Investment Accounting Tax Manager - Special Projects & Strategic Initiatives

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

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Join to apply for the Investment Accounting Tax Manager - Special Projects & Strategic Initiatives role at KBW Financial Staffing & Recruiting

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We are seeking a dynamic Tax Manager to join a great client of ours in Boston. This role offers a hybrid work model with competitive compensation and bonus potential.

About The Role

The Tax Manager will lead special projects and strategic initiatives within the tax function. We're looking for a versatile accountant with strong investment securities experience who thrives in a fast-paced, evolving environment. This is an opportunity for someone excited about transformation and continuous improvement.

Key Responsibilities

• Monitor and ensure the accuracy and performance of tax data related to securities tracked in a complex investment accounting platform.
• Participate in daily operational governance meetings focused on investment data integrity and system enhancements.
• Support testing and implementation of software upgrades to maintain system accuracy and performance.
• Ensure tax basis accuracy for investment assets and manage exception handling.
• Analyze and reconcile differences between tax, GAAP, and Statutory accounting treatments.
• Review new investment transactions (securities, partnerships, derivatives) for proper tax treatment and operational efficiency.
• Execute and improve tax internal controls related to investments.
• Reconcile deferred tax balances for investment portfolios in coordination with tax operations.
• Assist with analyses such as wash sales and taxable vs. non-taxable exchanges.
• Support tax planning strategies involving investments and ensure correct tax amortization of structured securities.
• Stay informed of relevant tax law changes impacting investments.
• Identify and implement process improvements and automation opportunities using technology and data tools.

Qualifications

• Bachelor’s degree in Accounting, Finance, or related field.
• 8+ years of tax experience, preferably in public accounting or financial services.
• Master’s degree in Taxation and/or CPA is a plus.
• Strong technical knowledge of tax codes, GAAP (ASC 740), and Statutory Accounting Principles.
• Experience with business intelligence tools (e.g., Alteryx) and data-driven environments.
• Familiarity with investment systems platforms and ERP-tax system interfaces.
• Knowledge of tax treatments for various investment types.
• Advanced Excel skills and experience analyzing data and reports.
• Excellent written and verbal communication skills.
• Broad understanding of corporate tax compliance, reporting, and audit considerations.
• Experience with international tax issues (e.g., PFICs, CFCs, foreign partnerships).
• Proven experience managing large-scale tax or finance projects (e.g., ERP implementations, finance transformations).
• Working knowledge of SAP and project management best practices.
• Highly organized with the ability to prioritize and manage multiple tasks in a changing environment.

Location: Boston, MA (Hybrid)

Salary: $110,000 - $147,500 + 20% bonus