Be an Early Applicant
We help people secure their future and protect the ones they love.
The Role
Investment Tax Accountant - Special Projects & Strategic Initiatives
Investment Taxes, Corporate Tax Department
Full-Time
Boston MA or Springfield MA
This is an individual contributor role.
The Opportunity
As an Investment Tax Accountant in the Investment Tax group, you will work in a dynamic and collaborative environment, primarily supporting securities tax operations, including system and process efficiency and enhancements, and you will support projects and strategic initiatives for other investment types, such as partnerships, real estate, and derivatives. The ideal candidate will have a convergent skillset of technical tax, accounting, and system proficiency, experience navigating large data sets, excellent communication skills, and the ability to partner effectively with tax colleagues, finance organization teams, and across the broader investment ecosystem. This position, in collaboration with cross-functional teams, will be responsible for analyzing securities transactions and processes to ensure accurate tax outcomes are achieved and a reliable control environment is maintained. Further, this position will participate in investment initiatives or project tracks to develop, enhance, and automate tax processes, and onboard significant transactions, new mandates, and tax legislation involving investments.
The Team
As an Investment Tax Accountant, you will be a member of the Investment Tax team within the Corporate Tax Department, part of MassMutual's Controllers Organization. The Corporate Tax Department is comprised of high-performing, collaborative, and agile tax professionals who are motivated by challenging work that delivers sustained value and a culture of accountability. Team members are focused on continuous improvement and transforming the department through innovative solutions that align with the finance organization's strategic goals and initiatives.
The Impact
The Investment Tax Accountant will help develop and execute Investment Tax goals and initiatives. Your responsibilities will include:
The Minimum Qualifications
The Ideal Qualifications
What to Expect as Part of MassMutual and the Team
#LI-CR37
MassMutual is an equal employment opportunity employer. We welcome all persons to apply.
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.
Salary Range: $115,900-$152,100
Investment Taxes, Corporate Tax Department
Full-Time
Boston MA or Springfield MA
This is an individual contributor role.
The Opportunity
As an Investment Tax Accountant in the Investment Tax group, you will work in a dynamic and collaborative environment, primarily supporting securities tax operations, including system and process efficiency and enhancements, and you will support projects and strategic initiatives for other investment types, such as partnerships, real estate, and derivatives. The ideal candidate will have a convergent skillset of technical tax, accounting, and system proficiency, experience navigating large data sets, excellent communication skills, and the ability to partner effectively with tax colleagues, finance organization teams, and across the broader investment ecosystem. This position, in collaboration with cross-functional teams, will be responsible for analyzing securities transactions and processes to ensure accurate tax outcomes are achieved and a reliable control environment is maintained. Further, this position will participate in investment initiatives or project tracks to develop, enhance, and automate tax processes, and onboard significant transactions, new mandates, and tax legislation involving investments.
The Team
As an Investment Tax Accountant, you will be a member of the Investment Tax team within the Corporate Tax Department, part of MassMutual's Controllers Organization. The Corporate Tax Department is comprised of high-performing, collaborative, and agile tax professionals who are motivated by challenging work that delivers sustained value and a culture of accountability. Team members are focused on continuous improvement and transforming the department through innovative solutions that align with the finance organization's strategic goals and initiatives.
The Impact
The Investment Tax Accountant will help develop and execute Investment Tax goals and initiatives. Your responsibilities will include:
- Monitor and track tax data quality and performance of securities tax results tracked in the Eagle processing system and compare to general ledger results.
- Participate in daily, cross-functional Eagle operational governance meetings and other discussions that analyze and track system issues and changes in securities across the investment data ecosystem.
- Participate in testing of Eagle software upgrades to ensure changes are applied accurately and existing software continues to operate as intended.
- Ensure accurate tax basis is maintained for investments tracked in Eagle and accurate rules are applied as intended to exception situations.
- 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 and how to efficiently operationalize.
- Assist in executing various tax internal controls for investments.
- Reconcile deferred tax balances for securities investments, collaborating with the securities tax operations team.
- Assist in preparing wash sales analysis.
- Assist in maintaining tax planning strategies involving investments.
- Assist in analyzing exchange transactions to determine if taxable or non-taxable.
- Assist in analyzing tax cash flows on structured securities to achieve correct processing of tax amortization in Eagle.
- 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.
The Minimum Qualifications
- Undergraduate degree in Accounting/Finance or related field
- 6+ years of tax experience, preferably in public accounting or financial service environments.
The Ideal Qualifications
- 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.
- 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.
- Excellent written and verbal communication skills.
- General knowledge of corporate taxation to understand how investments fit into larger tax compliance, reporting and audit frameworks.
