Investment Tax Manager

Tax Manager Location: Boston, MA | Hybrid (3 Days Onsite) Compensation: $125,000–$150,000 Base + Bonus KBW Financial Staffing & Recruiting has partnered with a leading financial services organization in Boston, MA, in its search for an experienced Tax Manager. This is a high-visibility individual contributor opportunity focused on investment tax accounting, ASC 740 provisions, compliance, and process improvement. The ideal candidate will bring a strong technical tax background, experience within financial services or public accounting, and the ability to navigate complex investment structures while partnering with cross-functional teams. Key Responsibilities Manage investment tax provision processes under ASC 740, including deferred tax reconciliations, tax compliance, and financial reporting.Support tax accounting activities across multiple investment asset classes, including fixed income, partnerships, derivatives, and real estate.Research and resolve complex investment tax matters, providing technical guidance and recommendations.Identify and resolve data discrepancies within investment accounting systems to ensure accurate tax reporting.Partner with Tax, Finance, Legal, Investment Management, and external advisors on investment transactions and tax planning initiatives.Coordinate with external auditors on tax provision reviews, compliance matters, and supporting documentation.Identify opportunities to improve tax processes, strengthen internal controls, and enhance reporting accuracy.Support tax technology initiatives, system enhancements, and process automation.Provide technical guidance and mentorship to other tax professionals while supporting cross-functional initiatives. Qualifications 7+ years of progressive tax experience within public accounting, financial services, insurance, or asset management.5+ years of hands-on ASC 740 income tax provision experience required.Strong knowledge of corporate income tax accounting, deferred taxes, tax reconciliations, and compliance.Experience with investment taxation, including partnerships, fixed income, derivatives, or real estate.Big Four or national public accounting experience with exposure to complex technical tax matters preferred.Insurance, asset management, or other financial services industry experience strongly preferred.Experience with tax provision software, ERP systems, and tax technology platforms.Demonstrated ability to research technical tax matters, analyze complex data, and resolve discrepancies.Experience supporting process improvements, system implementations, or finance transformation initiatives preferred.Strong communication and relationship-building skills, with the ability to work independently and collaborate across departments.Bachelor's degree in Accounting, Finance, or a related field required.CPA, Enrolled Agent, or CPA certification in progress preferred. If you are interested in this opportunity, please email Dalton at drolli@kbwfinancial.com for immediate consideration. KBW789