Proactive Jobs in Usa

Investments Accounting Associate II - Securities

Investment Controllership

Full-Time

Boston, MA or Springfield, MA

About the Corporate Controller Organization:

The Controllers Organization is responsible for delivering on the foundation of credibility and control of the core financial information leveraged across Finance to communicate with leadership, key business partners and regulators on the enterprise’s actual results, forecast implications and strategic decision making.  This work considers legal entity structures, distribution channel, and product results as well as how these impact our capital optimization and operating liquidity.

We are a diverse group of professionals experienced in and responsible for accounting, financial reporting, tax, policy and controls, cash operations, corporate finance data and systems management as well as wealth management finance activities.  We are seeking engaging professionals with strong communication skills and deep intellectual curiosity to ensure the timely and efficient reporting of results. We not only perform the required activities. We are looked to as business partners who add value by challenging existing operating practices strengthening controls and highlighting trends and insights.

The Opportunity

This Investments Accounting Associate role is a newly created position that will be a key addition to our Investment Controllership team within the Controllers organization.  The position reports to the Director of Securities Accounting and Controllership and resides within the Financial Controllership team, a critical team within the Controllers Organization which aspires to be best in class financial stewards for MassMutual. We are forward-thinking and seek others who will leverage their curiosity and take initiative. Join us as a partner who will work collaboratively and with determination to leave the company in a better place than you found it. As an Accounting Associate in our Investments Accounting area, you will be a key contributor on the team that manages and executes investment accounting and analysis, including oversight of financial reporting outcomes of all MassMutual investment products. This is an opportunity for an individual who thrives in a highly dynamic and agile accounting environment to collaborate across teams focused on solid execution and improving outcomes.  We are seeking an accounting professional who wants to join a highly motivated team of professionals focused on proactively driving the development and execution of process improvements, meaningful analysis and improved coordination with the business partners for Investment activities.

The Team

As a member of the Financial Controllership Team, the incumbent will be involved in shaping the future of the organization, supporting both the on-going growth and analysis within the Investment Controllership team and other key initiatives.

The Impact:

• Thrives in a complex corporate structure and adapts to changing circumstances.

• Plays a key role in a collaborative and inclusive culture by working closely with Investment Management.

• Actively participate in the implementation of the Company’s new ledger and other key projects.

• Collaborate with various areas of the business executing appropriate remediation.

• Performs or reviews reconciliations of investment data for ledger tie outs. Reviews periodic journal entries.

• Participates in creating or reviewing and analyzing monthly financial analysis reports.

• Collaborate with internal teams to resolve items and address investment-related issues.

• Responsible for ongoing activities as part of the monthly, quarterly, and annual close cycles.

• Analyze financial reports and investment data for trends and impacts to investment values and P&L activity.

• Support annual regulatory financial statement audit requests.

• Participating in problem solving to improve quality, cycle times, and increase efficiencies.

• Makes recommendations to continuously improve the overall control environment of the Securities team.

• Participate in the research and implementation of new statutory and GAAP investment accounting.

The Minimum Qualifications

• Bachelor’s degree in Accounting, Finance or related major

• At least 4 years of accounting or finance experience in a corporate environment

• Knowledge of GAAP and STAT accounting

The Ideal Qualifications

• CPA or CFA progress towards preferred

• Knowledge and experience of investments

• Prior exposure to investments, investment accounting, subsidiary ledger processing and related investment matters a plus!

• Strong analytical skills: ability to analyze financial data sets and tell the story of the data.

• Experience in identifying internal control issues and remediation efforts

• Able to build and maintain strong working relationships across cross-functional groups

• Excellent verbal and written communication skills with the ability to express ideas and articulate in an organized and persuasive manner

• Ability to partner with business leaders and peers in investment process redesign and improvements

• Intellectual curiosity to continue learning and adding breadth and depth to understanding

What to Expect as Part of MassMutual and the Team

• Regular meetings with the Financial Controllership Team 
• 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

Investment Tax Manager - Provisions

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 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

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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

POSITION SUMMARY/RESPONSIBILITIES

The nurse case manager coordinates, in collaboration with the patient and interdisciplinary team, the treatment/ plan of care for a patient within the acute episode of care. He/she proactively facilitates interventions to assure timely delivery of services, evaluates the effectiveness of interventions, tracks variances and/or barriers in the plan of care, and functions as the patient advocate to identify and communicate health care needs.

EDUCATION/EXPERIENCE

Bachelor's degree in Nursing is highly preferred. Three to five years nursing experience required. Work experience in case management, utilization review or hospital quality is preferred.

LICENSURE/ CERTIFICATIONS

Current licensure as a Registered Nurse with the Texas State Board of Nurse Examiners is required. An approved case management certification (ACM, CCM or ANCC) is preferred. Current American Heart Association, Basic Cardiac Life Support and/or Health Care Provider card preferred.

POSITION SUMMARY/RESPONSIBILITIES

The nurse case manager coordinates, in collaboration with the patient and interdisciplinary team, the treatment/ plan of care for a patient within the acute episode of care. He/she proactively facilitates interventions to assure timely delivery of services, evaluates the effectiveness of interventions, tracks variances and/or barriers in the plan of care, and functions as the patient advocate to identify and communicate health care needs.

EDUCATION/EXPERIENCE

Bachelor's degree in Nursing is highly preferred. Three to five years nursing experience required. Work experience in case management, utilization review or hospital quality is preferred.

