Manager, Tax – Investments - Remote

Overview

The Manager, Tax – Investments is responsible for the management of investment taxation, serving as a subject matter expert and managing an investment tax team.

In Short

• Lead tax function for fixed maturity, equity securities, and derivatives.
• Ensure accuracy of investment tax calculations and adjustments.
• Oversee data quality and integrity of investment tax data.
• Deliver investment tax compliance workpapers for tax returns.
• Drive process improvements in tax accounting and compliance.
• Build relationships with external partners.
• Collaborate on investment tax basis ledger implementation.
• Ensure proper internal controls are performed.
• Mentor staff and manage contractors.
• Stay current on tax accounting principles.

Requirements

• Bachelor’s degree in Accounting or equivalent.
• Certified Public Accountant required.
• 7 years of tax experience, with 2 years in corporate tax or public accounting.
• 3 years of investment-related tax experience.
• Insurance industry experience is a plus.
• Experience in regulated environments.

Benefits

• Flexible work environment (in-office, hybrid, remote).
• Employee-centric culture.
• Opportunities for professional development.
• Supportive team environment.
• Competitive compensation.