Lead Tax Analyst – STAT

Role Overview

• Prepare and/or review Statutory income tax accounting and reporting (current and deferred), including analytics.
• Collaborate with the Investment tax team to ensure all STAT/tax investment adjustments are accounted for and incorporated into provision workbooks.
• Responsible for timely reporting of monthly, quarterly and annual tax requirements for Statutory reporting.
• Lead the preparation of tax basis balance sheets for insurance companies in accordance with SSAP101.
• Performs internal controls and assists in maintenance of evidence of controls.
• Responsible for communicating with auditors and providing requested information as needed.
• Responsible for managing preparation and review of federal income tax returns and estimates.
• Collaborate with strategy team to analyze new transactions as needed.
• Manage and maintain tax software systems including user access, configuration, updates, and troubleshooting.
• Support implementation and upgrades of tax technology tools and systems.
• Identify and execute process improvements through automation and system enhancements.
• Provide training and support to tax department staff on tax technology systems.

Requirements

• Bachelor’s degree in Accounting or equivalent degree.
• Certified Public Accountant or eligible to sit for the CPA exam
• preferred.
• Demonstrated working knowledge of tax accounting principles.
• 5+ years’ experience required working in corporate tax environment or public accounting firm.
• Knowledge of tax software systems; including web-based tax compliance and tax research systems.
• Insurance industry experience is preferred.
• Experience working in regulated environment.

Benefits

• Health insurance
• Flexible working hours
• Paid time off
• Professional development opportunities
• Employee-centric flexible environment