Sales Jobs in Bloomfield, CT
79 positions found — Page 3
Insurance Sales Specialist
Take Control of Your Career Today
We are looking for motivated, disciplined and goal-driven individuals to join our high-performing insurance sales team! Whether you’re an experienced sales professional or looking for a rewarding career change, we provide everything you need to succeed—leads, training, mentorship, and an unmatched commission structure.
Why Join Us?
No Cold Calling – Leverage our unique platform that targets qualified candidates seeking our diverse life insurance products, allowing you to focus more on client interactions and less on lead hunting.
Flexible Schedule – Work remotely, in person, or a combination of both. You decide!
Unlimited Earning Potential – Competitive compensation with the most attractive commission and bonus structure in the industry and residual income on renewals.
Comprehensive Training – We provide the tools, scripts, and mentorship to help you close deals quickly as well as a supportive team environment with access to seasoned mentors.
Career Growth – Advancement opportunities based on performance, not tenure.
What You’ll Do:
Get Licensed!- Must have or be willing to obtain a life insurance license (we provide guidance and support to help you get licensed).
Meet with Clients – Perform comprehensive needs assessments to understand clients' financial goals and insurance needs, presenting and explaining life insurance options to help clients make informed decisions.
Present Tailored Solutions – Deliver captivating sales presentations to individuals and groups, showcasing the benefits and features of our life insurance products.
Close Sales & Earn Big – Guide clients through the application process and celebrate each win!
Build Long-Term Relationships – Cultivate and maintain long-term relationships with clients, offering continuous support and service. Conduct regular follow-ups to ensure customer satisfaction and policy retention.
Stay Informed – Stay up to date on industry trends, competitive products, and market conditions. Utilize this knowledge to position our life insurance products effectively and provide clients with pertinent information.
What You Need to Succeed:
Strong communication and persuasive sales skills
Self-motivated and goal-oriented mindset
Ability to work independently and manage your own schedule
No experience required – we’ll help you get licensed if you’re not already!
Valid driver’s license & reliable transportation (for in-person meetings)
Compensation & Perks:
High commission structure with monthly bonuses
Residual income paid annually on policy renewals
Comprehensive training and continuous professional development.
Fast-track promotion opportunities
Position: Salesforce Developer
Location: Hartford CT, USA (Hybrid)
Duration: Long Term Contract
Experience Required
- 6+ years relevant experience in working on various salesforce engagements as Salesforce Developer.
- Good exposure on Aura framework, Lightning Experience, Lightning app builder, Lightning component framework, LWC.
- Good exposure on core apex, triggers, flows, & hands-on experience in complex Integrations (REST/SOAP), etc.
- Experience in data migration using Import wizard, Apex Data Loader.
- Required 3-5 years of experience with Programming languages APEX, Core Java, Java Script.
- Experience in implementing Salesforce Agentforce in larger engagement.
- Collaborate and interact with stakeholders to establish-client business needs and develop the code.
- Experience in application development and integration using different design patterns
- Functional understanding of different cloud products like Sales, Service, Community, etc.
- Preferrable Preferred experience working with GitHub, RTC, automation tools.
- Preferred experience IVR Technologies like AYAYA, CISCO, Chatbot etc.
- PD1 Certification is must.
Job Description:
Position Details:- Monday - Friday position with flexibility in schedule to meet the needs of the department
- Pay ranges between $105,000 - $120,000 with a 30% bonus potential
- Competitive pay and benefits, including Day 1 Health & Wellness Benefits, Employee Stock Purchase Plan, 401K Employer Matching, Education Assistance, Paid Time Off, and much more
- Growth opportunities performing essential work to support America’s food distribution system
- Safe and inclusive working environment, including culture of rewards, recognition, and respect
Manages and coordinates the operational and maintenance activities of the Operating Company's (OpCo) truck fleet. Functions as a team member within the department and organization, as required, and performs any duty assigned to best serve the company.
Responsibilities may include, but not limited to:
- Oversees the operations of the mechanic shop assuring all mechanical maintenance and repairs are performed properly and in the most efficient and economical manner possible.
