax Department

Full Time

Boston, MA or New York, NY

This is an individual contributor role

The Opportunity

The Investment Tax Manager will partner closely with senior leadership to manage day-to-day operations across our investment tax portfolio, spanning provision, compliance, and deferred tax processes for life insurance investment assets including securities, bonds, partnerships, derivatives, and real estate. The Investment Tax Manager will have the opportunity to develop leadership capabilities and drive meaningful process improvements. The role requires strong tax technical skills combined with operational excellence and the ability to execute in a fast-paced, complex environment.

The Team

As an Investment Tax Manager, you will be a member of the Investment Tax team within the Corporate Tax Department, part of our Controllers Organization. The Corporate Tax Department is comprised of high-performing, collaborative, and agile tax professionals who are motivated by challenging work that delivers sustained value and a culture of accountability.

The Impact

• 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

The Minimum Qualifications

• CPA certification

• Undergraduate degree in Accounting/Finance or related field

• 7+ years of tax experience from public accounting or financial services

• 5+ years of Income tax (ASC740) provision experience

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The Ideal Qualifications

• 10+ years of tax experience with demonstrated career progression

• Big 4 tax advisory background with exposure to complex technical projects

• Insurance or asset management industry experience; familiarity with life insurance company taxation

• Working knowledge of investment taxation across multiple asset classes (fixed income, partnerships, derivatives, real estate)

• Strong understanding of corporate tax provision (ASC740) and tax compliance processes

• Hands-on experience with tax technology platforms, ERP systems, or system implementation projects

• Prior involvement in large-scale transformation initiatives or process improvement programs

• Experience managing, mentoring, or leading tax professionals (formal or informal)

• Strong analytical skills with ability to identify data issues and develop solutions

• Demonstrated ability to manage multiple priorities and deliver results under tight deadlines

• Project management experience or certification

• Track record of building effective stakeholder relationships across matrixed organizations

• Experience with deferred tax accounting and reconciliations

• Experience interfacing with external auditors and managing audit processes

• History of taking ownership and driving initiatives without extensive oversight

• Strategic mindset combined with willingness to roll up sleeves and execute tactically

• Strong communication skills with ability to explain complex tax concepts to non-tax audiences

• Review your work and that of others for quality, accuracy and relevance

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What to Expect as Part of the Team

• 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

• Your ethics and integrity will be valued by a company with a strong and stable ethical business with industry leading pay and benefits

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