Systems Project and Compliance Coordinator ensuring robust compliance and effective controls across Finance Systems. Collaborating with IT and business stakeholders on governance and risk management practices.
MA
Hybrid Investment Tax Accountant – Special Projects, Strategic Initiatives
Posted 4 months ago
About the role
- Investment Tax Accountant in charge of securities tax operations at MassMutual. Analyzing transactions and ensuring compliance while working in a collaborative tax team.
Responsibilities
- Monitor and track tax data quality and performance of securities tax results tracked in the Eagle processing system
- Participate in daily, cross-functional Eagle operational governance meetings and other discussions that analyze and track system issues
- Participate in testing of Eagle software upgrades
- Ensure accurate tax basis is maintained for investments tracked in Eagle and accurate rules are applied as intended
- Assist in reviewing new investment transactions for correct tax treatment
- Assist in executing various tax internal controls for investments
- Reconcile deferred tax balances for securities investments
- Assist in preparing wash sales analysis
- Stay current with tax law changes
- Proactively identify and implement process improvements
Requirements
- Undergraduate degree in Accounting/Finance or related field
- 6+ years of tax experience, preferably in public accounting or financial service environments
- Master’s degree in Taxation and/or CPA a plus
- 8+ years of tax experience in public accounting or large financial services environments
- Experienced tax and accounting technical knowledge including tax code and regulations and GAAP accounting under ASC 740
- Experience with Statutory Accounting Principles a plus
- Education and/or experience utilizing business intelligence applications, such as Alteryx, highly desirable
- Comfortable working with investment systems platforms, a data-intensive environment, and data interfaces between ERP and tax systems
- Understanding of tax treatments of various securities transaction types
- Experience with tax transactions, accounting and reporting for investment types other than securities, including partnerships, LLCs, real estate debt and equity, derivatives
- Proficient Excel skills and workpaper organizational ability, integrating systems and analytical results
- General knowledge of corporate taxation
Benefits
- Health insurance
- Retirement plans
- Paid time off
- Flexible work location policy
- Learning and development opportunities
- Networking opportunities including access to diversity-focused resource groups
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