- Plans, organizes, directs, supervises and evaluates the activities, programs and operations, determines and establishes priorities.
- Conducts utilization studies and evaluates the condition of the fleet on an ongoing basis; makes recommendations on the size and composition of the fleet and establishment of replacement criteria.
- Ensures that all safety regulations are followed.
- Manages, mentors and leads others in the performance of their duties in accordance with applicable laws and within company policy and procedures.
- Maintains and keeps all equipment in good working condition.
- Diagnoses, rebuilds and repairs trucks, trailers and other equipment.
- Ensures that inspections and preventive maintenance are conducted.
- Prepares and maintains records and reports.
- Maintains a clean shop.
- Develops interpersonal relationships which encourage openness, candor and trust, both internally and externally.
- Other duties as assigned.
#LI - JG2
Qualifications:
High School Diploma or Equivalent4-6 Years of Experience with fleet equipment maintenance.
Team lead or supervisory experience with Department of Transportation (DOT) regulations knowledge.
Company description
Performance Foodservice, PFG’s broadline distributor, maintains a unique relationship with a variety of local customers, including independent restaurants and hotels, healthcare facilities, schools, and quick-service eateries. A team of sales reps, chefs, consultants, and other experts builds close relationships with customers — providing advice on improving operations, menu development, product selection, and operational strategies. The Performance team delivers delicious food but also goes above and beyond to help independent restaurant owners achieve their dreams.
Awards and Accolades
Performance Food Group and/or its subsidiaries (individually or collectively, the "Company") provides equal employment opportunity (EEO) to all applicants and employees, regardless of race, color, national origin, sex, marital status, pregnancy, sexual orientation, gender identity, religion, age, disability, genetic information, veteran status, and any other characteristic protected by applicable local, state and federal laws and regulations. Please click on the following links to review: (1) our EEO Policy; (2) the "EEO is the Law" poster and supplement; and (3) the Pay Transparency Policy Statement.
Job Title: Wordings Manager - Specialty Risks
Division: Specialty Risks
Reports To: As per Beazley's organisation chart
Key Relationships: Business Management, Specialty Risks Underwriters, Compliance, Innovation and Product Development and all other relevant stakeholders
Job Summary: Provide underwriting and wordings support to assigned Specialty Risks teams or focus groups and general support across Specialty Risks and other Beazley trading teams as necessary.
FLSA Status: Exempt
Key Responsibilities:
Wordings:
* Primary focus is on drafting policy wordings and endorsements to support business/underwriting objectives of the assigned Specialty Risks team/focus group.
* Assist the focus groups in addressing coverage issues raised in the underwriting and negotiation process to assist in successful closing of business opportunities.
* Assist the focus groups in achieving sales and service goals by providing high quality and timely response to queries raised.
* Providing support on underwriting, product development, and coverage issues.
* If qualified, review confidentiality agreements and warranty statements as needed for US/UK/RoW Specialty Risks Underwriters in order to engage in the underwriting process.
* Assist Specialty Risks underwriters in addressing bespoke coverage requests; requires interaction with Brokers, Insureds, other key external stakeholders (i.e. insured counsel).
* Managing the NDA process and manage and train wordings analysts work with NDAs.
* Managing the Endorsement process in the US and RoW.
* Manage the US, UK and RoW Product Development and Product Delivery process which includes: product development, drafting, addressing questions and objections from state departments of insurance when necessary for US platform products.
* Manage the US admitted filings and supporting the filing process for wordings and endorsements.
* Coordinate projects and work collaboratively with other key stakeholders internally, including but not limited to Compliance, Claims, Conduct Risk, UW Controls and Operations, Specialty Risks, Marketing and IT.
* Monitor competitive landscapes for the continuous improvement or wordings and underwriting controls.
* Participate in Team/Focus Group Business Planning, Away Days, Broker/Client meetings and other Marketing events, as required and appropriate.
* Provide assistance with additional projects and/or legal services (if qualified) for Business Management, Specialty Risks or other Beazley teams, as needed.
* Monitor claims developments and impact of wording on claims.