- Some experience with U.S. tax aspects of non-U.S. transactions, issues, and reporting (e.g. PFICs, CFCs, foreign partnerships, foreign disregarded entities, withholding taxes).
- Experience with large, multidisciplinary projects that impact tax (e.g., ERP implementations, tax co-sourcing engagements, finance transformations).
- Conversant in Financial and Accounting Systems, such as SAP.
- Ability to identify issues and recommend effective solutions.
- Extremely organized, detail-oriented, and demonstrated ability to effectively prioritize and multi-task in a continually evolving environment.
- Ability to utilize project management tools and best practices to organize and prioritize tasks.
- Proven ability to collaborate cross-functionally and influence outcomes.
- Exhibits intellectual curiosity to seek and broaden knowledge and understanding beyond the core responsibilities of the position.
What to Expect as Part of MassMutual and the Team
- Regular meetings with the Corporate Tax Department
- Focused one-on-one meetings with your manager
- Networking opportunities including access to Asian, Hispanic/Latinx, African American, women, LGBTQIA+, veteran and disability-focused Business Resource Groups
- Access to learning content on Degreed and other informational platforms
- Your ethics and integrity will be valued by a company with a strong and stable ethical business with industry leading pay and benefits
#LI-CR37
MassMutual is an equal employment opportunity employer. We welcome all persons to apply.
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.
Salary Range: $115,900-$152,100
MassMutual Compensation & Benefits Highlights
How does MassMutual ensure its pay and bonus plans are competitive?
MassMutual supports competitive compensation through salary and bonus opportunities, retirement contributions, pay transparency practices and a broad benefits package that adds value beyond base pay. The company also uses long-running pay equity reviews and employee feedback to evaluate whether rewards are supporting employees across roles and life stages.
- Competitive pay and bonus opportunities: MassMutual describes its total rewards approach as holistic and flexible, with competitive salaries and bonuses designed to support employees’ financial well-being. Employees also point to compensation as part of the value proposition, with one sales assistant citing “great benefits and lots of flexibility,” and another employee describing the company’s “good leadership and benefits.”
- Retirement and financial benefits: MassMutual provides a 401(k) benefit of up to 10% of eligible compensation, including a 5% company match and a 5% annual company contribution. The company also treats eligible student loan payments like 401(k) contributions for matching purposes and begins monthly retirement healthcare account contributions for employees starting at age 45.
- Pay transparency and pay equity: MassMutual posts salary ranges in most job postings and has used an independent HR risk management firm to conduct annual adjusted pay gap reviews for 17 years. That approach connects compensation competitiveness with equity and accountability across the employee experience.
- Benefits as part of total rewards: MassMutual’s compensation includes health, dental and mental health benefits, caregiver leave, parental leave, bereavement leave, paid volunteer time, flexible holidays and a Well-Being Wallet of up to $1,250 annually. A head of human resources said, “It’s not about industry standards — it’s about supporting all employees’ well-being in ways that are meaningful to them.”
- External signals:
- Benefits value: Employees on external review sites regularly highlight benefits as a strength, with reviews calling out “excellent benefits,” “great benefits” and a “great benefits package.” (Glassdoor; Indeed)
- Compensation and retention: Employees surveyed on external review sites rate MassMutual’s perks and benefits an A-, with 100% saying perks and benefits play a role in staying at the company. (Comparably)
- Financial stability: MassMutual reported more than $10 billion in insurance and annuity benefits paid in 2025 and total adjusted capital above $34 billion, reinforcing the company’s long-term financial foundation. (MassMutual 2025 Annual Report)
Bottom line: MassMutual supports competitive pay through salary and bonus opportunities, strong retirement contributions, pay transparency, recurring pay equity reviews and benefits designed to support employees’ financial, physical, mental and family well-being.
MassMutual Insights
Similar Jobs
Get Personalized Job Insights.
Our AI-powered fit analysis compares your resume with a job listing so you know if your skills & experience align.
Success! Refresh the page to see how your skills align with this role.
The Company
What We Do
Since 1851, MassMutual’s commitment has always been to help people protect their families, support their communities, and help one another. This is why we want to inspire people to Live Mutual. We’re people helping people. Together, we’re stronger.
Why Work With Us
MassMutual has the financial security and stability of a 170+ year old company, with the culture and energy of a startup. We work every day with the customer front of mind to build the best digital experience in the industry.
Gallery
MassMutual Teams
MassMutual Offices
Hybrid Workspace
Employees engage in a combination of remote and on-site work.
We believe in capitalizing on the best of being together in our offices as well as personal flexibility. Our workplace philosophy puts office collaboration first, combined with flexibility to work remotely.
Typical time on-site:
3 days a week
