Investment Tax Manager – Provisions

MassMutual

Investment Tax Manager overseeing tax provision and compliance related to investment assets at MassMutual. Collaborating with teams for process improvements and mentoring tax professionals.

Posted 6/3/2026full-timeBoston • Massachusetts, New York • 🇺🇸 United StatesSeniorLead💰 $115,900 - $152,100 per yearWebsite

Tech Stack

Tools & technologies

ERP

About the role

Key responsibilities & 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

Requirements

What you’ll need

CPA or certification in process
Bachelor's Degree
7+ years of tax experience from public accounting or financial services
5+ years of Income tax (ASC740) provision experience
10+ years of tax experience with demonstrated career progression (ideal)
Big 4 tax advisory background with exposure to complex technical projects (ideal)
Insurance or asset management industry experience; familiarity with life insurance company taxation (ideal)
Working knowledge of investment taxation across multiple asset classes (ideal)
Strong understanding of corporate tax provision (ASC740) and tax compliance processes (ideal)
Hands-on experience with tax technology platforms, ERP systems, or system implementation projects (ideal)
Prior involvement in large-scale transformation initiatives or process improvement programs (ideal)
Experience managing, mentoring, or leading tax professionals (ideal)
Strong analytical skills with ability to identify data issues and develop solutions (ideal)
Demonstrated ability to manage multiple priorities and deliver results under tight deadlines (ideal)
Project management experience or certification (ideal)
Track record of building effective stakeholder relationships across matrixed organizations (ideal)
Experience with deferred tax accounting and reconciliations (ideal)
Experience interfacing with external auditors and managing audit processes (ideal)

Benefits

Comp & perks

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

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills & Tools

tax provisionASC 740deferred tax reconciliationinvestment taxationdata integrityprocess improvementtax complianceanalytical skillsdeferred tax accountingaudit processes

Soft Skills

mentoringcoachingrelationship buildingproject managementproblem solvingprioritizationcommunicationleadershipteam collaborationstakeholder management

Certifications

CPAProject management certification