Tax Compliance & Reporting Manager - Investments

5 - 7 years experience  •  Financial Services

Salary depends on experience
Posted on 11/22/17
5 - 7 years experience
Financial Services
Salary depends on experience
Posted on 11/22/17



We are a global financial institution seeking an experienced tax professional to assume the responsibilities for managing our investment system for tax and ensuring our accounting for income taxes and federal income tax compliance for those investments are operating effectively and efficiently. The successful candidate will join a team of tax professionals who are responsible for all tax accounting and compliance for the company.


  • Manage our investment system (ePAM) for tax
  • Research and document tax positions and accounting issues
  • Understand and work with complex financial transactions and report the impacts of such transactions for GAAP, Statutory and Tax accounting purposes
  • Develop expertise and participate in cross training of other members of the Tax Department


  • BA/BS in Accounting
  • CPA
  • Solid understanding of US taxation of investments
  • 5 - 10 years of experience in US taxation of investments in a large corporate function
  • Outstanding written and oral communication skills
  • Ability to identify tax technical issues, research, analyze and document conclusions or recommendations
  • Ability to read, interpret and summarize technical standards, tax and legal documents
  • Demonstrated ability to solve technical tax or accounting issues in a fast-paced environment and to communicate tax or accounting requirements effectively to a non-technical audience
  • Experience with Tax, GAAP and STAT accounting principles
  • Expertise with Excel, Word and PowerPoint software


  • 4-7 years of tax experience with a US insurer
  • 4-7 years of experience with ePAM or similar investment software

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