Investment Tax Accountant - Special Projects & Strategic Initiatives

• Monitor and track tax data quality and performance of securities tax results tracked in the Eagle processing system and compare to general ledger results.
• Participate in daily cross-functional Eagle operational governance meetings and other discussions that analyze and track system issues and changes in securities across the investment data ecosystem.
• Participate in testing of Eagle software upgrades to ensure changes are applied accurately and existing software continues to operate as intended.
• Ensure accurate tax basis is maintained for investments tracked in Eagle and accurate rules are applied as intended to exception situations.
• 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 and how to efficiently operationalize.
• Assist in executing various tax internal controls for investments.
• Reconcile deferred tax balances for securities investments collaborating with the securities tax operations team.
• Assist in preparing wash sales analysis.
• Assist in maintaining tax planning strategies involving investments.
• Assist in analyzing exchange transactions to determine if taxable or non-taxable.
• Assist in analyzing tax cash flows on structured securities to achieve correct processing of tax amortization in Eagle.
• 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.
• Education and/or experience utilizing business intelligence applications such as Alteryx highly desirable.
• Comfortable working with investment systems platforms a data-intensive environment and data interfaces between ERP and tax systems.
• Understanding of tax treatments of various securities transaction types.
• Experience with tax transactions accounting and reporting for investment types other than securities including partnerships LLCs real estate debt and equity derivatives.
• Proficient Excel skills and workpaper organizational ability integrating systems and analytical results.
• Excellent written and verbal communication skills.
• General knowledge of corporate taxation to understand how investments fit into larger tax compliance reporting and audit frameworks.
• Some experience with U.S. tax aspects of non-U.S. transactions issues and reporting (e.g. PFICs CFCs foreign partnerships foreign disregarded entities withholding taxes).
• Experience with large multidisciplinary projects that impact tax (e.g. ERP implementations tax co-sourcing engagements finance transformations).
• Conversant in Financial and Accounting Systems such as SAP.
• Ability to identify issues and recommend effective solutions.
• Extremely organized detail-oriented and demonstrated ability to effectively prioritize and multi-task in a continually evolving environment.
• Ability to utilize project management tools and best practices to organize and prioritize tasks.
• Proven ability to collaborate cross-functionally and influence outcomes.
• Exhibits intellectual curiosity to seek and broaden knowledge and understanding beyond the core responsibilities of the position.

• Regular meetings with the Corporate Tax Department
• Focused one-on-one meetings with your manager
• Networking opportunities including access to Asian Hispanic/Latinx African American women LGBTQIA+ 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

What We Do

Since 1851 MassMutual’s commitment has always been to help people protect their families support their communities and help one another. This is why we want to inspire people to Live Mutual. We’re people helping people. Together we’re stronger.

Why Work With Us

MassMutual has the financial security and stability of a 170+ year old company with the culture and energy of a startup. We work every day with the customer front of mind to build the best digital experience in the industry.

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