Investment Tax Accountant (Financial Services)

Location: Hybrid role based in Boston, Massachusetts, or New York, New York

Salary: $115,900–$152,100 per year

Company

hirify.global is a purpose-driven financial services organization focused on long-term impact, integrity, and stewardship.

What you will do

• Manage tax accounting processes for investments including fixed maturity and equity securities, mortgage loans, real estate, joint ventures, and derivatives.
• Track tax basis, recognize income, and analyze gains and losses for illiquid and asset-backed investments.
• Support PFIC, CFC, foreign information reporting, U.S. income tax provisions, forecasts, and tax return workpapers.
• Analyze book-to-tax differences and communicate clear findings and recommendations to business partners and Senior Tax Management.
• Maintain procedures and controls, manage recurring processes, document complex tax issues, and provide cross-training.
• Partner with Tax Counsel and colleagues on tax controversy, transactions, special projects, compliance, and process improvement.

Requirements

• Bachelor’s degree.
• 7+ years of tax experience in public accounting, financial services, or a related environment.
• 4+ years independently managing recurring tax processes from start to finish, including documentation, process ownership, and knowledge transfer.
• Experience preparing and reviewing corporate income tax provisions and returns, partnership tax compliance, or financial close activities.
• Knowledge of tax accounting for securities, derivatives, or other complex financial instruments and working knowledge of ASC 740.
• Advanced proficiency with Excel, Word, and PowerPoint, plus strong analytical, communication, and collaboration skills.

Nice to have

• Insurance company tax experience and familiarity with statutory, GAAP, and tax reporting for invested assets.
• Experience with foreign information reporting, anti-deferral tax regimes, Corptax, Alteryx, or similar tools.
• Tax accounting experience in insurance, banking, lending, private equity, hedge funds, real estate, or REITs.

Culture & Benefits

• Clear ownership and accountability connected to company and customer outcomes.
• Collaborative environment that welcomes diverse perspectives.
• Access to learning, development, and internal professional networks.
• Employee-led communities and forums supporting connection, inclusion, and continuous learning.
• Culture grounded in integrity, responsibility, and long-term impact.