Job Description:
Financial Service Representatives here at MassMutual Greater Richmond will be part of our entrepreneurial team with the freedom to provide solutions for clients from a broad portfolio of innovative products and strategies. We make a difference by helping people achieve financial security. We believe in a comprehensive based sales process that gives our financial professionals the ability to show their prospective and current clients a high degree of professionalism. MassMutual is focusing our efforts on individuals, business, retirement planning,insurance, and tax strategy solutions.
Qualifications:
Sales experience (outside sales representative)B2B ProspectingEffective Communication SkillsSelf-Motivated, Detail OrientedExcellent customer service skillsValid Life, Health, and Annuities License (Preferred)Ability to work in a fast paced work environmentBenefits:
Experience:
Director of Alternative Investments
Investment Controllership
Full-Time/Boston, MA or Springfield, MA
The Opportunity
Reporting to MassMutual’s Head of Alternative Investments, the Director of Alternative Investments will be a key leader and representative for the investment accounting, reporting, governance, and control processes supporting MassMutual’s commercial mortgage loan and real estate portfolios. The position will lead a team of MassMutual employees focused on ensuring the accurate, timely completion of monthly, quarterly, and annual accounting close cycles for these asset classes, including oversight of accounting services and reporting deliverables prepared by third-party administrators and service providers. As a Director in the Controllers Organization of Corporate Finance, you will join us as we continue our progress toward becoming best-in-class financial stewards for MassMutual. We are forward-thinking and seek others who will leverage curiosity, business acumen, and initiative to strengthen our processes and outcomes. You will lead the team that manages and executes investment accounting, analysis, financial reporting support, control execution, and process improvement for commercial mortgage loans and real estate investments. This includes governance and oversight of financial transactions, statutory and GAAP accounting requirements, regulatory reporting schedules, management reporting, audit support, and key initiatives including technology, ledger, and operating model transformation. You will thrive in a dynamic and agile accounting environment focused on both disciplined execution and continuous improvement, while partnering collaboratively across Investments, Financial Reporting, Accounting Policy, Tax, Capital Management, business unit controllers, auditors, vendors, and other stakeholders.
The Team
The Investment Controllership team is a high-profile team in the Controllers organization, comprised of accountants who oversee our various asset classes and investment activity. The team continues to grow in support of our growing level of assets, key initiatives and special projects. Our team has high business acumen and is driven to provide timely and accurate financial information to our customers. We pride ourselves on working with agility and being a reliable source of information in the organization. We strive to continuously improve by working together as team to make each other and our processes better. Our culture thrives on inquisitive approaches to our work to help identify issues with specificity and demonstrate high levels of accountability to make things right.
The Impact
Lead the team responsible for ensuring the accurate and timely completion of monthly, quarterly, and annual accounting close cycles for commercial mortgage loans and real estate investments through effective planning, monitoring, review, and problem solving.Oversee accounting information and reporting deliverables prepared by third-party administrators and service providers, including financial statements, footnote schedules, regulatory reports, management reports, and other investment accounting outputs.Review and analyze financial results, trends, and key drivers for the commercial mortgage loan and real estate portfolios, using strong business acumen and communication skills to develop clear commentary for senior management and financial reporting stakeholders.Participate in the creation, analysis, and presentation of monthly and quarterly financial analysis reporting to senior management, including explanations of portfolio performance and its impact on financial results.Develop, document, and assure adherence to an internal control framework that supports accurate and timely financial reporting for commercial mortgage loans and real estate. Monitor the control environment, including activities performed by vendors, and recommend improvements to strengthen governance, consistency, and accountability.Lead process improvement, automation, and operating model initiatives focused on increasing efficiency, reducing manual risk, improving transparency, and adding business value across the commercial mortgage loan and real estate accounting processes.Support annual regulatory financial statement audit requests, participate in auditor discussions, and serve as a key point of contact for audit matters related to commercial mortgage loans and real estate.Effectively collaborate with Accounting Policy, the Chief Investment Office, Tax, Financial Reporting, Capital Management, business unit controllers, third-party administrators, and external auditors to resolve complex accounting, reporting, and operational matters.Lead or support the implementation of new statutory and GAAP investment accounting requirements and determine the accounting process for new commercial mortgage loan and real estate investments, investment structures, and related transactions.Actively participate in the implementation of the Company’s new ledger and related investment accounting technology initiatives, with a focus on future-state reporting, data quality, controls, and target operating model design.Manage priorities effectively in a dynamic environment, balancing close execution, reporting deadlines, audit support, project delivery, and continuous improvement activities.Lead, develop, and motivate a team that is inspired, engaged, and accountable, while creating opportunities for team members to learn, grow, and contribute to better business outcomes.The Minimum Qualifications
