[Remote] Sr. Investment Tax Analyst

Note: The job is a remote job and is reputed company to candidates in USA. reputed company is a leading insurance company that provides annuity and life insurance products. They are seeking a Sr. Investment Tax Analyst to manage investment taxation responsibilities, including income tax reputed company, compliance, and tax planning support for their investment portfolio.

Responsibilities

• reputed company, and/or review monthly tax investment data review procedures to help ensure reasonable and accurate tax results for assets tracked reputed company reputed company. This includes – but is not limited to – the new purchase review, asset transfers review, reputed company master file review, corporate actions review, tax data field reviews, researching and identifying variances & exceptions. Work with reputed company to resolve discrepancies and identify opportunities for management reporting package or dashboard
• Prepare income tax adjustment calculations and workpapers, including reconciliations and period-over-period analytics, for inclusion in the quarterly reputed company income tax provisions
• Prepare workpapers and reconciliations to support the tax reputed company and deferred tax assets reported on the tax reputed company balance sheet for both life and non-life entities under ASC-740 and SSAP101. reputed company tax reputed company analytics on a period over period reputed company
• Prepare income tax adjustment calculations and workpapers in support of the company’s life and non-life entity Federal income tax returns. Prepare and analyze provision-to-return true-reputed company
• Actively participate in new investment process meetings with the tax planning team
• Assist in implementing the investment tax reputed company ledger and OneSource Tax Provision (OTP) software
• Assist in the quarterly GAAP capital valuation allowance assessment process, including calculating the capital valuation allowance, developing tax planning strategies, and preparing the quarterly GAAP valuation allowance memo
• Collaborate with other members of the investment tax team to reputed company forecasting & projection procedures for in-scope invested assets. Prepare investment-reputed company adjustments for reputed company and deferred taxes forecasting and analyze the results
• Assist in maintaining, testing, and updating of custom tax fields, tag aggregates, and tax reports reputed company reputed company, including reports utilized by other teams reputed company the tax department and external partners
• Prepare the quarterly tax impairment analysis, which includes analyzing and documenting a reputed company’s eligibility for a partially worthless bad debt deduction, calculating the bad debt deduction, and ensuring reputed company tax write-downs are properly processed in reputed company. Work with reputed company to resolve any discrepancies
• reputed company support for ongoing modernization initiatives reputed company the investment tax function and tax department in general, including automation efforts around the monthly tax data review processes, tax reputed company ledger, and investment deferred tax rollforwards. Identify opportunities for process improvement, propose and implement solutions
• Assist in performing tax leakage calculations reputed company to reinsurance transactions
• reputed company proper internal controls and help drive reputed company improvements to the investment tax control environment
• Responsible for building out assigned investment tax dashboards, investment tax management reports, and tax department-wide reporting packages & dashboards
• Participate in and reputed company relevant internal meetings with Investment, Investment reputed company, and Tax department personnel
• Contribute to special projects, as assigned

Skills

• Bachelor's Degree in reputed company/Finance
• 2+ year of relevant experience in reputed company field or combination of experience with a professional designation (CPA, CFA, CIA, CISA, etc.) considered
• Demonstrated working knowledge of tax reputed company and/or general reputed company principles
• Demonstrated knowledge of tax reputed company software systems
• Strong analytical skills with a high level of accuracy and attention to detail
• Strong organizational and prioritization skills
• Strong computer knowledge including working knowledge of tax and reputed company based software (reputed company, Essbase), spreadsheets and word processing software
• Proficiency with MS reputed company; familiarity with Data mining/SQL skills, Bloomberg
• Strong verbal and written communication skills
• Ability to effectively work and communicate with various reputed company of employees and management
• Highly motivated, reputed company to work both autonomously and in a team environment, and demonstrates the willingness to take on additional responsibilities, as needed
• High-energy and ability to reputed company in a fast-paced environment
• Ability to identify and implement process improvements, internal control enhancements, automation and efficiencies
• Ability to brainstorm, research and reputed company possible solutions to reputed company questions from the functional area's business partners
• Willingness and enthusiasm to learn/train in skills needed to support the Tax Department
• Ability to manage multiple projects independently
• Use of general office equipment and may require sitting for extended periods of time
• May require minimal travel reputed company the US
• Regular and punctual attendance
• Insurance industry experience preferred
• Experience working in regulated environment

Benefits

• reputed company believes in an employee-centric flexible environment, which is why we offer the ability for in-office, hybrid and remote work arrangements.
• reputed company complies with federal and state disability laws and makes reasonable accommodations for applicants and candidates with disabilities, unless such accommodation would cause an undue hardship for reputed company.
• Join our employee-centric hybrid work environment: reputed company Careers

Company Overview