Tax Analyst

3 days ago

West Des Moines, Iowa, United States Sammons Financial Group Full time
Job Title: Sr Tax Analyst

At Sammons Financial Group, we are seeking a highly skilled Sr Tax Analyst to join our team. As a Sr Tax Analyst, you will play a critical role in ensuring the accuracy and compliance of our tax filings and financial reports.

Key Responsibilities:
  • Prepare and review GAAP income tax provisions and deferred balance sheets in accordance with ASC 740.
  • Prepare and review Statutory income tax provisions and SSAP 101 reporting for life insurance entities.
  • Prepare and review federal and state income tax returns and estimated payments for life and non-life entities in the group.
  • Prepare investment related schedules for the corporate income tax returns for accurate investment income and capital gain/loss reporting.
  • Communicate with external auditors and provide requested information as needed.
  • Initiate tax software automation and process improvements.
  • Assist in analysis of new transactions and investments as needed.
  • Perform tax research and make recommendations based on analysis.
  • Summarize foreign information reporting requirements for corporate tax returns to include Forms 926, 5471, 8865, 8991, 8992 and 8993.
  • Calculate tax basis of Sammons Financial Group Companies' balance sheet (including investments).
  • Analyze tax aspects of new reinsurance treaties; assist general accounting and actuarial teams in analyzing the impact of taxes in capital and product pricing models.
Requirements:
  • Bachelor's Degree in Accounting, Finance, Business or other related field.
  • Minimum 5 years' experience working in corporate tax environment or public accounting firm.
  • Previous experience in life insurance taxation (i.e. Subchapter L of the IRC).
  • Experience with tax accounting principles under US GAAP and National Association of Insurance Commissioners (NAIC) statutory accounting.
  • Experience with tax accounting, compliance and financial reporting for investments including partnerships, bonds, stocks, structured securities, hedging, derivatives, real estate, mortgages and debt instruments.
Preferred Qualifications:
  • Intermediate level tax technical skills in corporate income tax, consolidated groups, and complex life insurance entities (including offshore captive insurance companies).
  • Demonstrated in-depth understanding of life insurance company statutory and GAAP financial reporting.
  • Effective written and oral communication skills with an engaging and approachable style.
  • Advanced Microsoft Office Excel skills; working knowledge of other Microsoft Office applications.
  • Proven ability to prioritize and handle multiple complex tasks in a fast-paced environment.
  • Advanced skills with Accounting for Income Taxes under ASC 740 and/or SSAP 101.
  • High degree of analytical skills.
  • Excellent attention to detail with a high level of accuracy.
  • Demonstrated ability to research and apply tax laws and financial reporting standards.
  • Proficient in corporate tax return preparation software (OneSource experience preferred).
  • Basic knowledge of internal controls over financial reporting.
  • Desire to attain or enhance insurance-industry specific accounting, finance and tax skills.
  • Driven, team-oriented individual interested in working in a high-performance culture.
  • Process improvement mindset.
  • Critical thinking and problem-solving skills with the courage to challenge existing processes.
What We Offer:
  • Competitive benefit package that includes: Health, Dental, Vision, Company Paid Retirement, PTO and Holiday Pay.
  • Our Employee Stock Ownership Plan (ESOP) is a 100% company-funded retirement plan, so you can save for retirement without contributing a penny of your own paycheck.
  • Healthy balance between work and personal lives. Friday afternoons off all year long, competitive PTO, and generous number of paid holidays.
  • Our incentive program for defined goals subject to eligibility and performance. Monetary rewards are based on individual and/or overall company performance.
  • Colleagues who support one another, model our core values, and drive our healthy, high-performing culture.
Work Authorization/Sponsorship:

At this time, we're not considering candidates that need any type of immigration sponsorship now or in the future or those needing work authorization for this role.

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