Bachelor’s Degree8+ years of relevant accounting, financial reporting, controllership, or investment accounting experience, with direct or related exposure to commercial mortgage loans, real estate, structured finance or private assets1+ years of experience leading teams in a deliverable-oriented environment.4+ years of experience overseeing monthly, quarterly, and annual close processes, financial reporting deliverables, controls, audits, or third-party service provider outputs.The Ideal Qualifications
Experience in insurance company investment accounting, including GAAP and statutory accounting for commercial mortgage loans, real estate, or other investment asset classes.CPA or progress toward CPA preferred.Knowledge of STAT and GAAP accounting requirements, regulatory reporting, financial statement support, and investment-related disclosures.Strong analytical skills, including the ability to analyze financial data sets, identify trends, and tell the story of the data in a clear and concise manner.Proven ability to complete high-quality work efficiently, manage multiple priorities, and lead through ambiguity in a dynamic and agile environment.Experience building and maintaining strong working relationships across cross-functional groups, senior leaders, auditors, and third-party administrators or vendors.Excellent verbal and written communication skills with the ability to express ideas in an organized and persuasive manner to leadership, staff, third parties, and other stakeholders.Experience identifying internal control issues, developing remediation plans, and implementing process improvements that strengthen the overall control environment.Preferred experience working in a Lean Six Sigma, continuous improvement, or root cause problem-solving environment.Ability to partner with and influence business leaders and peers in investment process redesign, reporting improvements, and target operating model transformation.Experience using investment data and information to analyze and communicate the implications of investment accounting, reporting, and ERP or subledger tools such as Aladin, SAP, Hyperion, NetSuite, or other investment accounting platforms.What You Can Expect at MassMutual
MassMutual offers the opportunity to do meaningful work within a purpose-driven organization that values long-term impact over short-term outcomes. In this role, you can expect:
Clear areas of ownership and accountability, with work that connects directly to company and customer outcomes
A collaborative environment where perspectives are welcomed
Access to learning, development, and internal networks that support continuous growth and skill-building over time
Employee-led communities and forums that foster connection, learning, and inclusion across the organization
A culture grounded in integrity, responsibility, and stewardship—supported by a company with a strong legacy and a future-focused mindset
#LI-CR1
MassMutual is an equal employment opportunity employer. We welcome all persons to apply.Director of Alternative Investments
Investment Controllership
Full-Time/Boston, MA or Springfield, MA
The Opportunity
Reporting to MassMutual’s Head of Alternative Investments, the Director of Alternative Investments will be a key leader and representative for the investment accounting, reporting, governance, and control processes supporting MassMutual’s commercial mortgage loan and real estate portfolios. The position will lead a team of MassMutual employees focused on ensuring the accurate, timely completion of monthly, quarterly, and annual accounting close cycles for these asset classes, including oversight of accounting services and reporting deliverables prepared by third-party administrators and service providers. As a Director in the Controllers Organization of Corporate Finance, you will join us as we continue our progress toward becoming best-in-class financial stewards for MassMutual. We are forward-thinking and seek others who will leverage curiosity, business acumen, and initiative to strengthen our processes and outcomes. You will lead the team that manages and executes investment accounting, analysis, financial reporting support, control execution, and process improvement for commercial mortgage loans and real estate investments. This includes governance and oversight of financial transactions, statutory and GAAP accounting requirements, regulatory reporting schedules, management reporting, audit support, and key initiatives including technology, ledger, and operating model transformation. You will thrive in a dynamic and agile accounting environment focused on both disciplined execution and continuous improvement, while partnering collaboratively across Investments, Financial Reporting, Accounting Policy, Tax, Capital Management, business unit controllers, auditors, vendors, and other stakeholders.
