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The Role
The Investment Tax Manager oversees tax provision, compliance, and operations for investment assets, providing technical guidance, identifying issues, and mentoring team members while driving process improvements.
Summary Generated by Built In
Investment Tax Manager
Corporate Tax Department
Full Time
Boston, MA or New York, NY
This is an individual contributor role
The Opportunity
The Investment Manager - Provisions will partner 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. The Investment Tax Manager will have the opportunity to develop leadership capabilities and drive meaningful process improvements. The role requires strong tax technical skills combined with operational excellence and the ability to execute in a fast-paced, complex environment.
The Team
As an Investment Tax Manager - Provisions, you will be a member of the Investment Tax team within the Corporate Tax Department, part of our 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.
The Impact
The Minimum Qualifications
The Ideal Qualifications
What to Expect as Part of 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
Corporate Tax Department
Full Time
Boston, MA or New York, NY
This is an individual contributor role
The Opportunity
The Investment Manager - Provisions will partner 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. The Investment Tax Manager will have the opportunity to develop leadership capabilities and drive meaningful process improvements. The role requires strong tax technical skills combined with operational excellence and the ability to execute in a fast-paced, complex environment.
The Team
As an Investment Tax Manager - Provisions, you will be a member of the Investment Tax team within the Corporate Tax Department, part of our 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.
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
- Provide technical tax guidance to team members on investment taxation matters, researching and resolving moderately complex technical issues independently
- Identify and 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
- Support ad hoc 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
- Identify process 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 or certification in process or Enrolled Agent
- Bachelor's Degree
- 7+ years of tax experience from public accounting or financial services
- 5+ years of Income tax (ASC740) provision experience
The Ideal Qualifications
- 10+ years of tax experience with demonstrated career 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 to identify data issues and develop solutions
- Demonstrated ability to manage multiple priorities and deliver results under tight deadlines
- Project management experience or certification
- Track record of 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 communication skills with ability to explain complex tax concepts to non-tax audiences
- Review your work and that of others for quality, accuracy and 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, 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
Skills Required
- CPA certification
- Undergraduate degree in Accounting/Finance or related field
- 7+ years of tax experience from public accounting or financial services
- 5+ years of Income tax (ASC740) provision experience
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.
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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.
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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
