Investment Tax Manager (Investment Tax)

Location: Hybrid, Boston, Massachusetts or New York, New York

Salary: $115,900–$152,100 annually

Company

hirify.global is a purpose-driven financial services and insurance organization focused on long-term financial strength and customer outcomes.

What you will do

• Develop and maintain tax expertise across fixed maturity and equity securities, mortgage loans, real estate, joint ventures, and derivatives.
• Own tax accounting for illiquid and asset-backed investments, including tax basis tracking, income recognition, and gain and loss analysis.
• Support PFIC, CFC, foreign information reporting, and anti-deferral tax requirements.
• Analyze book-to-tax differences and communicate clear recommendations to business partners and Senior Tax Management.
• Prepare and review U.S. income tax provisions, forecasts, tax return workpapers, and supporting documentation.
• Manage recurring tax processes, controls, procedures, cross-training, tax controversy matters, and process improvement initiatives.

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, ownership, and knowledge transfer.
• Experience with investment tax accounting, corporate income tax provisions and returns, partnership tax compliance, or complex financial instruments.
• Working knowledge of ASC 740 and advanced proficiency with Excel, Word, and PowerPoint.
• Ability to review work for quality and accuracy, identify issues, research complex tax matters, and collaborate across teams.

Nice to have

• Insurance company tax experience and familiarity with statutory, GAAP, and tax reporting for invested assets.
• Experience in insurance, banking and lending, private equity, hedge funds, real estate, or REITs.
• Familiarity with Corptax, Alteryx, business intelligence, and automation tools.

Culture & Benefits

• Meaningful work in a purpose-driven organization with a focus on long-term impact.
• Clear ownership and accountability connected to company and customer outcomes.
• Collaborative environment that welcomes diverse perspectives.
• Learning, development, internal networks, and employee-led communities supporting continuous growth and inclusion.
• Culture grounded in integrity, responsibility, and stewardship.