Requirements
Description and Requirements
The Senior Manager, Investment Tax is responsible for supporting the preparation and review of federal income tax calculations related to investment activities, including booktotax timing differences, across diverse investment asset classes. The role plays a key part in the quarterly and annual tax provision process, requiring handson involvement, strong technical judgment, and close attention to detail.
This position demands a proactive and detailoriented professional with a solid foundation in investment tax accounting and the ability to operate effectively in a fastpaced, closedriven environment. The Senior Manager works collaboratively within the Investment Tax Accounting team, contributing to accurate tax reporting while supporting continuous learning and professional growth within a highperforming and supportive team environment.
Key Responsibilities
- Prepare and perform detailed reviews of federal income tax calculations related to investment activities, ensuring accurate reflection of timing differences arising between GAAP, STAT, and U.S. tax reporting frameworks.
- Provide endtoend support for the quarterly and annual income tax provision process, including review, analysis, and validation of investmentrelated tax inputs and adjustments within close timelines.
- Prepare and review tax adjustments across a broad range of investment asset classes, including Securities, Derivatives, Partnerships (CJVs and REJVs), Real Estate (wholly owned and commercial), Leveraged Leases, and Mortgages, covering areas such as depreciation of fixed assets and investmentrelated tax credits.
- Support system and process transformation initiatives by assisting in the testing and validation of rebuilt workbooks for ASC 740 (141) booktotax adjustments, as part of the Workday implementation, to ensure accuracy, completeness, and alignment with tax accounting requirements.
Education
- Chartered Accountant or
- MBA from a reputed institution, preferably with a specialization related to Taxation, Finance, or Accounting
Technical Skills
- Strong technical tax and accounting expertise, with specific application to investmentrelated tax accounting
- Ability to prepare and review federal income tax calculations for investments, including booktotax timing differences
- Handson expertise in the quarterly and annual tax provision process for investment activities
- Technical understanding of tax adjustments across multiple investment asset classes, including securities, derivatives, partnerships, real estate, leveraged leases, and mortgages
- Knowledge of GAAP, STAT, and U.S. tax reporting differences as they relate to investments
- Experience supporting or testing tax adjustment workbooks, including booktotax adjustments as part of system or process changes
- Strong analytical and review skills to ensure accuracy, completeness, and control in tax calculations
Experience
- 8–10 years of experience in U.S. Taxation or International Tax, with a strong focus on investmentrelated tax accounting
- Prior handson experience supporting investment tax calculations and the quarterly and annual tax provision process
- Exposure to tax accounting for investments across relevant asset classes, with the ability to operate effectively in a closecycle, detaildriven environment
- Prior experience with Workday is preferred
About MetLife
Recognized on Fortune magazine's list of the World's Most Admired Companies and Fortune World's 25 Best Workplaces™, MetLife, through its subsidiaries and affiliates, is one of the world's leading financial services companies; providing insurance, annuities, employee benefits and asset management to individual and institutional customers. With operations in more than 40 markets, we hold leading positions in the United States, Latin America, Asia, Europe, and the Middle East.
Our purpose is simple - to help our colleagues, customers, communities, and the world at large create a more confident future. United by purpose and guided by our core values - Win Together, Do the Right Thing, Deliver Impact Over Activity, and Think Ahead - we're inspired to transform the next century in financial services. At MetLife, it's #AllTogetherPossible .Join us!
