Tax Manager
The Tax Manager is responsible for tax compliance, investor tax reporting, preparation of the worldwide quarterly tax provision, and various tax planning and analysis projects.
Job Responsibilities
Prepare and / or review U.S. federal and state income tax returns
Assist in the development of the company's Bermuda corporate income tax compliance processes and policiesPrepare and / or review Bermuda corporate income tax returnsCollaborate with external service providers in the preparation and review of Capital Partners investor tax reporting (Schedule K-1, Form 5471, and PFIC statements)Assist tax leadership in resolving tax controversy mattersCompute and record income tax provision to return true-upsEnhance and maintain tax basis and earnings & profits calculationsIncome Tax AccountingPrepare and / or review the group consolidated global income tax provision which includes the following :
US GAAP basis tax provision preparation or review on and entity-by-entity basis utilizing Corptax tax provision software
Tax account analysis and reconciliationDeferred tax asset realizability analysis and modelingReview of US statutory tax provisions under SSAP 101Preparation and assistance with tax disclosures for SEC, NAIC and local financial reportingMaintain internal control documentationInteractions with internal and external auditors and tax advisorsPreparation or review of worldwide tax expense forecastsCollaboration with the corporate and local accounting and finance functions throughout the quarterly close processTax Planning and AnalysisAssist senior tax team members in the following areas :
Tax research
Tax reform planning and modelingResearch, analysis, and modeling related to business initiativesEffectively use IT systems and applications in the continued automation of tax function processes and computationsSkills / Experience Necessary
Bachelor's degree in Accounting, Finance, or a related field (Master's in Taxation a plus)5+ years of corporate or public accounting tax experience preferably in the insurance or reinsurance industryStrong knowledge of ASC 740 and federal and state tax principles (knowledge of Subchapter L preferred)Proficient with tax software (e.g., Corptax, OneSource, or similar platform), GL accounting systems and Microsoft OfficeSolid tax research and analysis skillsEffective team player with strong organizational and interpersonal skills who is comfortable managing multiple tasks