General
It is important that within all your interactions both internally and externally you adhere to Beazley's core values - Being Bold, Striving for Better, and Doing the Right Thing - as they contribute to an internal environment of teamwork and promote a positive brand image and experience to our external customers. We also expect Beazley employees to:
* Comply with Beazley procedures, policies and regulations including the code of conduct which incorporates the PRA and FCA Conduct.
* Undertake training on Beazley policies and procedures as delivered by your line manager, the Culture & People or assurance teams (compliance, risk, internal audit) either directly, via e-learning or the learning management system.
* Display business ethics that uphold the interests of all our customers.
* Ensure all interactions with customers are focused on delivering a fair outcome, including having the right products for their needs.
* Comply with any specific responsibilities necessary for your role as outlined by your line manager, the Culture & People or assurance teams (compliance, risk, internal audit) and ensure you keep up to date with developments in these areas. This may include, amongst others, Beazley's underwriting control standards, Beazley's claims control standards, other Beazley standards and customer relationship management.
* Carry out additional responsibilities as individually notified, either through your objectives or through the learning management system. These may include membership of any Beazley committees or working groups.
Personal Specification:
Education & Qualifications
* Undergraduate degree or Law degree preferred
Skills & Abilities
* Organized and detailed oriented
* Computer skills - good working knowledge of MS office
* Ability to communicate effectively with others, both verbally and in writing
* Self-motivated team worker who is also able to work on own initiative
* Proven ability to manage time, meet deadlines, and prioritise
* Able to maintain standards and professionalism during periods of fluctuating workloads
Essential Criteria
* Relevant professional level experience required
* Insurance-related experience preferred
* Strong client service skills required
Aptitude & Disposition
* Task-focused, self-motivated and flexible
* Consistently professional approach
* Able to successfully interact with managers/underwriters/colleagues/external suppliers
* Positive, enthusiastic and service oriented
Competencies
* Achievement orientation
* Analytical thinking
* Information seeking
* Customer focus
* Team working
* Initiative
* Problem solving
* Detail oriented
Who We Are:
Beazley is a specialist insurance company with over 30 years' experience helping people, communities and businesses to manage risk all around the world. Our mission is to inspire our clients and people with the confidence and freedom to explore, create and build - to enable businesses to thrive. Our clients want to live and work freely and fully, knowing they are benefitting from the most advanced thinking in the insurance market. Our goal is to become the highest performing sustainable specialist insurer.
Our products are wide ranging, from cyber & tech insurance to marine, healthcare, financial institutions and contingency; covering risks such as the weather, film production or protection from deadly weapons.
Our Culture
We have a wonderful mix of cultures, experiences, and backgrounds at Beazley with over 2,000 of us working around the world. Employee's diversity, experience and passion allow us to keep innovating and moving forward, delivering the best. We are proud of our family-feel culture at Beazley that empowers our staff to work from when and where they want, in an adult environment that is big on collaboration, diversity of thought and personal accountability. Our three core values inspire the way we work and how we treat our people and customers.
- Be bold
- Strive for better
- Do the right thing
Upholding these values every day has enabled us to become an innovative and responsive organization in touch with the changing world around us - our ambitious inclusion & diversity and sustainability targets are testament to this.
We are a flexible and innovative employer offering a friendly, collaborative, and inclusive working environment. We actively encourage and expect applications from all backgrounds. Our commitment to fostering a supportive and dynamic workplace ensures that every employee can thrive and contribute to our collective success.