The Team
The Investment Controllership team is a high-profile team in the Controllers organization, comprised of accountants who oversee our various asset classes and investment activity. The team continues to grow in support of our growing level of assets, key initiatives and special projects. Our team has high business acumen and is driven to provide timely and accurate financial information to our customers. We pride ourselves on working with agility and being a reliable source of information in the organization. We strive to continuously improve by working together as team to make each other and our processes better. Our culture thrives on inquisitive approaches to our work to help identify issues with specificity and demonstrate high levels of accountability to make things right.
The Impact
Lead the team responsible for ensuring the accurate and timely completion of monthly, quarterly, and annual accounting close cycles for commercial mortgage loans and real estate investments through effective planning, monitoring, review, and problem solving.Oversee accounting information and reporting deliverables prepared by third-party administrators and service providers, including financial statements, footnote schedules, regulatory reports, management reports, and other investment accounting outputs.Review and analyze financial results, trends, and key drivers for the commercial mortgage loan and real estate portfolios, using strong business acumen and communication skills to develop clear commentary for senior management and financial reporting stakeholders.Participate in the creation, analysis, and presentation of monthly and quarterly financial analysis reporting to senior management, including explanations of portfolio performance and its impact on financial results.Develop, document, and assure adherence to an internal control framework that supports accurate and timely financial reporting for commercial mortgage loans and real estate. Monitor the control environment, including activities performed by vendors, and recommend improvements to strengthen governance, consistency, and accountability.Lead process improvement, automation, and operating model initiatives focused on increasing efficiency, reducing manual risk, improving transparency, and adding business value across the commercial mortgage loan and real estate accounting processes.Support annual regulatory financial statement audit requests, participate in auditor discussions, and serve as a key point of contact for audit matters related to commercial mortgage loans and real estate.Effectively collaborate with Accounting Policy, the Chief Investment Office, Tax, Financial Reporting, Capital Management, business unit controllers, third-party administrators, and external auditors to resolve complex accounting, reporting, and operational matters.Lead or support the implementation of new statutory and GAAP investment accounting requirements and determine the accounting process for new commercial mortgage loan and real estate investments, investment structures, and related transactions.Actively participate in the implementation of the Company’s new ledger and related investment accounting technology initiatives, with a focus on future-state reporting, data quality, controls, and target operating model design.Manage priorities effectively in a dynamic environment, balancing close execution, reporting deadlines, audit support, project delivery, and continuous improvement activities.Lead, develop, and motivate a team that is inspired, engaged, and accountable, while creating opportunities for team members to learn, grow, and contribute to better business outcomes.The Minimum Qualifications
Bachelor’s Degree8+ years of relevant accounting, financial reporting, controllership, or investment accounting experience, with direct or related exposure to commercial mortgage loans, real estate, structured finance or private assets1+ years of experience leading teams in a deliverable-oriented environment.4+ years of experience overseeing monthly, quarterly, and annual close processes, financial reporting deliverables, controls, audits, or third-party service provider outputs.The Ideal Qualifications
Experience in insurance company investment accounting, including GAAP and statutory accounting for commercial mortgage loans, real estate, or other investment asset classes.CPA or progress toward CPA preferred.Knowledge of STAT and GAAP accounting requirements, regulatory reporting, financial statement support, and investment-related disclosures.Strong analytical skills, including the ability to analyze financial data sets, identify trends, and tell the story of the data in a clear and concise manner.Proven ability to complete high-quality work efficiently, manage multiple priorities, and lead through ambiguity in a dynamic and agile environment.Experience building and maintaining strong working relationships across cross-functional groups, senior leaders, auditors, and third-party administrators or vendors.Excellent verbal and written communication skills with the ability to express ideas in