Job Level
Senior
About the role
- Prepare and/or review Statutory income tax accounting and reporting (current and deferred), and perform taxable income analysis for the management’s review.
- Collaborate with the Investment tax team to ensure all STAT/tax investment adjustments are accounted for and incorporated into provision workbooks.
- Responsible for timely reporting of monthly, quarterly and annual tax requirements for Statutory reporting.
- Lead the preparation of tax basis balance sheets for insurance companies in accordance with SSAP101.
- Performs internal controls and assists in maintenance of evidence of controls.
- Responsible for communicating with auditors and providing requested information as needed.
- Responsible for managing preparation and review of federal income tax returns and estimates.
- Review check requests and wire payments for federal and state payments.
- Detail review of Life Entities’ Federal Tax Return.
- Performs tax research and makes recommendations based on analysis.
- Assist with federal, state, and local taxing authority inquiries and audits.
- Lead role with tax software automations and updates and maintenance as needed.
- Responsible for identifying and implementing automation and modernization of tax processes that increases efficiency and reduces tax compliance and reporting cycle time. This position will play a key role in Finance Modernization enterprise initiatives.
- Assist in or lead tax projects as needed.
- Collaborate with strategy team to analyze of new transactions as needed.
Requirements
- Bachelor's degree required with preference in Accounting / Finance
- Minimum 5 years experience in related field or combination of experience with a professional designation (CPA, CFA, CIA, CISA, etc.) considered.
- Experience working in regulated environment.
- Insurance industry experience preferred
- Professional designation in related field preferred (CPA, CFA, CIA, CISA, etc.)
- Demonstrated working knowledge of tax accounting principles.
- Demonstrated knowledge of tax software systems.
- Successful candidate must have good financial diagnosis and analytical skills and function well in a team-oriented environment.
- Proficiency with Microsoft Office, particularly intermediate to advance proficiency with Microsoft Excel.
- Driven, team-oriented individual interested working in high performance culture.
- Process improvement mindset.
- Strong written and verbal communication skills.
- Demonstrated ability to take initiative and work independently.
- Critical thinking and problem-solving skills and courage to challenge existing processes.
- Strong Analytical and Intuitive skills
- Ability to handle multiple complex tasks & prioritize in fast paced environment.
- Self-directed individual who works well with teams.
- Embraces and demonstrates F&G’s cultural values.
- Ability to travel up to 10%.