Associate, Tax Planning

| Greater Boston Area

Financial Statement Optimization (FSO) is a new team within Financial Planning and Analysis composed of professionals with diverse backgrounds in actuarial science, capital management, consulting, investment banking and tax planning, among other disciplines. FSO is responsible for identifying and executing opportunities to optimize MassMutual’s financial position and results and to create enduring value through capital markets transactions, reinsurance, structured transactions, tax planning and similar initiatives. FSO is a vital partner to MassMutual’s enterprise strategy, corporate development and competitive market intelligence team.

FSO is also building an enterprise cost of capital framework and developing returns measures, including return on equity and return on invested capital, to inform future capital allocation and planning.

Tax planning is a core component of the FSO solution. The Associate will assist the Tax Planning Leader with various U.S. and international tax planning projects, including reorganizations, strategic business initiatives and other actions that affect MassMutual’s income tax provision.

This is a unique opportunity for in-depth technical training. Development will be a key focus in this role as we look to broaden our tax planning expertise in FSO. The Associate will spend a significant amount of time on research and in 'shadowing' the Tax Planning Leader in support of this goal. A high degree of intellectual curiosity and creativity are required to be successful in this position.

This individual should excel at working collaboratively and across functions with both peers and leaders within and outside the finance function. This individual needs to be able to distill and translate complex tax and financial issues into 'plain English' while answering the 'so what?'. Finally, things move very quickly at MassMutual and especially within Financial Planning and Analysis, and so this individual must be able to 'roll with it'.

Key Responsibilities:

  • Assist tax planning leader in internal and external reorganizations, tax planning and tax consulting initiatives
  • Research tax legal and tax accounting impacts and document conclusions in writing
  • Prepare tax impact models and work closely with the tax compliance group to ensure proper reporting of tax planning initiatives and non-routine transactions
  • Draft tax technical and accounting memorandums for highly significant transactions and planning initiatives
  • Meet with external auditors to present and discuss impacts of planning and potential transactions on MassMutual’s tax returns and income tax provision
  • Prepare related tax return disclosure documents
  • Focus on continuous learning and keeping up-to-date on all relevant tax law changes
  • Identify tax related risks and opportunities

Qualifications:

  • MBA and-or JD with significant tax consulting experience
  • 'Big 4' accounting or major law firm experience preferred
  • Knowledge of U.S. international tax law is a plus
  • Desire to develop knowledge and skills while assisting the tax planning leader in the near-term with the ultimate goal of assuming leadership responsibilities in the future
  • Strong analytical and organizational skills
  • Ability and desire to work in a team environment with leaders from functional areas outside of the Tax Department
  • Significant knowledge of ASC 740 tax accounting concepts
  • Proficient in Microsoft Excel, PowerPoint and Word
  • Excellent verbal and written communication skills, including prior experience writing tax memorandums, with the ability to express ideas in an articulate, organized and persuasive manner
  • Able to work well under pressure and manage multiple deliverables
  • Experience working closely with tax attorneys is also a plus
Read Full Job Description

Technology we use

  • Engineering
  • Product
    • .NETLanguages
    • JavaLanguages
    • JavascriptLanguages
    • KotlinLanguages
    • PythonLanguages
    • RLanguages
    • RubyLanguages
    • ScalaLanguages
    • BashLanguages
    • GroovyLanguages
    • D3JSLibraries
    • ReactLibraries
    • ReduxLibraries
    • Twitter BootstrapLibraries
    • Redux SagaLibraries
    • ExpressFrameworks
    • Node.jsFrameworks
    • Ruby on RailsFrameworks
    • SpringFrameworks
    • Microsoft SQL ServerDatabases
    • MongoDBDatabases
    • PostgreSQLDatabases
    • SQLiteDatabases
    • TeradataDatabases
    • Google AnalyticsAnalytics
    • OptimizelyAnalytics
    • TealiumAnalytics
    • SnowplowAnalytics
    • LookerAnalytics
    • IllustratorDesign
    • InVisionDesign
    • PhotoshopDesign
    • SketchDesign
    • Aha!Management
    • BasecampManagement
    • ConfluenceManagement
    • JIRAManagement
    • TrelloManagement

Location

We currently have Boston office locations at both 470 Atlantic Ave and One Marina Park.

