Director, Tax Investments

Director, Tax Investments

The Director, Tax Investments will be a subject matter expert with primary responsibilities in investment taxation. This position will be responsible for all facets of income tax accounting, income tax compliance, tax data quality, and tax reporting for F&G's Alternative Investment portfolio, including partnership investments, investments in disregarded entities, mortgage loan investments, and derivatives portfolios.

The Director, Tax - Investments will report to the AVP, Tax and will have direct reports.

Duties and responsibilities include :

• Serve as a tax technical expert in tax accounting and tax compliance for alternative investments and derivatives.
• Oversee tax function for the partnership investments, investments in disregarded entities, mortgage loan investments, and derivatives held by the Company.
• Responsible for operationalizing all new investments and collaborating with Director, Investment RAP in developing and implementing the Investment tax strategy and process for the organization.
• Oversee partnership AFSI adjustments for CAMT and stay current with tax law changes in CAMT.
• Oversee foreign tax credit calculation and ensure accurate tax forms are completed for tax returns.
• Responsible for the accuracy of investment tax calculations and adjustments included in the Company's current income tax provisions, the accuracy of tax basis for invested assets, and the accuracy of the investment deferred tax assets as determined under ASC 740 and SSAP 101 for the company's alternative investment portfolio.
• Oversee timely and accurate delivery of investment tax compliance workpapers and specified Federal forms for life and non-life entity tax returns and life / non-life consolidated return.
• Proactively identify and implement process improvements, increase automation, and enhance digital analytics using existing and emerging technology solutions.
• Build and maintain relationships with key partners, including cross-functional teams, Clearwater, and asset managers.
• Coordinate and oversee investment tax deliverables for quarterly business plan updates.
• Oversee that proper internal controls are performed.
• Participate in relevant internal meetings with Investment, Investment Accounting, and Tax department personnel, including new investment onboarding (RAP) meetings.
• Provide support and mentor to staff; assist in managing contractors.

Experience and education requirements include :

Knowledge, skills, and abilities include :

Other requirements include :