Senior Associate, Legacy Tax Accountant

The individual in this role will report to the AVP, Legacy Tax, and will be responsible for preparation and review of quarterly and annual tax provisions, tax filings, and maintenance of corresponding tax records.  The individual in this role will also provide support with internal control frameworks and assistance with special projects.

 

What you will do:

• Preparation of insurance quarterly and annual tax provisions and disclosures under ASC 740 and SSAP 101
• Preparation and review of non-insurance quarterly and annual tax provisions and disclosures under ASC 740
• Review and compile data requests for third party premium tax provider related to premium tax returns for insurance entities
• Prepare insurance Federal and State income tax return workpapers
• Preparation and review non-insurance Federal and State income tax return workpapers
• Preparation and review of sales and use tax returns and other non-income tax filings
• Preparation and review of Forms 1099
• Assist with requests from U.S. tax service providers
• Develop a working knowledge of the tax profile for the Fortitude Re group
• Assist with general tax planning and other ad-hoc projects, as requested

 

What you will have:

• A CPA or Masters of Tax preferred
• 2 to 4 years of experience in a corporate tax department or Big 4 audit firm
• Insurance tax experience and familiarity with tax issues for multinational financial institutions preferred, but not required
• Investment tax experience preferred, but not required
• Experience with CorpTax preferred, but not required
• Must be a self-starter, a problem solver, and possess a willingness to grow and develop
• Must possess efficiency, honest/integrity, organizational and planning skills
• Must follow-through on commitments; be intelligent, and possess strong analytical skills
• Attention to detail, proactive, flexibility/adaptability, and enthusiastic
• Strong work ethic, listening skills, openness to criticism and new ideas
• Excellent written and verbal communication skills
• Contribute to a collaborative team environment and work effectively with lead tax teams and other departments in Fortitude Re and its outside advisors

The base salary range for this role is $90,000- $110,000 will be commensurate with candidate experience. Pay ranges for candidates may differ based on the cost of labor in that location. In addition to base salary, all employees are eligible for an annual bonus based on company and individual performance as well as a generous benefits package.