an organized and persuasive manner to leadership, staff, third parties, and other stakeholders.Experience identifying internal control issues, developing remediation plans, and implementing process improvements that strengthen the overall control environment.Preferred experience working in a Lean Six Sigma, continuous improvement, or root cause problem-solving environment.Ability to partner with and influence business leaders and peers in investment process redesign, reporting improvements, and target operating model transformation.Experience using investment data and information to analyze and communicate the implications of investment accounting, reporting, and ERP or subledger tools such as Aladin, SAP, Hyperion, NetSuite, or other investment accounting platforms.What You Can Expect at MassMutual
MassMutual offers the opportunity to do meaningful work within a purpose-driven organization that values long-term impact over short-term outcomes. In this role, you can expect:
Clear areas of ownership and accountability, with work that connects directly to company and customer outcomes
A collaborative environment where perspectives are welcomed
Access to learning, development, and internal networks that support continuous growth and skill-building over time
Employee-led communities and forums that foster connection, learning, and inclusion across the organization
A culture grounded in integrity, responsibility, and stewardship—supported by a company with a strong legacy and a future-focused mindset
#LI-CR1
MassMutual is an equal employment opportunity employer. We welcome all persons to apply.Director, Insurance Accounting
Insurance Controllership | Corporate Finance
Full-Time/Springfield, MA or Boston, MA
The Opportunity
As a Director within the Controllers Organization, you will play a key role in helping MassMutual continue its journey toward becoming a best-in-class finance organization. We are looking for a collaborative and forward-thinking accounting leader who brings curiosity, initiative, and a passion for continuous improvement.
In this role, you will lead insurance accounting and controllership activities, providing meaningful financial insights, strengthening controls, and driving process improvements. You'll work alongside talented professionals across Finance, Investments, Reinsurance, Treasury, and Actuarial teams to deliver accurate financial reporting and support strategic business decisions.
The Team
The Insurance Controllership team is a highly visible group within Corporate Finance, comprised of talented professionals with diverse backgrounds and experiences. The team is responsible for monthly and quarterly financial close activities, general ledger oversight, management reporting, financial statements, and regulatory filings.
We partner closely with business stakeholders to support new product launches, provide insight into financial results, and drive continuous process improvements. Our team is committed to delivering timely, accurate, and reliable financial information while fostering a collaborative, inclusive, and results-oriented culture.
The Impact
As Director, you will lead the Institutional Solutions Controllership team, overseeing insurance accounting, analysis, and financial reporting for MassMutual's insurance products. You will identify reporting risks and opportunities, provide strategic financial guidance, and help ensure strong governance and operational excellence across the accounting function.
Key responsibilities include:
Lead and develop a team of accounting professionals while overseeing work performed by outsourced partners and fostering a collaborative, inclusive culture.Ensure the accurate and timely completion of monthly, quarterly, and annual close processes for complex insurance accounting activities.Analyze financial results, identify key trends and drivers, and communicate insights clearly to leadership and business partners.Build strong partnerships with Treasury, Investment Accounting, Reinsurance Accounting, Reporting, Strategic Business Partners, and Corporate Actuarial teams to support business and reporting objectives.Present financial results and recommendations to senior leadership with confidence and clarity.Develop, document, and maintain a strong internal control framework, ensuring compliance with policies, procedures, and regulatory requirements.Monitor and oversee insurance accounting activities, including those performed by external service providers, to ensure effective control execution.Lead accounting research, policy implementation, and operational readiness for new Institutional Solutions products and insurance-related transactions.Partner with Accounting Policy and other teams to assess and implement new GAAP and statutory accounting guidance.Champion operational excellence, continuous improvement, and best practices across the controllership function.This role offers the opportunity to make a significant impact in a dynamic environment while partnering across the organization to enhance reporting quality, strengthen controls, and improve business outcomes.