Explore a variety of networks to assist with professional and/or personal development. Our Employee Networks include:
- Beazley RACE - Including, understanding and celebrating People of Colour
- Beazley SHE - Successful, High potential, Empowered women in insurance
- Beazley Proud - Our global LGBTQ+ community
- Beazley Wellbeing - Supporting employees with their mental wellbeing
- Beazley Families - Supporting families and parents-to-be
We encourage internal career progression at Beazley, giving you all the tools you need to drive your own career here, such as:
- Internal Pathways (helping you grow into an underwriting role)
- iLearn (our own learning & development platform)
- LinkedIn Learning
- Mentorship program
- External qualification sponsorship
- Continuing education and tuition reimbursement
- Secondment assignments
The Rewards
- The opportunity to connect and build long-lasting professional relationships while advancing your career with a growing, dynamic organization
- Attractive base compensation and discretionary performance related bonus
- Competitively priced medical, dental and vision insurance
- Company paid life, and short- and long-term disability insurance
- 401(k) plan with 5% company match and immediate vesting
- 22 days PTO (prorated for 1st calendar year of employment), 11 paid holidays per year, with the ability to flex the religious bank holidays to suit your religious beliefs
- Up to $700 reimbursement for home office setup
- Free in-office lunch, travel reimbursement for travel to office, and monthly lifestyle allowance
- Up to 26 weeks of fully paid parental leave
- Up to 2.5 days paid annually for volunteering at a charity of your choice
- Flexible working policy, trusting our employees to do what works best for them and their teams
Salary for this role will be tailored to the successful individual's location and experience. The expected compensation range for this position is $100,000-110,000 per year plus discretionary annual bonus.
Don't meet all the requirements? At Beazley we're committed to building a diverse, inclusive, and authentic workplace. If you're excited about this role but your experience doesn't perfectly align with every requirement and qualification in the job specification, we encourage you to apply anyway. You might just be the right candidate for this, or one of our other roles.
Shaw Search Partners is proud to partner with a luxury retail jewelry organization to identify a Director of Human Resources. The Director of HR will be responsible for leading and executing all aspects of the Human Resources for this multi-location luxury retail jewelry org. This highly hands-on role is responsible for managing all day-to-day HR operations while also providing strategic guidance to leadership. The Director of HR is a trusted advisor to executives and store leadership and plays a critical role in shaping culture, ensuring compliance, supporting employees, and driving performance in a service-focused, luxury retail environment. The HR Director also plays a key role in improving HR systems, workflows, and operational processes, with a focus on reducing manual effort, increasing efficiency, and improving the overall employee and manager experience.
Responsibilities
HR Leadership & Operations
• Develop, implement, and independently manage HR strategies, policies, and programs that support business objectives and reinforce the company’s luxury retail culture.
• Serve as an advisor to leadership on workforce planning, organizational development, and employee engagement. Provide communication support for company-wide announcements
• Partner with store leaders to ensure consistent and effective HR practices across Connecticut and Massachusetts locations.
Recruiting
• Manage full-cycle recruiting for corporate and retail positions, including sourcing, interviewing, selection, and job offers.
• Identify recruiting strategies and sources to attract high-quality candidates aligned with brand standards and customer service excellence.
• Ensure recruiting and hiring practices comply with applicable Connecticut and Massachusetts employment regulations.
Employee Relations, Coaching & Counseling
• Handle all employee relations matters directly, including coaching, counseling, conflict resolution, disciplinary action, exit interviews, and terminations.
• Conduct workplace investigations and ensure consistent, fair, and legally compliant outcomes.
• Provide day-to-day guidance to managers on employee performance, attendance, conduct, and workplace issues.
• Run the corporate Associate Activities Committee to plan and implement quarterly get togethers to build morale and camaraderie in the office.
• Serve as the primary liaison for the administration of the Educational Assistance Program including approvals and reimbursements.
Performance Management
• Administer the performance management process, including evaluations, feedback, documentation, and development planning.
• Coach and advise managers on delivering feedback, managing performance issues, and taking corrective action when needed.
• Support training & development efforts partnering with the Sales Training Manager.
• Work with the CFO on merit increasing planning and communication in conjunction with the performance review process.
• Partner with leadership team on identifying external providers for executive coaching when necessary.
Benefits & HR Administration
• Administer all insured benefits programs, including medical, dental, vision, life, disability, HSA, COBRA, and Fidelity retirement plan in conjunction with the CFO.
• Serve as the primary liaison with benefits brokers, insurance carriers, and vendors.
• Manage open enrollment, benefits communications, wellness initiatives, and employee questions throughout the year.
• Maintain accurate HR records, personnel files, and confidential employee data.
• Handle the leave of absence process working with third party leave administrator and calculate leave pay when CT and MA Paid Leave is being utilized.
