Job Description
Job DescriptionLHH is working on behalf of our fantastic client in Boston, Massachusetts who has an immediate Investment Accounting Tax Manager staffing need. This role is hybrid 3/2 with 2 specific days in office. The ideal candidate will have a mixed skillset of technical tax, accounting, and system proficiency, experience navigating large data sets, excellent communication skills, and the ability to partner effectively.
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.
KNOWLEDGE, SKILLS AND ABILITIES
Minimum requirements:
- Undergraduate degree in Accounting/Finance or related field
- 6+ years of tax experience, preferably in public accounting or financial service environments.
Preferred requirements:
- 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.
Salary $110K-$140K DOE
Please email your resume to doris.meinelt@lhh.com for consideration
Pay Details: $110,000.00 to $140,000.00 per year
Search managed by: Doris Meinelt
Equal Opportunity Employer/Veterans/Disabled
Military connected talent encouraged to apply
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The Company will consider qualified applicants with arrest and conviction records in accordance with federal, state, and local laws and/or security clearance requirements, including, as applicable:
- The California Fair Chance Act
- Los Angeles City Fair Chance Ordinance
- Los Angeles County Fair Chance Ordinance for Employers
- San Francisco Fair Chance Ordinance
Massachusetts Candidates Only: It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability.