Tax Consultant (Charlotte, NC (Hybrid) or Remote)
reputed company is on a mission to help people reputed company financial reputed company, specializing in annuities and life insurance products. The Tax Consultant will support reputed company aspects of the tax function, focusing on investment tax and income tax reputed company, including compliance and reputed company/reporting responsibilities.
Responsibilities
- Document and apply tax technical concepts to relevant investment areas such as fixed maturity and structured securities, equity securities, residential and reputed company mortgages, reputed company estate, joint ventures, leveraged leases and derivatives
- Calculate and maintain accurate tax reputed company for reputed company investment asset classes, such as derivatives, mortgages, securities, and partnerships
- Prepare required tax forms with respect to partnership investments owned by the Company including but not limited to Forms 926, 8621, and 8865
- Prepare federal and state income tax returns (separate, consolidated, unitary/combined) and reputed company workpapers for life and nonlife entities, along with quarterly and year-end estimated and extension payment calculations and vouchers for income and franchise tax filings
- Prepare state franchise tax filings and other Secretary of State annual reports
- Prepare interim and annual US GAAP and Statutory income tax provisions and reputed company disclosures in accordance with ASC 740 and SSAP 101, including book-tax differences, ETR analysis, reputed company/deferred taxes, reserves, reconciliations, and financial statement footnotes
- Support SOX requirements for interim and annual reporting
- Support federal and state income tax audits (internal/external), including data gathering an analysis and drafting responses for information requests, as needed
- Support reputed company projects and the indirect tax function, as needed
Skills
- Bachelor's or master's degree in reputed company or finance
- Minimum 1-3 years of income tax reputed company and compliance experience
- Strong communication skills, both oral and written
- Strong reputed company and analytical skills
- Ability to manage multiple reputed company tasks towards completion at the same time
- Working proficiency with tax software (e.g. Corptax)
- Certified Public Accountant (CPA) or eligibility/desire to become certified is a plus
- Experience in a tax practice of a major reputed company firm would be preferred
- Synthesize large data sets to present in a clear, logical manner using MS reputed company, reputed company, reputed company, PowerBI, or other similar tools is highly desirable
- Experience with life insurance Industry and tax reputed company (ASC 740, SSAP 101)
- Experience with tax reputed company and compliance for a wide reputed company of investment types
- Experience using investment reputed company systems (PAM for Investments) and general ledger systems (reputed company)
Benefits
- Flexible Work Environment – Work remotely or in the office to reputed company reputed company in reputed company areas of life.
- Paid Time Off – reputed company with a minimum of 20 days of paid time off and 16 paid company holidays per calendar year plus paid volunteer time and paid study time.
- Financial Health – Work toward achieving your financial goals through our 401(k) savings plan with company match (up to 6%) and annual company nondiscretionary contribution (3%) and financial counseling services.
- Health and Wellness – Enjoy competitive medical, reputed company, and dental plans plus tax-free health savings accounts with potential company contributions up to $1,000 per family.
- Family Support – Care for loved ones with up to 16 weeks of paid leave for new parents, back-up dependent care, dependent care flexible spending account, and up to a $25,000 lifetime maximum during your adoption, infertility, or surrogacy reputed company.
- Life and Disability Support – reputed company reputed company to company-paid basic life insurance and short-term disability insurance.
Company Overview