Tax Analyst Investments
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Job Location:
Houston, MS - USA
Monthly Salary:
Not Disclosed
Posted on:
19 hours ago
Vacancies:
1 Vacancy
Job Summary
Location: Houston TX office
Hybrid (4:1)
What We Offer
- Competitive salary and employee benefit package
- Strong learning culture
- Growth perspectives
- 6% 401K match
- 20 days of PTO and 2 Floating Days
- Paid parental leave
- An opportunity to love what you do
Make an Impact as a Tax Investment Analyst
Tokio Marine HCC is a leading specialty insurance group with offices in the United States the United Kingdom Spain and Ireland transacting business in approximately 180 countries and underwriting more than 100 classes of specialty insurance. Tokio Marine HCC products and capabilities set the standard for the industry and many of the Companys almost 3000 employees are industry experts.
Do you want to be part of a highly collaborative and professional Tax team If you have a passion for accounting and tax and are ready for a rewarding new challenge with career growth opportunities then we have an exciting opportunity for aTax Investment Analystin our Corporate Headquarters located in Houston TX.
Job Summary
The Tax Investment Analyst will be an integral part of the tax team responsible for ensuring accurate tax compliance reporting and planning for a large consolidated multinational group of entities with various investment portfolios. This role requires a strong understanding of tax laws and accounting principles as they relate to investments and the ability to collaborate cross-functionally with investment accounting and legal teams. The analyst will also complete special projects as requested. They will work closely with other employees in the tax department and will report to the Tax Manager.
Key Responsibilities
- Tax Compliance & Reporting:Prepare and/or review a variety of federal state local and international tax returns and informational filings related to investments (e.g. FormsK-1s K-3s etc.).
- Investment Transaction Analysis:Review and analyze new and existing investment transactions (securities partnerships PFICs CLOs other derivatives real estate) to determine the correct tax treatment and ensure accurate operational processing.
- Tax Provisions & Estimates:Assist with the preparation of quarterly and annual tax provisions for financial statement reporting (e.g. ASC 740 IFRS)
- Tax Basis Maintenance:Ensure accurate tax basis is maintained for all investments understanding and analyzing differences between tax basis and GAAP or Statutory accounting bases.
- Research & Planning:Conduct research on complex tax issues and stay current with changes in tax laws and regulations affecting investments to identify tax savings/ tax credits and recommend strategies to Tax Director.
- Audit Support:Assist with internal and external audits including gathering necessary financial information and responding to inquiries from tax authorities (e.g. IRS).
- Process Improvement:Proactively identify and implement process improvements increase automation and enhance digital analytics within the tax function.
- Collaboration:Liaise with internal departments including investments treasury and accounting.
Requirements
- Education:Bachelors degree in Accounting Finance or a related field is required. A Masters degree in Taxation or Accounting is a plus.
- Experience:Two years of relevant tax experience preferably within public accounting or the financial services/investment management industry with experience in corporate tax rules.
- Licenses/Certifications:CPA designation or completed parts is strongly preferred.
- Technical Skills:
- Proficiency in Microsoft Office Suite especially advanced Excel skills.
- Experience with tax preparation software (e.g. OneSource Tax Provision and OneSource Income Tax) and investment systems platforms is highly desirable.
- Familiarity with data management and automation tools is a plus.
Overtime hours may be required
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Required Experience:
IC
Key Skills
- Tax Experience
- Accounting Software
- GAAP
- QuickBooks
- Accounting
- Sage
- Account Reconciliation
- Analysis Skills
- Research Experience
- SOX
- Microsoft Excel
- Financial Analysis
About Company
Specialty Group boasts a product suite that provides coverage for a myriad of needs within the sports, entertainment, travel, and hospitality industries. Our robust portfolio and global presence helps insureds take on incredible challenges without assuming incredible financial risks.
