About this role
This role manages daily operations for an investment tax portfolio, focusing on tax provision, compliance, and deferred tax processes. The Investment Tax Manager will provide technical guidance, improve data integrity and controls, coordinate work across tax staff, and support external auditors.
Key Responsibilities
- Execute tax provision (ASC 740), compliance, and deferred tax reconciliation for investment assets
- Provide technical tax guidance and resolve technical issues independently
- Identify and resolve data integrity issues and implement proactive error detection
- Coordinate workflows and priorities across tax staff for multiple investment portfolios
- Partner with external auditors and lead process improvements to reduce risk and enhance controls
Technical Overview
The technical scope centers on ASC 740 tax provision work for life insurance investment assets, including securities, bonds, partnerships, derivatives, and real estate. The role requires strong tax technical research, reconciliations, data integrity/error detection, and coordinated workflow management for provision and compliance deliverables.
Ideal Candidate
The ideal candidate is a senior-level tax professional with 7+ years of tax experience and at least 5 years of Income tax (ASC 740) provision experience. They are technically strong in investment tax provisions (including fixed income, partnerships, derivatives, and real estate), can handle compliance and deferred tax reconciliation end-to-end, and are comfortable supporting external auditors and improving controls.
Must-Have Skills
CPA certificationUndergraduate degree in Accounting/Finance or related field7+ years of tax experience from public accounting or financial services5+ years of Income tax (ASC740) provision experienceDrive day-to-day execution of tax provision (ASC 740)Deferred tax reconciliation processesTax compliance reviewsCoordinate workflow and priorities across technical tax staffPartner with external auditors during tax provision and compliance reviews
Nice-to-Have Skills
Big 4 tax advisory background with exposure to complex technical projectsInsurance or asset management industry experiencefamiliarity with life insurance company
Required Skills
tax provision (ASC 740)income taxdeferred tax reconciliationtax compliancedata integrityinvestment accounting systemserror detectioninvestment transaction analysistax planningexternal auditorsprocess improvementmentoring
Hard Skills
tax provision (ASC 740)income taxdeferred tax reconciliationtax complianceinvestment taxtax technical guidanceresearching technical issuesdata integrity issue resolutionerror detection processesinvestment accounting systemsinvestment transaction analysistax planningfixed incomepartnershipsderivativesreal estatementoring and developing tax professionalsexternal audit supporttax provision and compliance reviewsworkflow and prioritizationinternal controls and risk reductionproactive error detectionad hoc investment transaction analysis
Soft Skills
partner closely with senior leadershipability to execute in a fast-pacedcomplex environmentleadership capabilitiesprocess improvement mindsetmentorship and coachingcollaborationrelationship buildingindependent problem solvingdocumentation support
Certifications
Required
CPA (Certified Public Accountant)
Keywords for Your Resume
Investment Tax Manager - ProvisionsInvestment Tax Managertax provision (ASC 740)ASC 740Income tax (ASC740) provisiondeferred tax reconciliationtax complianceprovisionsinvestment tax portfoliofixed incomesecuritiesbondspartnershipsderivativesreal estatedata integrityinvestment accounting systemserror detectiontechnical tax guidanceresearching and resolving moderately complex technical issuesworkflow and prioritiesad hoc investment transaction analysistax planningexternal auditorstax provision and compliance reviewsprocess improvementcontrolsmentoringtax provisionIncome tax provisionCPA
Deal Breakers
CPA certification, 7+ years of tax experience from public accounting or financial services, 5+ years of Income tax (ASC740) provision experience
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