Compliance & Employment Law
• Ensure compliance with all applicable federal, Connecticut, and Massachusetts employment laws and regulations.
• Maintain and update employee handbook, policies, and procedures to reflect multi-state requirements.
• Provide practical, compliant guidance to leadership on wage and hour, leave administration, and employee relations matters.
• Manage workers’ compensation claims, including reporting, follow-up, and coordination with carriers. Secretary for the company Safety Committee and primary liaison with external guard service.
• Handle unemployment claims for Connecticut and Massachusetts, including responses, hearings, and documentation.
Payroll Administration
• Administer HR-related payroll changes, including employee rate changes, position changes, status updates, and approved deductions.
• Handle all benefit, garnishment, and deduction updates to ensure accuracy.
• Oversee year-end vacation/sick accrual adjustments and ensure accurate carryover and balances. • Partner with payroll administrator/CFO to handle employee payroll questions related to pay rates, deductions, accruals, and corrections.
• Identify, propose, and implement technology applications to streamline onboarding process for payroll and benefits enrollment.
Qualifications
• Bachelor’s degree in Human Resources, Business Administration, or related field required;
• 7–10 years of progressive HR experience; retail or luxury brand experience strongly preferred.
• Experience managing HR responsibilities in a multi-state environment (CT/MA preferred).
• Strong working knowledge of employment law, benefits administration, employee relations, and performance management.
• Proven ability to coach leaders and employees at all levels.
• Excellent interpersonal, communication, and problem-solving skills.
• Demonstrated experience improving HR processes or leading operational change in a hands-on environment.
• Comfortable working in environments where processes are evolving and structure needs to be built.
Division Manager – Progressive Stamping Manufacturing
Position Overview
We are seeking an experienced Division Manager with a strong background in Progressive Stamping and Progressive Dies to lead operations, drive profitability, and support strategic growth initiatives. This role carries full P&L responsibility and oversees production, quality, delivery, and operational performance.
This is a leadership opportunity for a manufacturing professional with proven experience in Lean Manufacturing, operations management, and team leadership.
Key Responsibilities
- Lead and develop divisional staff to ensure performance, safety, and professional growth
- Oversee full divisional Profit & Loss (P&L) responsibility
- Drive performance in quality, on-time delivery, inventory turns, cost control, and profitability
- Communicate company strategy and operational targets across teams
- Manage hiring, performance evaluations, compensation changes, and workforce planning
- Lead capital planning and operational budgeting
- Implement and drive Lean Manufacturing initiatives to improve quality, cost, and delivery
- Partner cross-functionally with Customer Service, Estimating, Production Control, and Finance
- Support profitable sales and marketing programs through operational excellence
Required Qualifications
- Direct experience with Progressive Stamping and Progressive Dies (required)
- Strong background in manufacturing leadership / plant management / operations management
- Demonstrated success managing teams in a production environment
- Experience with Lean Manufacturing, continuous improvement, and process optimization
- Proven ability to recruit, train, and develop high-performing teams
- Strong project management and prioritization skills
- Analytical and data-driven decision-making ability
- Bachelor’s degree in Engineering, Business, or related field preferred (or equivalent experience)
- Results-driven with strong business acumen
- Ability to balance operational efficiency with long-term growth initiatives
Job Title: Product Owner
Location: Hartford, CT
Duration: Long term contract
Company Profile: VLink, founded in 2006, is a leading global provider of software engineering services with next-gen technologies and best-in-class talent. Our Headquarters are in the U.S, and we have offices in 7+ countries from North America-Europe to APAC, with expansion plans in the Middle East. With over 1,000 employees working globally, VLink has helped SMBs, and large enterprises achieve their business goals, and gained the trust of Fortune-250 companies. VLink is ‘Great Place to Work? Certified™' and has been a consistent winner as- Best Places to Work in CT. Trust, collaboration, and accountability are the three elements that are at the core of VLink’s work culture. We value our professionals, providing comprehensive benefits and the opportunity for growth.
