Investment Tax Manager

Role Overview

• Partner closely with senior leadership to manage day-to-day operations across our investment tax portfolio, spanning provision, compliance, and deferred tax processes for life insurance investment assets including securities, bonds, partnerships, derivatives, and real estate.
• 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

• 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
• 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 (fixed income, partnerships, derivatives, real estate)
• Strong understanding of corporate tax provision (ASC740) and tax compliance processes
• Hands-on experience with tax technology platforms, ERP systems, or system implementation projects
• Prior involvement in large-scale transformation initiatives or process improvement programs
• Experience managing, mentoring, or leading tax professionals (formal or informal)
• Strong analytical skills with ability to identify data issues and develop solutions
• Demonstrated ability to manage multiple priorities and deliver results under tight deadlines
• Project management experience or certification
• Track record of building effective stakeholder relationships across matrixed organizations
• Experience with deferred tax accounting and reconciliations
• Experience interfacing with external auditors and managing audit processes
• History of taking ownership and driving initiatives without extensive oversight
• Strategic mindset combined with willingness to roll up sleeves and execute tactically
• Strong communication skills with ability to explain complex tax concepts to non-tax audiences.

Tech Stack

• ERP

Benefits

• Health insurance
• 401(k) matching
• Flexible working hours
• Paid time off
• 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