Apply on Employer Site

LHH · 4 hours ago

Investment Accounting Tax Manager

Boston, MA

Full-time

Hybrid

Senior Level

$110K/yr - $140K/yr

6+ years exp

LHH is working on behalf of a client in Boston, Massachusetts, seeking an Investment Accounting Tax Manager. This role requires a mix of technical tax, accounting, and system proficiency, focusing on monitoring tax data quality, ensuring accurate tax basis for investments, and implementing process improvements.

Human Resources

Hiring Manager

Doris Meinelt

Responsibilities

Monitor and track tax data quality and performance of securities tax results tracked in the processing system and compare to general ledger results

Ensure accurate tax basis is maintained for investments

Understand and analyze differences between the tax basis and Statutory or GAAP basis of accounting for various investment types

Assist in reviewing new investment transactions for securities, partnerships, LLCs, and derivatives to determine correct tax treatment

Reconcile deferred tax balances for securities investments, collaborating with the securities tax operations team

Stay current with tax law changes in general and impacting investments

Proactively identify and implement process improvements, increase automation, and enhance digital analytics using existing and emerging technology solutions

Qualification

Tax experienceAccounting knowledgeInvestment systems proficiencyCPA certificationGAAP accountingCommunication skillsOrganizational skillsAttention to detail

Required

Undergraduate degree in Accounting/Finance or related field

6+ years of tax experience, preferably in public accounting or financial service environments

Preferred

Master' degree in Taxation and/or CPA a plus

8+ years of tax experience, preferably 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

Working knowledge with investment systems platforms, a data-intensive environment, and data interfaces between ERP and tax systems

Experience with tax transactions, accounting and reporting for investment types other than securities, including partnerships, LLCs, real estate debt and equity, derivatives

Exceptional organizational skills, follow-up skills, and high attention to detail

Excellent written and oral communication skills, comfortable in a fast paced environment