Mutual Opportunities
Investment Tax Manager
Boston, Massachusetts; Springfield, Massachusetts; New York, New York
Thank you to our employees for voting us one of the top places to work in Massachusetts for seven consecutive years!
Overview
Finance and Accounting is at MassMutual’s core, and our team is ushering in an era of growth. We are looking for bold ideas, creative solutions, and comfort embracing change. We strive to build a diverse team and leverage different points of view to optimize processes and build strong relationships.
Our team is motivated by challenging work that delivers substantial impact in a culture of accountability and collaboration. We treat policyowners and customers fairly and prioritize financial stability. Being part of a mutual company means that our teams can think long-term, and employees can dive deep into the complex structure of products and the organization.
Our finance teams are experts in their field and thrive in fast-paced environments. They balance the needs of the business and invest in the long term, while always putting the customer first. They align their work with our live mutual philosophy and strive to always make the right choice for our policyowners. We are building a team that truly embodies ‘together we move forward.’
“At MassMutual, finance is the heartbeat of our company. Maintaining financial strength and stability and earning trust are key to how we operate. And as a mutual life insurance company, we don’t have shareholders. This means that our finance team can think long-term when choosing the best paths to fulfill our purpose: helping people to secure their futures and protect the ones they love. We’re looking for dedicated, skilled, creative finance professionals to join us in tackling complex challenges. Here, you’ll have the opportunity to grow your career in a place that values your ideas and invites you to challenge the status quo.”
Job Description
Investment TaxManager
Corporate Tax Department
Full Time
Boston, MA or New York, NY
This is an individual contributor role
The Opportunity
TheInvestment TaxManagerwillpartner 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.TheInvestment Tax Manager willhave the opportunity to develop leadership capabilitiesanddrive meaningful process improvements.The role requiresstrong taxtechnical skills combined with operational excellence and the ability to execute in a fast-paced, complex environment.
The Team
As an Investment TaxManager, you will be a member of the Investment Tax team within the Corporate Tax Department, part of our Controllers Organization. The Corporate Tax Department iscomprisedof high-performing, collaborative, and agile tax professionals who are motivated by challenging work that delivers sustained value and a culture of accountability.
The Impact
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
Providetechnical tax guidance to team members on investment taxation matters, researching and resolving moderately complex technical issues independently
Identifyand 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
Supportadhoc 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
Identifyprocess 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
The Minimum Qualifications
CPA certification
Undergraduate degree in Accounting/Finance or related field
7+ years of tax experience from public accounting or financial services
5+ years ofIncome tax(ASC740)provision experience
The Ideal Qualifications
10+ yearsoftax experience withdemonstratedcareer 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 toidentifydata issues and develop solutions
Demonstrated ability to manage multiple priorities and deliver results under tight deadlines
Project management experience or certification
Track recordof 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 communicationskills with ability to explain complex tax concepts to non-tax audiences
Review your work and that of others for quality,accuracyand relevance
What to Expect as Part of the Team
Regular meetings with the Investment Tax Team
Focused one-on-one meetings with your manager
Networking opportunities including access to Asian, Hispanic/Latinx, African American, women, LGBTQ,veteranand disability-focused Business Resource Groups
Access to learning content on Degreed and otherinformationalplatforms
Your ethics and integrity will be valued by a company with a strong and stable ethical business with industry leadingpayand benefits
#LI-CR37
If you need an accommodation to complete the application process, please contact us and share the specifics of the assistance you need.
California residents: For detailed information about your rights under the California Consumer Privacy Act (CCPA), please visit our California Consumer Privacy Act Disclosures page.
MassMutual will accept applications on an ongoing basis until such time as a candidate has been offered employment. The job description includes the main duties of this position, which may evolve over time. You may be required to perform other duties not listed.
It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment.
Salary Range: $115,900-$152,100
Hiring Process
Explore
Explore our open jobs by clicking 'search jobs' to find a position that aligns with your experience and skills. You may also consider joining our Talent Network.
Apply
Click the “apply” button on that job posting to complete and submit your application. Your application will be reviewed by a recruiter, which, due to the volume of applications received, may take some time as we carefully consider each application.
Screen
After your application has been reviewed, if you meet the qualifications for the role, a recruiter will reach out to you to start a conversation.
Interview
If you are invited for an interview, you will be scheduled to meet with the hiring manager and hiring team.
Offer
If you are extended an offer to join MassMutual and accept, your start will be contingent upon a satisfactory background check.
Hire
If you accept the offer, we will be so excited to welcome you to the MassMutual community!
If you need an accommodation to complete the application process, please contact us and share the specifics of the assistance you need.
By the numbers*
- 85% of employee respondents say they are proud to work at MassMutual
-
90
% of employee respondents say the work they do at MassMutual is meaningful - 85% of employee respondents say they feel encouraged to come up with new and better ways of doing things
*Source: 2025 MassMutual employee engagement survey
Award-Winning Culture
MassMutual is guided by a single purpose: We help people secure their future and protect the ones they love. As a company operated for the benefit of our members and participating policyowners, we are defined by mutuality and our vision to provide financial well-being for all Americans. It’s more than our company structure — it’s our way of life. We are a company of people protecting people. Our company exists because people are willing to share risk and resources and rely on each other when it counts.
We strive to build a thriving community where everyone is valued, included, and feels that they belong.
At MassMutual, we Live Mutual.
How We Work
MassMutual’s flexible workplace approach combines the importance of connecting in person and the flexibility of working remotely. Our hybrid model puts collaboration first with employees coming in at least three days per week to our spectacular campus settings and also enjoying the flexibility of remote Fridays, company-wide remote weeks, and a bank of flexible remote weeks to use throughout the year.
Benefits for the whole you (and your loved ones)
There’s more to your life than your job and there’s more to your aspirations than a paycheck. We take a holistic view of compensation and benefits that provides the flexibility to create a healthy balance in your life for work, family, and community. We offer the benefits you’d expect, like medical, dental, 401(k), and generous vacation time, but we also offer ones you might not expect, like three paid days for volunteering, a $1,250 annual Well-Being Wallet, and up to 320 hours of caregiver leave.
Explore some of our offerings below. Benefit details can be found here.
where we work
Springfield Office
1295 State Street, Springfield, MA
Boston Office
10 Fan Pier Blvd, Boston, MA
New York Office
2 Park Ave,
New York, NY
Virtual
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