Minimum Qualifications
Bachelor's degree8+ years of progressive accounting experience within public accounting and/or a large, complex corporate environment.3+ years of insurance accounting experience, including general ledger processing and month-end close activities.3+ years of experience applying U.S. GAAP and statutory accounting principles.3+ years of experience analyzing accounting data, interpreting financial results, and communicating insights to stakeholders.2+ years of experience coaching and/or developing accountants and external consultants, either as a direct manager of people or as a project/team leadThe Ideal Qualifications
CPA, Master’s degree, MBA, or equivalentNAIC statutory accounting experienceExperience with Institutional solutions including, Pension Risk Transfer (PRT), Institutional Insurance and Funding AgreementsExperience designing, executing, and documenting internal controls, including identifying and remediating control issues.Strong multitasking skills with the ability to adapt to change and manage competing prioritiesAbility to lead complex, long-term projects, take ownership, and drive them to successful completionAbility to perform independent research and serve as a key resource for resolving unique or complex business issuesExperience driving finance transformation initiatives, continuous improvement, and operational efficienciesExcellent verbal and written communication skills, with the ability to present ideas clearly and persuasively to leadership, staff, and regulatory bodiesIntellectual curiosity and a commitment to continuous learning and professional developmentWhat You Can Expect at MassMutual
MassMutual offers the opportunity to do meaningful work within a purpose-driven organization that values long-term impact over short-term outcomes. In this role, you can expect:Clear areas of ownership and accountability, with work that connects directly to company and customer outcomes A collaborative environment where perspectives are welcomed Access to learning, development, and internal networks that support continuous growth and skill-building over time Employee-led communities and forums that foster connection, learning, and inclusion across the organization A culture grounded in integrity, responsibility, and stewardship—supported by a company with a strong legacy and a future-focused mindset#LI-CR37
MassMutual is an equal employment opportunity employer. We welcome all persons to apply.AI Platform Engineer | AI Platform Engineering
Full-Time
Hybrid Onsite (3 days/week)
The OpportunityMassMutual's AI Platform Engineering team is looking for a curious, motivated AI Platform Engineer to launch their engineering career on a high-performing team. This is an entry-level role built for recent graduates and early-career engineers. You will learn directly from experienced platform engineers, contribute to real initiatives from your first weeks, and steadily build the skills to help design, deploy, and operate the systems that power AI across the enterprise. We care less about everything you already know and more about how quickly you learn, how you approach problems, and how much you care about doing good engineering work.
The TeamThis is a unique opportunity to join the team that builds and operates the AI platform powering MassMutual's AI initiatives. The team works at the intersection of cloud infrastructure, AI/ML systems, and developer experience—delivering the foundational capabilities that shape how the entire organization builds and deploys AI. We partner closely with AI engineering, product, and cloud engineering teams across the enterprise, and we invest in growth through a culture of peer learning, candid feedback, mentorship, and shared technical standards. It is a team where early-career engineers are set up to succeed: hard problems are made tractable through clear documentation, thoughtful onboarding, and engineers who genuinely enjoy teaching.
