Investment Accounting Tax Manager

LHH is working on behalf of our fantastic client in the Springfield, Massachusetts who has an immediate Investment Accounting Tax Manager staffing need.
This role is hybrid 3/2 with 2 specific days in office. The ideal candidate will have a mixed skillset of technical tax, accounting, and system proficiency, experience navigating large data sets, excellent communication skills, and the ability to partner effectively.

• 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.

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

• 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