Responsibilities
* Manage tax compliance activities performed by Big 4 Firms via a co-sourcing arrangement relating to preparation and review of (i) quarterly and annual GAAP (and where applicable STAT) financial provisions and disclosures for the organizations insurance and noninsurance companies, partnerships and other pass thru entities, (ii) quarterly calculations of federal and state taxable income estimates and related partnership distributions, and (iii) federal and state income, premium and information tax returns for corporate, partnership and other pass thru entities.
* Interpret, apply and implement tax-related accounting standards and associated disclosures; research tax positions and prepare tax memoranda for financial tax and income tax accounting purposes; evaluate current tax requirements and the impact of legislation and rulings on the Group's tax return positions.
* Manage quarterly communications to individual partners of Group's partnership entities and respond to partner questions, track changes in entity ownership and maintain distribution documentation.
* Participate in partnership and investment fund structuring as the Group grows its asset management business (e.g., onboarding of new entities, new partners and related tax planning).
* Manage several of the organizations Tax's continuing modeling projects, including Tax's contributions to the Group's 5 Year Plan and Embedded Value Measurement workstreams, and other income tax forecasting modelling work relating to strategic tax planning and potential M&A transactions.
* Partner with Tax colleagues to (i) identify, assess and implement federal and state savings strategies, (ii) address tax accounting and reporting aspects of transactions and ongoing tax audits, and (iii) prepare the Group's information tax returns (e.g., FATCA, CRS, CbC, W-8s and W-9s).
* Partner with Chief Tax Officer to (i) develop and maintain the companies' tax deliverables in one easy centralized and accessible tax calendar management system, and (ii) implement tax technology solutions to automate Tax's processes relating to (a) tax return and provision preparation and (b) partnership tax reporting and distributions.
Qualifications
* Bachelor's Degree in Accounting of Finance; CPA strongly preferred.
* Significant tax experience with financial and asset management service industries, corporations and partnerships.
* Minimum eight (8) years of tax reporting and compliance experience in the insurance and asset management industries, or in similar practices of a major public accounting firm.
* Extensive technical knowledge and experience with (i) insurance company taxation, (ii) partnership and CLO taxation, (iii) tax accounting (ASC 740 and SSAP 101), (iv) consolidated return rules and regulations, (v) FATCA/CRS and BEPS reporting, and (iv) ECI and FDAP information reporting.
* Strong time management, prioritization and organizational skills.