The ImpactContribute to platform components—cloud infrastructure, AI serving layers, and developer tooling—under the guidance of senior engineers, growing your understanding of how the pieces fit together.Support the design and implementation of platform features such as the LLM gateway, model serving infrastructure, and integration patterns—writing code, tests, and documentation with regular feedback from your team.Learn the team’s engineering standards by participating in design reviews and code reviews, and by pairing with more experienced engineers on real problems.Take ownership of well-scoped tasks within larger initiatives, delivering them to production with support and steadily taking on more scope over time.Help keep the platform healthy by learning reliability practices—monitoring, alerting, SLOs, and incident reviews—and pitching in on operational work.Build familiarity with governance and compliance concepts such as access management, audit logging, and AI usage policies, and why they matter to enterprise customers.Communicate clearly and ask good questions—sharing what you learn, flagging blockers early, and collaborating with teammates and partner teams.Invest in your own growth through mentorship, pairing, and continuous learning, with the goal of ramping toward greater technical independence.The Minimum QualificationsBachelor’s degree in Computer Science, Software Engineering, or a related technical fieldFoundational understanding of cloud computing and exposure to at least one major cloud provider (AWS, GCP, or Azure) through coursework, labs, or projects as shown by coursework or certification.2+ years experience in programming proficiency in at least one language such as Python, Go, Java, or a comparable language (this could include coursework, internship experience, bootcamp, etc).The Ideal QualificationsProfessional experience preferred: Internships, co-ops, apprenticeships, academic projects, and substantial personal projects all count.Basic familiarity with version control (Git) and a willingness to learn CI/CD, containers (Docker/Kubernetes), and infrastructure-as-code.Curiosity about AI/ML systems and an interest in how models are deployed and served in production.Strong written and verbal communication and a genuine eagerness to learn from feedback.Hands-on exposure to Kubernetes, Docker, or Terraform through coursework, certifications, hackathons, or personal projects.Relevant entry-level certifications are a plus but not required—for example AWS Certified Cloud Practitioner, AWS Solutions Architect – Associate, or CKAD.Any hands-on experience with AI/ML frameworks or LLM APIs, even at a hobby or class-project level.A public portfolio or open-source contributions (e.g., GitHub) that show initiative and a habit of building.Experience collaborating on a team project such as a capstone, hackathon, or group assignment.Comfort with ambiguity and enthusiasm for learning quickly in a fast-moving space.What to Expect as Part of MassMutual and the TeamStructured onboarding and a dedicated mentor to support your ramp-up and early growthRegular meetings with the AI Platform Engineering teamFocused one-on-one meetings with your managerNetworking opportunities including access to Asian, Hispanic/Latinx, African American, women, LGBTQIA+, veteran, and disability-focused Business Resource GroupsAccess to learning content on Degreed and other informational platformsA company with a strong and stable ethical business, industry-leading pay and benefits, where your ethics and integrity will be valued#LI-SC1
MassMutual is an equal employment opportunity employer. We welcome all persons to apply.Investment Tax Manager
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 deliverablesProvide technical tax guidance to team members on investment taxation matters, researching and resolving moderately complex technical issues independentlyIdentify and resolve data integrity issues within investment accounting systems; develop and execute proactive error detection processes to improve accuracy of tax resultsCoordinate workflow and priorities across technical tax staff covering fixed income, partnerships, derivatives, and real estate portfoliosSupport ad hoc investment transaction analysis and tax planning, coordinating with tax planning, legal, investment management, and external partnersPartner with external auditors during tax provision and compliance reviews, addressing technical inquiries and supporting documentation requestsIdentify process improvement opportunities and lead initiatives to increase efficiency, reduce risk, and enhance controlsMentor and develop tax professionals, providing coaching and fostering professional growth across the teamRepresent the investment tax function in cross-functional meetings and build strong relationships across finance, investments, and operationsThe Minimum Qualifications
CPA or certification in process or Enrolled AgentBachelor's Degree7+ years of tax experience from public accounting or financial services5+ years of Income tax (ASC740) provision experience
The Ideal Qualifications
