Zinnia is the leading technology platform for accelerating life and annuities growth. With innovative enterprise solutions and data insights, Zinnia simplifies the experience of buying, selling, and administering insurance products. All of which enables more people to protect their financial futures. Our success is driven by a commitment to three core values: be bold, team up, deliver value – and that we do. Zinnia has over $180 billion in assets under administration, serves 100+ carrier clients, 2500 distributors and partners, and over 2 million policyholders.

In Short

Calculate and maintain partnership adjustments, including waterfall calculations and partner tax basis tracking.
Lead tax due diligence as needed, including evaluation of tax purchase price allocations, and recording of tax accounting journal entries.
Coordinate preparation of federal, state, and local tax returns and supporting schedules.
Prepare and/or review tax workpapers to support tax filings (book/tax adjustments and reconciliations, state apportionment compilation, etc.).
Review, analyze, and recommend automation for calculating partnership tax adjustments and tracking differences in book and tax basis.
Calculate quarterly partner distributions, as needed.
Coordinate with other members of the Finance Group on quarterly tax provisions, including related reporting disclosures and management reports.
Lead tax planning initiatives, research and document technical tax issues.
Monitor developments in applicable areas of tax law to determine the impact on the Company’s tax return position.
Manage and facilitate tax audits of Company entities and respond to tax notices.

Requirements

Bachelor’s degree in Accounting or Finance or related discipline/equivalent experience.
CPA and/or master’s degree in Accounting or Taxation preferred.
12-15 years of experience in public accounting or in a large corporate environment.
Strong technical background in review and preparation of partnerships.
Working knowledge of special allocations and capital accounts under Section 704.
Prior experience with M&A and related tax due diligence, a plus.
Knowledge of foreign branch taxation, a plus.
Strong technical knowledge of Generally Accepted Accounting Principles (GAAP) and GAAP audits.
Knowledge of Oracle NetSuite, a plus.
Excellent analytical, problem-solving skills and presentation skills including advanced Microsoft Office Suite skills.