Financial Planning and Analysis

• Serve as a tax technical expert in tax accounting and tax compliance for alternative investments and derivatives.
• Oversee tax function for the partnership investments, investments in disregarded entities, mortgage loan investments and derivatives held by the Company.
• Responsible for operationalizing all new investments and collaborating with Director, Investment RAP in developing and implementing the Investment tax strategy and process for the organization.
• Oversee partnership AFSI adjustments for CAMT and stay current with tax law changes in CAMT.
• Oversee foreign tax credit calculation and ensure accurate tax forms are completed for tax returns.
• Responsible for the accuracy of investment tax calculations and adjustments included in the Company’s current income tax provisions, the accuracy of tax basis for invested assets, and the accuracy of the investment deferred tax assets as determined under ASC 740 and SSAP 101 for the company’s alternative investment portfolio, including partnership investments, investments in disregarded entities, mortgage loan investments , and derivatives. Ensure accurate deferred tax inventory is maintained for investments in OTP.
• Oversee timely and accurate delivery of investment tax compliance workpapers and specified Federal forms for life and non-life entity tax returns and life/non-life consolidated return.
• Proactively identify and implement process improvements, increase automation, and enhance digital analytics using existing and emerging technology solutions.
• Build and maintain relationships with key partners, including cross-functional teams, Clearwater and asset managers
• Coordinate and oversee investment tax deliverables for quarterly business plan updates.
• Oversee that proper internal controls are performed.
• Participate in relevant internal meetings with Investment, Investment Accounting, and Tax department personnel, including new investment onboarding (RAP) meetings.
• Provide support and mentor to staff ; assist in managing contractors

Director, Tax Investments

Engineering Manager – Finance

Senior Financial Analyst – Corporate FP&A

Vice President, Finance and Accounting

Accounting Intern

Manager, Value Creation & Investments – Private Equity