10+ years of tax experience with demonstrated career progressionBig 4 tax advisory background with exposure to complex technical projectsInsurance or asset management industry experience; familiarity with life insurance company taxationWorking knowledge of investment taxation across multiple asset classes (fixed income, partnerships, derivatives, real estate)Strong understanding of corporate tax provision (ASC740) and tax compliance processesHands-on experience with tax technology platforms, ERP systems, or system implementation projectsPrior involvement in large-scale transformation initiatives or process improvement programsExperience managing, mentoring, or leading tax professionals (formal or informal)Strong analytical skills with ability to identify data issues and develop solutionsDemonstrated ability to manage multiple priorities and deliver results under tight deadlinesProject management experience or certificationTrack record of building effective stakeholder relationships across matrixed organizationsExperience with deferred tax accounting and reconciliationsExperience interfacing with external auditors and managing audit processesHistory of taking ownership and driving initiatives without extensive oversightStrategic mindset combined with willingness to roll up sleeves and execute tacticallyStrong communication skills with ability to explain complex tax concepts to non-tax audiencesReview 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 TeamFocused one-on-one meetings with your managerNetworking opportunities including access to Asian, Hispanic/Latinx, African American, women, LGBTQ, veteran and disability-focused Business Resource GroupsAccess to learning content on Degreed and other informational platformsYour ethics and integrity will be valued by a company with a strong and stable ethical business with industry leading pay and benefits#LI-CR37
MassMutual is an equal employment opportunity employer. We welcome all persons to apply.Investment Tax Manager
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 deliverablesProvide technical tax guidance to team members on investment taxation matters, researching and resolving moderately complex technical issues independentlyIdentify and resolve data integrity issues within investment accounting systems; develop and execute proactive error detection processes to improve accuracy of tax resultsCoordinate workflow and priorities across technical tax staff covering fixed income, partnerships, derivatives, and real estate portfoliosSupport ad hoc investment transaction analysis and tax planning, coordinating with tax planning, legal, investment management, and external partnersPartner with external auditors during tax provision and compliance reviews, addressing technical inquiries and supporting documentation requestsIdentify process improvement opportunities and lead initiatives to increase efficiency, reduce risk, and enhance controlsMentor and develop tax professionals, providing coaching and fostering professional growth across the teamRepresent the investment tax function in cross-functional meetings and build strong relationships across finance, investments, and operationsThe Minimum Qualifications
CPA or certification in process or Enrolled AgentBachelor's Degree7+ years of tax experience from public accounting or financial services5+ years of Income tax (ASC740) provision experience
The Ideal Qualifications
10+ years of tax experience with demonstrated career progressionBig 4 tax advisory background with exposure to complex technical projectsInsurance or asset management industry experience; familiarity with life insurance company taxationWorking knowledge of investment taxation across multiple asset classes (fixed income, partnerships, derivatives, real estate)Strong understanding of corporate tax provision (ASC740) and tax compliance processesHands-on experience with tax technology platforms, ERP systems, or system implementation projectsPrior involvement in large-scale transformation initiatives or process improvement programsExperience managing, mentoring, or leading tax professionals (formal or informal)Strong analytical skills with ability to identify data issues and develop solutionsDemonstrated ability to manage multiple priorities and deliver results under tight deadlinesProject management experience or certificationTrack record of building effective stakeholder relationships across matrixed organizationsExperience with deferred tax accounting and reconciliationsExperience interfacing with external auditors and managing audit processesHistory of taking ownership and driving initiatives without extensive oversightStrategic mindset combined with willingness to roll up sleeves and execute tacticallyStrong communication skills with ability to explain complex tax concepts to non-tax audiencesReview 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 TeamFocused one-on-one meetings with your managerNetworking opportunities including access to Asian, Hispanic/Latinx, African American, women, LGBTQ, veteran and disability-focused Business Resource GroupsAccess to learning content on Degreed and other informational platformsYour ethics and integrity will be valued by a company with a strong and stable ethical business with industry leading pay and benefits#LI-CR37
MassMutual is an equal employment opportunity employer. We welcome all persons to apply.Head of Investment Accounting Governance
Full-Time
Boston, MA
The Opportunity
Do you want to be part of a team that encourages your growth, supports your ambitions and makes it a priority for you to reach your goals? Is helping people part of who you are? At MassMutual, we help millions of people find financial freedom, offer financial protection and plan for the future. We do this by building trust with our customers by being knowledgeable problem solvers and prioritize their needs above all else. We Live Mutual.
