KBW Financial Staffing & Recruiting
Investment Accounting Tax Manager - Special Projects & Strategic Initiatives
KBW Financial Staffing & Recruiting, Boston, Massachusetts, us, 02298
Investment Accounting Tax Manager - Special Projects & Strategic Initiatives
Join to apply for the
Investment Accounting Tax Manager - Special Projects & Strategic Initiatives
role at
KBW Financial Staffing & Recruiting Investment Accounting Tax Manager - Special Projects & Strategic Initiatives
4 days ago Be among the first 25 applicants Join to apply for the
Investment Accounting Tax Manager - Special Projects & Strategic Initiatives
role at
KBW Financial Staffing & Recruiting Monitor and validate tax data quality and performance of securities tax results within internal systems while ensuring alignment with general ledger records Participate in cross-functional operational meetings to troubleshoot system issues, support data governance, and track changes across the investment data environment Test system upgrades and enhancements to ensure accurate tax processing and continued functionality of investment tax software Analyze and maintain accurate tax basis accounting for various investment types, ensuring proper application of tax rules in complex or exception scenarios Support reviews of new investment transactions including partnerships, derivatives, and structured products to determine appropriate tax treatment and operational processes Identify and drive process improvements, enhance automation, and support digital transformation efforts using technology to increase efficiency and accuracy in tax operations
Investment Accounting Tax Manager
Boston, MA - Hybrid
Comp: $110K-$147,500 + 20% bonus
Responsibilities
Monitor and validate tax data quality and performance of securities tax results within internal systems while ensuring alignment with general ledger records Participate in cross-functional operational meetings to troubleshoot system issues, support data governance, and track changes across the investment data environment Test system upgrades and enhancements to ensure accurate tax processing and continued functionality of investment tax software Analyze and maintain accurate tax basis accounting for various investment types, ensuring proper application of tax rules in complex or exception scenarios Support reviews of new investment transactions including partnerships, derivatives, and structured products to determine appropriate tax treatment and operational processes Identify and drive process improvements, enhance automation, and support digital transformation efforts using technology to increase efficiency and accuracy in tax operations
Qualifications
8+ years of tax experience, preferably in public accounting or large financial services environments Strong technical knowledge of tax codes, regulations, and GAAP accounting under ASC 740; familiarity with Statutory Accounting Principles is a plus Understanding of tax treatments for a wide range of investment types including securities, partnerships, LLCs, real estate, and derivatives Comfortable working in data-intensive environments, including investment systems platforms and data interfaces between ERP and tax systems Experience with large, multidisciplinary projects such as ERP implementations, tax co-sourcing engagements, or finance transformations Proficient in Excel with strong organizational skills for managing workpapers, integrating system outputs, and analyzing results Excellent written and verbal communication skills, with the ability to convey complex tax concepts clearly to both technical and non-technical stakeholders Highly organized, detail-oriented, and able to effectively prioritize tasks in a fast-paced, evolving environment
KBW789
*MONKBW*
Seniority level
Seniority level Mid-Senior level Employment type
Employment type Full-time Job function
Job function Accounting/Auditing and Finance Industries Staffing and Recruiting Referrals increase your chances of interviewing at KBW Financial Staffing & Recruiting by 2x Sign in to set job alerts for “Tax Accounting Manager” roles.
