Senior Tax Accountant (Charlotte, NC (Hybrid) or Fully Remote)
Full Time
Charlotte, NC 28277
Posted
Job description
Req Id: 4313
Job location: Charlotte, NC, US, 28277
Senior Tax Accountant
Req ID: 4313
Where you'll work:
Our hybrid workplace model offers the freedom to work fully remote or occasionally in one of our offices. This is a remote position with a hybrid option for candidates based in Charlotte, NC.
How you'll contribute:
As a Senior Tax Accountant, you'll be responsible for supporting all aspects of the tax function. This tax professional will have primary responsibilities supporting investment tax and other income tax matters for tax compliance and tax accounting/reporting. Additionally, the Senior Tax Accountant will support other aspects of the tax function (e.g., premium tax, other indirect taxes) as needed.
In this role, you'll get to:
We're looking for people who have:
Preferred Qualifications:
Research shows some people may not apply for a role if they don't check all the boxes of a job description. If you don't check every box listed, that's okay. We would love to hear from you.
What you'll receive:
The company and your department may occasionally gather in person throughout the year to foster a culture of belonging and promote team building. We'd love for you to join us during those company-wide and department-wide events to help you strengthen connections across the company.
Why join us?
Brighthouse Financial is on a mission to help people achieve financial security. Our company is one of the largest providers of annuities and life insurance in the U.S.,* and we specialize in products designed to help people protect what they've earned and ensure it lasts.
We empower employees to collaborate and create space for people to bring their passion to work and make an impact. Our inclusive work environment fosters a culture that celebrates diverse backgrounds and experiences. You can find out more about our company culture by visiting brighthousefinancial.com/about-us/careers/.
We're proud to be a FORTUNE® 500 company** and recognized as one of Charlotte's Healthiest Employers by the Charlotte Business Journal. We're also honored to be named to Newsweek's inaugural list of America's Most Trusted Companies.
Job location: Charlotte, NC, US, 28277
Senior Tax Accountant
Req ID: 4313
Where you'll work:
Our hybrid workplace model offers the freedom to work fully remote or occasionally in one of our offices. This is a remote position with a hybrid option for candidates based in Charlotte, NC.
How you'll contribute:
As a Senior Tax Accountant, you'll be responsible for supporting all aspects of the tax function. This tax professional will have primary responsibilities supporting investment tax and other income tax matters for tax compliance and tax accounting/reporting. Additionally, the Senior Tax Accountant will support other aspects of the tax function (e.g., premium tax, other indirect taxes) as needed.
In this role, you'll get to:
- Document and apply tax technical concepts to relevant investment areas such as fixed maturity and structured securities, equity securities, residential and commercial mortgages, real estate, joint ventures, leveraged leases and derivatives.
- Prepare required tax forms with respect to partnership investments owned by the Company including but not limited to Forms 926, 861, and 8865
- Prepare separate and/or consolidated federal income tax returns and related workpapers (e.g., book-tax adjustments, consolidating schedules, return to provision analyses, tax basis balance sheets, etc.) for life and non-life entities.
- Prepare separate and/or consolidated/unitary/combined state income tax returns and related workpapers (e.g., apportionment, state modifications, etc) for life and non-life entities
- Prepare state franchise tax filings and other Secretary of State annual reports
- Prepare quarterly estimated payment calculations, year-end extension payment calculations, and related payment vouchers for federal and state income and franchise tax filings
- Prepare interim and annual US GAAP and Statutory income tax provisions in accordance with ASC 740 and SSAP 101 including, but not limited to, calculation of book-tax differences, analysis of the effective tax rate (ETR) and estimated annual effective tax rate (EAETR), current and deferred tax liability, tax attribute carryforward schedules, deferred tax rollforwards and tax basis proofs, ASC 740-10 (previously FIN 48) reserve analysis, return to provision reconciliations, current tax payable proofs, and related journal entries
- Prepare tax disclosures for inclusion in US GAAP and Statutory financial statements, including Management's Discussion and Analysis, income tax footnote, ETR schedule, tax rate discussion, analysis of forward-looking tax-related risks, etc.
- Support SOX requirements for interim and annual reporting
- Support federal and state income tax audits (internal/external), including data gathering an analysis and drafting responses for information requests, as needed
- Support ad hoc projects, as needed
We're looking for people who have:
- Bachelor's Degree in Accounting or Finance
- Minimum 2-3 years of income tax accounting and compliance experience in the life insurance industry or in a tax practice of a major accounting firm working with life insurance companies
- Experience with life insurance tax and tax accounting (ASC 740, SSAP 101)
- Synthesize large data sets to present in a clear, logical manner using MS Excel, Access, or other BI tools
- Strong communication skills, both oral and written
- Strong accounting and analytical skills
- Ability to manage multiple complex tasks towards completion at the same time
Preferred Qualifications:
- Masters in Tax/Accounting
- CPA or CPA Eligible
- Working proficiency with tax software (e.g. Corptax, OneSource, TriTech Premium Pro, other).
- Experience with Alteryx, PowerBI, or other similar tools
- Expert Excel and Access skills
- Experience using investment accounting systems (PAM for Investments) and general ledger systems (SAP)
- Experience with tax accounting and compliance for a wide range of investment types
Research shows some people may not apply for a role if they don't check all the boxes of a job description. If you don't check every box listed, that's okay. We would love to hear from you.
What you'll receive:
- Compensation - Base salary ranging from $90,000-$100,000 plus competitive performance-based incentives determined by company and individual results
- Flexible Work Environment - Work fully remote or occasionally in the office to better thrive in all areas of life
- Paid Time Off - Recharge with a minimum of 20 days of paid time off and 16 paid company holidays per calendar year plus paid volunteer time and paid study time
- Financial Health - Work toward achieving your financial goals through our 401(k) savings plan with company match (up to 6%) and annual company nondiscretionary contribution (3%), 15% employee stock purchase plan discount, and financial counseling services
- Health and Wellness - Enjoy competitive medical, vision, and dental plans plus tax-free health savings accounts with potential company contributions up to $1,000 per family
- Family Support - Care for loved ones with up to 16 weeks of paid leave for new parents, back-up dependent care, dependent care flexible spending account, and reimbursement up to a $25,000 lifetime maximum during your adoption, infertility, or surrogacy journey
- Life and Disability Support - Gain access to company-paid basic life insurance and short-term disability insurance
The company and your department may occasionally gather in person throughout the year to foster a culture of belonging and promote team building. We'd love for you to join us during those company-wide and department-wide events to help you strengthen connections across the company.
Why join us?
Brighthouse Financial is on a mission to help people achieve financial security. Our company is one of the largest providers of annuities and life insurance in the U.S.,* and we specialize in products designed to help people protect what they've earned and ensure it lasts.
We empower employees to collaborate and create space for people to bring their passion to work and make an impact. Our inclusive work environment fosters a culture that celebrates diverse backgrounds and experiences. You can find out more about our company culture by visiting brighthousefinancial.com/about-us/careers/.
We're proud to be a FORTUNE® 500 company** and recognized as one of Charlotte's Healthiest Employers by the Charlotte Business Journal. We're also honored to be named to Newsweek's inaugural list of America's Most Trusted Companies.
- Ranked by 2020 admitted assets. Best's Review®: Top 200 U.S. Life/Health Insurers. A.M. Best, 2021.
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