Remote Otter LogoRemoteOtter

Head of Tax - Remote

Posted 2 weeks ago

Overview

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.

Benefits

  • Excellent career progression and competitive compensation.
  • Health/dental insurance.
  • Parental leave.
  • Profit sharing.
  • 401(k) with incentive/bonus opportunity.
  • Tuition reimbursement.
  • Collaborate with smart, creative professionals.
  • Deliver cutting-edge technologies and deeper data insights.
  • Transform how insurance is done.
  • Equal Opportunity employer committed to a diverse workforce.

Similar Jobs:

The Voleon Group logo

Head of Tax - Remote

The Voleon Group

6 weeks ago

Join Voleon as the Head of Tax, leading tax strategy and initiatives within a collaborative and innovative finance technology company.

TAX Strategy
Corporate TAX
Fund-level TAX
TAX Planning
USA
Full-time
Finance / Legal
The National Football League logo

Head of Tax - Remote

The National Football League

14 weeks ago

The Head of Tax will lead the NFL's tax strategy and compliance efforts, overseeing both US and international tax matters.

TAX Planning
TAX Compliance
TAX Accounting
Federal Taxation
Worldwide
Full-time
Finance / Legal
$185,000 - $215,000 USD
CoreWeave logo

Global Head of Tax - Remote

CoreWeave

1 week ago

CoreWeave is seeking a Global Head of Tax to lead its tax department and ensure compliance while optimizing tax strategies.

TAX Planning
TAX Compliance
TAX Audits
Leadership
USA
Full-time
Finance / Legal
$245,000 - $325,000/year

The Head of Talent at Brale will develop and implement talent strategies to build a high-performing organization.

Talent Management
Performance Management
HR Strategy
Organizational Development
USA
Full-time
Human Resources
Twelve Labs logo

Head of Talent - Remote

Twelve Labs

13 weeks ago

Join Twelve Labs as the Head of Talent, leading recruitment strategies and building a high-performing talent team in a remote-friendly environment.

Talent Acquisition
Recruiting Strategy
Leadership
AI-related Roles
Worldwide
Full-time
Human Resources