Required:
- Education: Bachelor’s degree in computer science, Information Technology, or a related field, or equivalent work experience
- 5+ years’ experience in product management function
- 5+ years required experience in software product management, with demonstrated success shipping software through multiple releases managing the entire lifecycle from discovery to launch in an agile environment
- 3+ years of experience working with agent/sales enablement platforms or similar internal-facing tools that support sales or customer service teams. (AA: things like sales & enrollment tools, CRMs
- Ability to work east cost hours
- 3+ years of experience working with an agile team in Scrum
Preferred:
- Experience with health insurance, Medicare
- Proficiency in Agile methodologies (Scrum, Kanban, SAFe, etc.) and product/project management tools (e.g., JIRA, Confluence, Lucid Charts, Miro, etc.).
- Communication and Organizational Skills: Excellent verbal and written communication skills, with a strong ability to organize and manage tasks effectively.
- Strong Software Development Knowledge – Understand coding, software architecture, and development processes and ability to adapt to current technologies
- Leadership: Proven ability to lead cross-functional teams, manage multiple stakeholders, and influence decision-making processes.
Employment Practices:
EEO, ADA, FMLA Compliant
VLink is an equal opportunity employer committed to fostering an inclusive environment where diversity is celebrated. All qualified applicants will be considered for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or veteran status. Employment is contingent upon successful completion of a background check. Applicant information will be handled in accordance with VLink's privacy policy.
Warm Regards,
Satpreet Singh
Successful candidates will guide clients through the selection/order process and build/maintain a happy client base.
We Offer: Training and ground floor opportunity for advancement.
Base wage app.
$400-500 weekly to get started.
$125-700 per unit bonus Ability to earn Financing bonus Factory Spiffs up to $250 per unit Medical/Dental/Life Insurance 401K Profit sharing plan Paid Vacation 5 day work week Convenient Highway location Large Advertising budget Email resume "affirmative action
- equal opportunity employer" Stable successful employment history Computer literacy College Graduate preferred Italian language ability helpful not required Ability to network and assist sophisticated clientele Positive, enthusiastic attitude Able to motivate and persuade potential clients to action.
Empire Today is looking for a Sales Manager to join our fast-paced, growth-oriented team. The Sales Manager is responsible for overseeing, coaching, and driving their team to achieve their sales goals and beyond.
We offer:
- Health Benefits with quick enrollment - medical, dental, and vision.
- Paid Time Off & Holiday Pay.
- Incentive Program.
- Wellness Program.
- Professional Development & Career Advancement Opportunities.
- Lots of perks.
Compensation: $85,000/year
Responsibilities:
- Manage all aspects of the market’s sales functions, including the cadence of sales activities and meetings.
- Mentor, coach, and develop sales consultants, providing daily and weekly motivation to help them close orders and improve customer experience.
- Conduct multiple weekly in-field ride-along assessments with sales consultants to help improve their performance.
- Provide leadership and daily management of Assistant Sales Managers, Sales Support Teams, and Sales Consultants.
- Manage recruitment, onboarding, education, and performance growth of sales team.
- Maintain expert-level knowledge of the in-home sales process by conducting a minimum of two live sales appointments per month.
Qualifications:
- 3-5 years’ experience managing a sales team.
- 3-5 years’ experience in a high-volume, in-home sales environment.
- Experience as a sales trainer or coach.
- Demonstrated ability to improve team performance through recruiting, retention, and education.
- Proficient in computer skills and fluency in MS Office (MS Word, Excel, Power Point, and Outlook).
- Reliable transportation, valid driver’s license, and verifiable auto insurance required.
Why Empire Today?
We empower our employees to strive for their unique goals. Within such an inclusive company with unlimited growth opportunities, how far you go is up to you.
We take care of our people. We start investing in you from day one. The perks and benefits we offer help you live well, both at work and at home.
We have an unmatched company culture. We’ve won multiple awards for employee and customer satisfaction, and we believe it all comes down to our culture of teamwork, creativity, and growth.
We’re one of the nation’s most recognizable brands. You’ll enjoy the stability that comes with a national company and a sense of pride when you’re a part of our team.
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Investment Tax Accountant - Special Projects & Strategic Initiatives
Investment Taxes, Corporate Tax Department
Full-Time
Boston MA, New York NY, 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
#LI-MM1
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.