The Head of Investment Accounting Governance is a key role in the delivery of MassMutual’s investment strategy and in this, MassMutual’s purpose: to provide financial well-being to all Americans. We are seeking a results-oriented and highly collaborative professional with the ability to create and lead a team within the Investment Controllership team. This position will the lead the team that is responsible for designing and executing the processes supporting the integrity of the accounting data information from the Company’s securities system.
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
This team is responsible for the ensuring the integrity of the accounting information received from the Investment Operations securities system. This team will be highly focused on the control environment supporting this purpose. To this end, the team will work closely with its critical partner, Investment Operations. The team will look to leverage technology and resource opportunities to ensure and efficient and effective approach to maintaining these processes. Head of Investment Accounting Systems Governance will lead and inspire the team to continue progressing the operations model and function.
The Impact
Reporting to MassMutual’s Head of Investment Controllership, Head of Investment Accounting Governance will be a member of the Investment Controllership leadership team and a key partner and representative to the operational accounting impacts of the investment operations processes.
Against the backdrop of an increasingly complex general investment account portfolio with diverse asset classes and strategies, this role will build a framework and lead a vision that provides for the effective controls of operational securities accounting.
Lead the team responsible for ensuring effective controls related to the securities operational accounting, including execution of daily and monthly reconciliations, analysis of data exceptions, and support of system upgradesMaintaining control processes and assess improvements by evaluating the end to end impacts to operational securities accountingPartner with teams, including but not limited to Securities Controllership. Investment Operations, Treasury, Financial Reporting and ERMEnsure the integrity of investment income reporting across periods while owning the calculation and recording of known P&L exposuresMaintain workflows and operational securities accounting controlsPartner with stakeholders to meet client needsOversee the effectiveness of the broader control environment for the insurance company GIAOversight of external audits on behalf of Investment ControllershipOversight of UAT testing on key external vendor system upgradesExpected Leadership Behaviors:Create structures and processes that are routine in nature and highly scalableValue and support associates, fostering a culture of development and growthEncourage feedback and accountabilityPromote partnershipExcel at attracting, developing and retaining a diverse team of talented individuals, and effectively leveraging outsourcing models for the most efficient approach on executing on the team’s mandateThe Minimum Qualifications
10+ years of progressive accounting, investment accounting, investment controllership, or financial reporting experience within insurance, asset management, banking, or financial services.Demonstrated expertise in U.S. GAAP investment accounting and financial reporting.Proven experience designing, implementing, and enhancing internal controls, governance frameworks, and operational accounting processes in a highly regulated environment.Direct experience supporting a large and complex investment portfolio, including partnership with Investment Operations and other front-to-back investment functions.Bachelor’s degree in accounting, finance or related disciplineThe Ideal Qualifications
Knowledge and experience of investments is highly desiredStrong analytical skills: ability to analyze financial data sets and tell the story of the dataProven ability to complete high quality work efficiently and increase autonomy over timeExperience in creating and developing teamsExperience effectively leveraging outsourcing and offshoring arrangementsAble to build and maintain strong working relationships across cross-functional groupsExcellent verbal and written communication skills with the ability to express ideas in and articulate in an organized and persuasive manner to leadership, staff, regulatory bodies, etc.Intellectual curiosity to continue learning and adding breadth and depth to understandingCPAWhat You Can Expect at MassMutual
MassMutual offers the opportunity to do meaningful work within a purpose-driven organization that values long-term impact over short-term outcomes. In this role, you can expect:
Clear areas of ownership and accountability, with work that connects directly to company and customer outcomes A collaborative environment where perspectives are welcomed Access to learning, development, and internal networks that support continuous growth and skill-building over time Employee-led communities and forums that foster connection, learning, and inclusion across the organization A culture grounded in integrity, responsibility, and stewardship—supported by a company with a strong legacy and a future-focused mindset MassMutual is an equal employment opportunity employer. We welcome all persons to apply.