Drive day-to-day execution of tax provision (ASC 740), compliance, and deferred tax reconciliation processes across all investment asset classes, ensuring accuracy and timeliness of deliverables
Provide technical tax guidance to team members on investment taxation matters, researching and resolving moderately complex technical issues independently
Identify and resolve data integrity issues within investment accounting systems; develop and execute proactive error detection processes to improve accuracy of tax results
Coordinate workflow and priorities across technical tax staff covering fixed income, partnerships, derivatives, and real estate portfolios
Support ad hoc investment transaction analysis and tax planning, coordinating with tax planning, legal, investment management, and external partners
Partner with external auditors during tax provision and compliance reviews, addressing technical inquiries and supporting documentation requests
Identify process improvement opportunities and lead initiatives to increase efficiency, reduce risk, and enhance controls
Mentor and develop tax professionals, providing coaching and fostering professional growth across the team
Represent the investment tax function in cross-functional meetings and build strong relationships across finance, investments, and operations

Requirements

CPA certification
Undergraduate degree in Accounting/Finance or related field
7+ years of tax experience from public accounting or financial services
5+ years of Income tax (ASC740) provision experience
10+ years of tax experience with demonstrated career progression
Big 4 tax advisory background with exposure to complex technical projects
Insurance or asset management industry experience; familiarity with life insurance company taxation
Strong understanding of corporate tax provision (ASC740) and tax compliance processes
Hands-on experience with tax technology platforms, ERP systems, or system implementation projects
Experience managing, mentoring, or leading tax professionals (formal or informal)
Strong analytical skills with ability to identify data issues and develop solutions
Demonstrated ability to manage multiple priorities and deliver results under tight deadlines
Project management experience or certification

Benefits

Access to learning content on Degreed and other informational platforms
Networking opportunities including access to Asian, Hispanic/Latinx, African American, women, LGBTQ, veteran and disability-focused Business Resource Groups
Flexible working hours
Health insurance
Retirement plans
Paid time off

Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard skills

tax provisionASC 740deferred tax reconciliationinvestment taxationdata integrityerror detectiontax planningcorporate tax complianceanalytical skillsproject management

Soft skills

mentoringcoachingrelationship buildingproblem solvingprioritizationtime managementleadershipcommunicationteam collaborationprocess improvement

Certifications

CPA