Investment Tax Manager (Fintech)

TL;DR

Investment Tax Manager (Fintech): Managing day-to-day operations across our investment tax portfolio, spanning provision, compliance, and deferred tax processes for life insurance investment assets with an accent on accuracy and timeliness of deliverables. Focus on providing technical tax guidance to team members on investment taxation matters, researching and resolving moderately complex technical issues independently.

Location: Boston, Massachusetts or New York, New York

Salary: $115,900-$152,100

Company

hirify.global is an equal employment opportunity employer.

What you will do

• Drive day-to-day execution of tax provision, compliance, and deferred tax reconciliation processes across all investment asset classes.
• 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.
• 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.
• Mentor and develop tax professionals, providing coaching and fostering professional growth across the team.

Requirements

• 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

Nice to have

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

Culture & Benefits

• Regular meetings with the Investment Tax Team
• Focused one-on-one meetings with your manager
• Networking opportunities
• Access to learning content
• Ethics and integrity will be valued