LICENSURE/ CERTIFICATIONS

Current licensure as a Registered Nurse with the Texas State Board of Nurse Examiners is required. An approved case management certification (ACM, CCM or ANCC) is preferred. Current American Heart Association, Basic Cardiac Life Support and/or Health Care Provider card preferred.

POSITION SUMMARY/RESPONSIBILITIES

The nurse case manager coordinates, in collaboration with the patient and interdisciplinary team, the treatment/ plan of care for a patient within the acute episode of care. He/she proactively facilitates interventions to assure timely delivery of services, evaluates the effectiveness of interventions, tracks variances and/or barriers in the plan of care, and functions as the patient advocate to identify and communicate health care needs.

EDUCATION/EXPERIENCE

Bachelor's degree in Nursing is highly preferred. Three to five years nursing experience required. Work experience in case management, utilization review or hospital quality is preferred.

LICENSURE/ CERTIFICATIONS

Current licensure as a Registered Nurse with the Texas State Board of Nurse Examiners is required. An approved case management certification (ACM, CCM or ANCC) is preferred. Current American Heart Association, Basic Cardiac Life Support and/or Health Care Provider card preferred.

POSITION SUMMARY/RESPONSIBILITIES

The nurse case manager coordinates, in collaboration with the patient and interdisciplinary team, the treatment/ plan of care for a patient within the acute episode of care. He/she proactively facilitates interventions to assure timely delivery of services, evaluates the effectiveness of interventions, tracks variances and/or barriers in the plan of care, and functions as the patient advocate to identify and communicate health care needs.

EDUCATION/EXPERIENCE

Bachelor's degree in Nursing is highly preferred. Three to five years nursing experience required. Work experience in case management, utilization review or hospital quality is preferred.

LICENSURE/ CERTIFICATIONS

Current licensure as a Registered Nurse with the Texas State Board of Nurse Examiners is required. An approved case management certification (ACM, CCM or ANCC) is preferred. Current American Heart Association, Basic Cardiac Life Support and/or Health Care Provider card preferred.

POSITION SUMMARY/RESPONSIBILITIES

The nurse case manager coordinates, in collaboration with the patient and interdisciplinary team, the treatment/ plan of care for a patient within the acute episode of care. He/she proactively facilitates interventions to assure timely delivery of services, evaluates the effectiveness of interventions, tracks variances and/or barriers in the plan of care, and functions as the patient advocate to identify and communicate health care needs.

EDUCATION/EXPERIENCE

Bachelor's degree in Nursing is highly preferred. Three to five years nursing experience required. Work experience in case management, utilization review or hospital quality is preferred.

LICENSURE/ CERTIFICATIONS

Current licensure as a Registered Nurse with the Texas State Board of Nurse Examiners is required. An approved case management certification (ACM, CCM or ANCC) is preferred. Current American Heart Association, Basic Cardiac Life Support and/or Health Care Provider card preferred.

POSITION SUMMARY/RESPONSIBILITIES

The nurse case manager coordinates, in collaboration with the patient and interdisciplinary team, the treatment/ plan of care for a patient within the acute episode of care. He/she proactively facilitates interventions to assure timely delivery of services, evaluates the effectiveness of interventions, tracks variances and/or barriers in the plan of care, and functions as the patient advocate to identify and communicate health care needs.

EDUCATION/EXPERIENCE

Bachelor's degree in Nursing is highly preferred. Three to five years nursing experience required. Work experience in case management, utilization review or hospital quality is preferred.

LICENSURE/ CERTIFICATIONS

Current licensure as a Registered Nurse with the Texas State Board of Nurse Examiners is required. An approved case management certification (ACM, CCM or ANCC) is preferred. Current American Heart Association, Basic Cardiac Life Support and/or Health Care Provider card preferred.

POSITION SUMMARY/RESPONSIBILITIES

The nurse case manager coordinates, in collaboration with the patient and interdisciplinary team, the treatment/ plan of care for a patient within the acute episode of care. He/she proactively facilitates interventions to assure timely delivery of services, evaluates the effectiveness of interventions, tracks variances and/or barriers in the plan of care, and functions as the patient advocate to identify and communicate health care needs.

EDUCATION/EXPERIENCE

Bachelor's degree in Nursing is highly preferred. Three to five years nursing experience required. Work experience in case management, utilization review or hospital quality is preferred.

LICENSURE/ CERTIFICATIONS

Current licensure as a Registered Nurse with the Texas State Board of Nurse Examiners is required. An approved case management certification (ACM, CCM or ANCC) is preferred. Current American Heart Association, Basic Cardiac Life Support and/or Health Care Provider card preferred.

POSITION SUMMARY/RESPONSIBILITIES

The nurse case manager coordinates, in collaboration with the patient and interdisciplinary team, the treatment/ plan of care for a patient within the acute episode of care. He/she proactively facilitates interventions to assure timely delivery of services, evaluates the effectiveness of interventions, tracks variances and/or barriers in the plan of care, and functions as the patient advocate to identify and communicate health care needs.

EDUCATION/EXPERIENCE

Bachelor's degree in Nursing is highly preferred. Three to five years nursing experience required. Work experience in case management, utilization review or hospital quality is preferred.

LICENSURE/ CERTIFICATIONS

Current licensure as a Registered Nurse with the Texas State Board of Nurse Examiners is required. An approved case management certification (ACM, CCM or ANCC) is preferred. Current American Heart Association, Basic Cardiac Life Support and/or Health Care Provider card preferred.