An Insider's view of MassMutual

How do you collaborate with other teams in the company?

As a Product Owner, I spend most of my time collaborating with others across different business units. On any given day, I could be spending time brainstorming design concepts of upcoming features with our design team or assisting them with presenting these concepts to outside users as part of our user testing process.

Ryan

Digital Product Owner

What makes someone successful on your team?

Successful people on my team are: passionate, curious, receptive, and engaged. Each team member is expected to be passionate about the work that they do, and the domains in which they practice. They are always solving unique problems and must be curious about finding new solutions.

David

Digital Lead

What’s the vibe like in the office?

We work in an open floor plan, so there is a lot of opportunity for networking across roles, teams and levels. Everyone is very friendly and welcomes the opportunity to get to know other people on the floor.

Kristina

Digital Product Manager

What are MassMutual Perks + Benefits

MassMutual Benefits Overview

At MassMutual, employees have the opportunity to earn a competitive salary and bonus, enroll in an
array of benefits, and participate in programs and services that support healthy lifestyles, assist them
in building financial security for themselves and their families and help them live well-balanced lives.

Health Insurance & Wellness Benefits
Flexible Spending Account (FSA)
Disability Insurance
Dental Benefits
Vision Benefits
Health Insurance Benefits
Life Insurance
Wellness Programs
Retirement & Stock Options Benefits
401(K)
401(K) Matching
Child Care & Parental Leave Benefits
Child Care Benefits
Generous Parental Leave
Adoption Assistance
Vacation & Time Off Benefits
Generous PTO
Paid Volunteer Time
Paid Holidays
Paid Sick Days
More Jobs at MassMutual86 open jobs
All Jobs
Finance
Data + Analytics
Design + UX
Dev + Engineer
Internships
Legal
Marketing
Operations
Product
Project Mgmt
Sales
Developer
new
Boston
Developer
new
Boston
Developer
new
Boston
Developer
new
Boston
Developer
new
Boston
Developer
new
Boston
Project Mgmt
new
Boston
Developer
new
Boston
Operations
new
Boston
Developer
new
Boston
Data + Analytics
new
Boston
Sales
new
Boston
Design + UX
new
Boston
Finance
new
Boston
Data + Analytics
new
Boston
Developer
new
Boston
Data + Analytics
new
Boston
Developer
new
Boston
Data + Analytics
new
Boston
Data + Analytics
new
Boston
Operations
new
Boston
Data + Analytics
new
Boston
Operations
new
Boston
Data + Analytics
new
Boston
Product
new
Boston
Developer
new
Boston
Data + Analytics
new
Boston
Data + Analytics
new
Boston
Data + Analytics
new
Boston
Data + Analytics
new
Boston
Developer
new
Boston
Developer
new
Boston
Developer
new
Boston
Data + Analytics
new
Boston
Data + Analytics
new
Boston
Project Mgmt
new
Boston
Design + UX
new
Boston
Data + Analytics
new
Boston
Design + UX
new
Boston
Data + Analytics
new
Boston
Product
new
Boston
Data + Analytics
new
Boston
Developer
new
Boston
Data + Analytics
new
Boston
Data + Analytics
new
Boston
Finance
new
Boston
Developer
new
Boston
Data + Analytics
new
Boston
Data + Analytics
new
Boston
Marketing
new
Boston
Developer
new
Boston
Data + Analytics
new
Boston
Finance
new
Boston
Data + Analytics
new
Boston
Data + Analytics
new
Boston
Data + Analytics
new
Boston
Product
new
Boston