Investment Tax Accountant - Special Projects

Our Kforce client is seeking an experienced Investment Tax Accountant to join a high-performing, collaborative team within a leading financial services organization in the Boston, (MA) region. The role focuses on tax compliance and reporting for complex investment transactions, including U.S. and international tax aspects (PFICs, CFCs, foreign partnerships, withholding taxes). The work model includes three days in-office (with flexible scheduling), remote Fridays, and additional remote weeks throughout the year. Competitive benefits include enhanced 401K funding and flexible hours. The team values innovation, accountability, and continuous improvement. Key Responsibilities:

• Monitor and track tax data quality and performance for securities, leveraging advanced processing systems and reconciling results with general ledger data
• Participate in daily cross-functional governance meetings to analyze system issues and changes across the investment data ecosystem
• Test software upgrades to ensure accuracy and operational integrity
• Maintain accurate tax basis for investments and apply rules to exception situations
• Analyze differences between tax basis and Statutory or GAAP accounting for various investment types
• Review new investment transactions for correct tax treatment and efficient operationalization
• Execute internal controls, reconcile deferred tax balances, and collaborate with operations teams
• Prepare wash sales analysis, maintain tax planning strategies, and analyze exchange transactions for taxability
• Analyze tax cash flows on structured securities and ensure correct processing of tax amortization
• Stay current with tax law changes and proactively implement process improvements, automation, and digital analytics
• BS degree (CPA preferred; MST a plus)
• 5+ years of tax experience, including exposure to multidisciplinary projects (ERP implementations, tax co-sourcing, finance transformations)
• Strong technical knowledge of ASC 740 and GAAP
• Experience with investment systems and data-intensive environments
• Proven ability to analyze and reconcile tax data, implement process improvements, and stay current with tax law changes