• 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.

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