Sr. Insurance Tax

Fidelity & Guaranty Life Insurance Company

Job Location:

Des Moines, IA - USA

Monthly Salary: Not Disclosed

Posted on: 30+ days ago

Vacancies: 1 Vacancy

The job posting is outdated and position may be filled

Job Summary

Summary

The Senior Tax Analyst position will have primary responsibility for assisting with stock basis analysis Earnings & Profit analysis tax reporting obligations to external shareholders as well as business plan support. The successful candidate will work with the AVP Tax in providing timely analysis and documentation with regard to various tax research and will also be involved tax analysis surrounding any corporate transactions (acquisitionsdispositions) as well as tax special projects.

Organization

The Senior Tax Analyst will report to the AVP Tax and will not have supervisory responsibility.

Duties and Responsibilities

Stock Basis and E&P Reports:
- Prepare final and estimated annual Earnings & Profits calculation
- Prepare tax return forms (i.e. Formetc.) elections and statements associated with intercompany distributions
- Prepare annual Stock Basis Calculation and related tax return filings
- Prepare interim stock basis calculations as needed
- Prepare quarterly Earnings & Profits calculations
- Serve as a tax department contact person in maintain intercompany transactions listing within the Company
- Analyze tax impact of all the intercompany contributions and distributions
- Coordinate tax reporting obligations associated with external shareholder reporting (i.e. Forms 1099 etc.) and review forms as prepared by external parties
- Analyze tax impact of all the distributions made to external shareholders

Participates in special projects as assigned such as:
- Assist with Annual Business Plan Calculations
- Will Identify opportunities to maximize process efficiencies
- Assist in analysis and data gathering associated with different due diligence requests and other Companys initiatives and projects
- Analyze interpret compute and document various tax positions taken (i.e. compensation related adjustments as well as others)
- Will assist with tax compliance as needed
- Will collaborate with other tax department members in determining tax consequences of entering into reinsurance arrangements
- Will provide tax technical analysis on specific new investment to identify potential tax concerns of proceeding with such investments
- Other duties as assigned

Experience and Education Requirements

Minimum of 4 years of experience required working in a corporate tax environment or public accounting firm
Bachelors degree in accounting and CPA or CPA candidate
Insurance industry experience (life annuity reinsurance) is a plus
Experience in operating in a SOX controlled environment including controls documentation
Ability to promptly acquire an understanding of the organizations operations and its tax accounting systems and ability to meet deadlines and work independently
This position requires solid technical skills with respect to the interpretation and application of various technical matters in the accounting compliance areas within the Insurance industry

Skills and Abilities

Strong analytical skills with a high level of accuracy and attention to detail
Strong organizational and prioritization skills
Strong capabilities required in MS Excel; WS Word and other software packages
Strong verbal and written communication skills
Ability to effectively work and communicate with various levels of employees and management

Highly motivated able to work both autonomously and in a team environment and demonstrates the willingness to take on additional responsibilities as needed
High-energy and ability to thrive in a fast-paced environment

Willingness and enthusiasm to learn/train in skills needed to support the Tax Department
Independently manage multiple projects

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Additional Information

Work Environments

F&G believes in an employee-centric flexible environment which is why we offer the ability for in-office hybrid and remote work arrangements. During the hiring process youll work with your leader to decide what works best for your role.

F&G complies with federal and state disability laws and makes reasonable accommodations for applicants and candidates with disabilities unless such accommodation would cause an undue hardship for F&G. If reasonable accommodation is needed to participate in the job application or interview process please contact

Join our employee-centric hybrid work environment: F&G Careers

About F&G

Since 1959 Fidelity & Guaranty Life Insurance Company (F&G) has offered annuity and life insurance products to those who are seeking security in retirement and protection during lifes unexpected events.

As a national Top Workplace¹ an Iowa Top Workplace² and a proud equal opportunity employer F&G team members are empowered collaborative dynamic and authentic. We believe that by embracing these values we will continue to build and strengthen the company while continuing to be a great place to work.

¹Top Workplaces USA

²Des Moines Register Top Workplaces

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Required Experience:

Senior IC

Summary The Senior Tax Analyst position will have primary responsibility for assisting with stock basis analysis Earnings & Profit analysis tax reporting obligations to external shareholders as well as business plan support. The successful candidate will work with the AVP Tax in providing timely ana...