Bedford, MA $160,000.00-$180,000.00 1 week ago Boston, MA $175,000.00-$200,000.00 2 days ago Waltham, MA $120,000.00-$130,000.00 3 days ago Accounting Manager, Fund Finance - Top PE Firm
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Join to apply for the
Investment Accounting Tax Manager - Special Projects & Strategic Initiatives
role at
KBW Financial Staffing & Recruiting Investment Accounting Tax Manager - Special Projects & Strategic Initiatives
4 days ago Be among the first 25 applicants Join to apply for the
Investment Accounting Tax Manager - Special Projects & Strategic Initiatives
role at
KBW Financial Staffing & Recruiting Monitor and validate tax data quality and performance of securities tax results within internal systems while ensuring alignment with general ledger records Participate in cross-functional operational meetings to troubleshoot system issues, support data governance, and track changes across the investment data environment Test system upgrades and enhancements to ensure accurate tax processing and continued functionality of investment tax software Analyze and maintain accurate tax basis accounting for various investment types, ensuring proper application of tax rules in complex or exception scenarios Support reviews of new investment transactions including partnerships, derivatives, and structured products to determine appropriate tax treatment and operational processes Identify and drive process improvements, enhance automation, and support digital transformation efforts using technology to increase efficiency and accuracy in tax operations
Investment Accounting Tax Manager
Boston, MA - Hybrid
Comp: $110K-$147,500 + 20% bonus
Responsibilities
Monitor and validate tax data quality and performance of securities tax results within internal systems while ensuring alignment with general ledger records Participate in cross-functional operational meetings to troubleshoot system issues, support data governance, and track changes across the investment data environment Test system upgrades and enhancements to ensure accurate tax processing and continued functionality of investment tax software Analyze and maintain accurate tax basis accounting for various investment types, ensuring proper application of tax rules in complex or exception scenarios Support reviews of new investment transactions including partnerships, derivatives, and structured products to determine appropriate tax treatment and operational processes Identify and drive process improvements, enhance automation, and support digital transformation efforts using technology to increase efficiency and accuracy in tax operations
Qualifications
8+ years of tax experience, preferably in public accounting or large financial services environments Strong technical knowledge of tax codes, regulations, and GAAP accounting under ASC 740; familiarity with Statutory Accounting Principles is a plus Understanding of tax treatments for a wide range of investment types including securities, partnerships, LLCs, real estate, and derivatives Comfortable working in data-intensive environments, including investment systems platforms and data interfaces between ERP and tax systems Experience with large, multidisciplinary projects such as ERP implementations, tax co-sourcing engagements, or finance transformations Proficient in Excel with strong organizational skills for managing workpapers, integrating system outputs, and analyzing results Excellent written and verbal communication skills, with the ability to convey complex tax concepts clearly to both technical and non-technical stakeholders Highly organized, detail-oriented, and able to effectively prioritize tasks in a fast-paced, evolving environment
KBW789
*MONKBW*
Seniority level
Seniority level Mid-Senior level Employment type
Employment type Full-time Job function
Job function Accounting/Auditing and Finance Industries Staffing and Recruiting Referrals increase your chances of interviewing at KBW Financial Staffing & Recruiting by 2x Sign in to set job alerts for “Tax Accounting Manager” roles.
Bedford, MA $160,000.00-$180,000.00 1 week ago Boston, MA $175,000.00-$200,000.00 2 days ago Waltham, MA $120,000.00-$130,000.00 3 days ago Accounting Manager, Fund Finance - Top PE Firm
Greater Boston $120,000.00-$150,000.00 2 weeks ago Reading, MA $150,000.00-$180,000.00 3 weeks ago Boston, MA $110,000.00-$130,000.00 2 days ago Boston, MA $110,000.00-$130,000.00 2 weeks ago Concord, MA $120,000.00-$140,000.00 3 weeks ago Waltham, MA $120,000.00-$130,000.00 1 day ago Greater Boston $125,000.00-$160,000.00 4 days ago Boston, MA $140,000.00-$165,000.00 5 days ago Boston, MA $111,800.00-$175,670.00 5 days ago Boston, MA $170,000.00-$300,000.00 5 days ago Rockland, MA $100,000.00-$105,000.00 4 days ago Boston - Accounting and Finance Professionals – Senior Associates, Associate Managers & Managers
Boston, MA $107,500.00-$134,500.00 2 weeks ago We’re unlocking community knowledge in a new way. Experts add insights directly into each article, started with the help of AI.
#J-18808-Ljbffr