Investment Tax Manager - ASC 740

Kforce Inc; New York (NY); Hybrid; USD 140,000 - 210,000; Full time

Benefits offered by this job

Medical insurance

Dental insurance

Vision insurance

HSA

FSA

401(k)

Life insurance

Disability insurance

PTO

Job summary

Kforce Inc. is seeking an experienced Investment Tax Manager to lead tax provision, compliance, and investment-related tax activities across a diversified portfolio. The role combines technical expertise, leadership, and process improvement in a collaborative environment.

Hybrid work arrangement with three onsite days per week in New York City. The ideal candidate has a Bachelor's degree with CPA in progress, and a background in Big 4 or complex tax advisory environments, with exposure to

Qualifications

• Bachelor's degree required; CPA or in progress preferred.
• Background in Big 4 or complex tax advisory environments.
• Experience in insurance or asset management with exposure to investment taxation.
• Strong knowledge of tax provision (ASC 740) and compliance processes.
• Experience with tax technology and ERP systems.
• Strong analytical, problem-solving, and project management skills.

Responsibilities

• Lead day-to-day tax provision (ASC 740), compliance, and deferred tax processes across multiple asset classes.
• Provide technical tax guidance and resolve complex investment taxation issues.
• Identify and remediate data integrity issues within investment accounting systems.
• Oversee workflows across tax team members supporting various asset classes (fixed income, partnerships, derivatives, real estate).
• Support transaction analysis and tax planning in partnership with internal and external stakeholders.
• Partner with external auditors during tax provision and compliance reviews.
• Drive process improvements to enhance efficiency, controls, and risk mitigation.

Skills

ASC 740 tax

Tax provision

ERP systems

Tax compliance

Data analysis

Project management

Big 4 experience

Analytical thinking

Education

Bachelor's degree

CPA (in progress / CPA candidate)

Tools

ERP systems

Tax technology

Job description

Responsibilities

Kforce's leading organization is seeking an experienced Investment Tax Manager - ASC 740 professional to lead tax provision, compliance, and investment-related tax activities across a diversified portfolio. This role combines technical expertise, leadership, and process improvement in a collaborative environment. This client offers salary and excellent benefits package. This position is hybrid 3 days a week onsite in New York City.

• Lead day-to-day tax provision (ASC 740), compliance, and deferred tax processes across multiple asset classes
• Provide technical tax guidance and resolve complex investment taxation issues
• Identify and remediate data integrity issues within investment accounting systems
• Oversee workflows across tax team members supporting various asset classes (fixed income, partnerships, derivatives, real estate)
• Support transaction analysis and tax planning in partnership with internal and external stakeholders
• Partner with external auditors during tax provision and compliance reviews
• Drive process improvements to enhance efficiency, controls, and risk mitigation

Requirements

• Bachelor's degree required; CPA or in progress preferred
• Background in Big 4 or complex tax advisory environments
• Experience in insurance or asset management, with exposure to investment taxation
• Strong knowledge of tax provision (ASC 740) and compliance processes
• Experience with tax technology, ERP systems
• Strong analytical, problem-solving, and project management skills

The pay range is the lowest to highest compensation we reasonably in good faith believe we would pay at posting for this role. We may ultimately pay more or less than this range. Employee pay is based on factors like relevant education, qualifications, certifications, experience, skills, seniority, location, performance, union contract and business needs. This range may be modified in the future.

We offer comprehensive benefits including medical/dental/vision insurance, HSA, FSA, 401(k), and life, disability & ADD insurance to eligible employees. Salaried personnel receive paid time off. Hourly employees are not eligible for paid time off unless required by law. Hourly employees on a Service Contract Act project are eligible for paid sick leave.

Note: Pay is not considered compensation until it is earned, vested and determinable. The amount and availability of any compensation remains in Kforce's sole discretion unless and until paid and may be modified in its discretion consistent with the law.

This job is not eligible for bonuses, incentives or commissions.

Kforce is an Equal Opportunity/Affirmative Action Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, pregnancy, sexual orientation, gender identity, national origin, age, protected veteran status, or disability status.