Investment Accounting Tax Manager

Investment Accounting Tax Manager - Boston, MA

This role is hybrid 3/2 with 2 specific days in office.

RESPONSIBILITIES:

• Monitor and track tax data quality and performance of securities tax results tracked in the processing system and compare to general ledger results.
• Ensure accurate tax basis is maintained for investments.
• Understand and analyze differences between the tax basis and Statutory or GAAP basis of accounting for various investment types.
• Assist in reviewing new investment transactions for securities, partnerships, LLCs, and derivatives to determine correct tax treatment.
• Reconcile deferred tax balances for securities investments, collaborating with the securities tax operations team.
• Stay current with tax law changes in general and impacting investments.
• Proactively identify and implement process improvements, increase automation, and enhance digital analytics using existing and emerging technology solutions.

KNOWLEDGE,

SKILLS AND ABILITIES

• Undergraduate degree in Accounting/Finance or related field.
• 6+ years of tax experience, preferably in public accounting or financial services environments.

Preferred requirements:

• Master’ degree in Taxation and/or CPA a plus.
• 8+ years of tax experience, preferably in public accounting or large financial services environments.
• Experienced tax and accounting technical knowledge, including tax code and regulations and GAAP accounting under ASC 740. Experience with Statutory Accounting Principles a plus.
• Working knowledge with investment systems platforms, a data-intensive environment, and data interfaces between ERP and tax systems.
• Experience with tax transactions, accounting and reporting for investment types other than securities, including partnerships, LLCs, real estate debt and equity, derivatives.
• Exceptional organizational skills, follow-up skills, and high attention to detail.
• Excellent written and oral communication skills, comfortable in a fast paced environment.

Salary $110K-$140K DOE

Please email your resume to  for consideration.

Seniority level:
Mid-Senior level

Employment type:

Full-time

Job function:
Accounting/Auditing | Industries:
Accounting and Professional Services