Senior Investment Tax Analyst

This is a fully remote position, open to applicants in United States.

📋 Description

• The Senior Investment Tax Analyst will primarily focus on investment taxation responsibilities.

• This role involves preparing all aspects of income tax accounting and compliance for F&G’s investment portfolio, which includes bonds, fixed maturities, and preferred stocks.

• Conduct and/or review monthly tax investment data procedures to ensure reasonable and accurate tax results for assets monitored within Clearwater.

• Generate income tax adjustment calculations and workpapers, including reconciliations and period-over-period analytics, for inclusion in the quarterly current income tax provisions.

• Prepare workpapers and reconciliations to support the tax basis and deferred tax assets reported on the tax basis balance sheet for both life and non-life entities under ASC-740 and SSAP101.

• Develop income tax adjustment calculations and workpapers to support the Federal income tax returns for the company’s life and non-life entities.

• Actively participate in meetings regarding new investment processes alongside the tax planning team.

• Collaborate with fellow members of the investment tax team to create forecasting and projection procedures for invested assets within scope.

• Assist in the maintenance, testing, and updating of custom tax fields, tag aggregates, and tax reports within Clearwater.

• Conduct the quarterly tax impairment analysis, including the analysis and documentation of a security’s eligibility for a partially worthless bad debt deduction.

• Provide support for ongoing modernization initiatives within the investment tax function and the broader tax department, including automation efforts related to monthly tax data review processes, tax basis ledger, and investment deferred tax rollforwards.

⛳️ Requirements

• Bachelor’s Degree in Accounting or Finance.

• Over 2 years of relevant experience in a related field or a combination of experience with a professional designation (CPA, CFA, CIA, CISA, etc.) is preferred.

• Experience in the insurance industry is preferred.

• Familiarity with working in a regulated environment.

• Proven working knowledge of tax accounting and/or general accounting principles.

• Demonstrated experience with tax accounting software systems.

• Strong analytical skills with a keen attention to detail and accuracy.

• Excellent organizational and prioritization abilities.

• Proficient in computer usage, including tax and accounting software (Clearwater, Essbase), spreadsheets, and word processing software.

• Proficient in MS Excel, with familiarity in data mining/SQL skills and Bloomberg.

• Strong verbal and written communication skills.

• Ability to effectively communicate and work with various levels of employees and management.

• Highly motivated, capable of working both independently and as part of a team, with a willingness to take on additional responsibilities as needed.

• High-energy individual who thrives in a fast-paced environment.

• Capable of identifying and implementing process improvements, internal control enhancements, automation, and efficiencies.

• Ability to brainstorm, research, and provide potential solutions to ad hoc inquiries from business partners in the functional area.

• Willingness and enthusiasm to learn and train in skills necessary to support the Tax Department.

• Capability to manage multiple projects independently.

🏝️ Benefits

• Work Environments: F&G promotes an employee-centric flexible environment, offering options for in-office, hybrid, and remote work arrangements.

• F&G adheres to federal and state disability laws, providing reasonable accommodations for applicants and candidates with disabilities, unless such accommodations would impose an undue hardship on F&G.