Sr. Associate, Tax

The Sr. Associate, Tax is an individual contributor responsible for managing the day-to-day activities related to the company’s consolidated tax provision process, investment-related tax matters, and tax technical implementation. This role serves as a technical resource across income tax accounting and emerging tax legislation, partnering closely with Finance, Treasury, Legal, and external advisors to ensure compliance and accurate financial reporting.

Tax Provision (ASC 740)

• Manage the consolidation efforts of the annual and income tax provision process under ASC 740, including current and deferred tax calculations.
• Prepare and review effective tax rate (ETR) analysis including various management metrics.
• Maintain and reconcile deferred tax assets and liabilities, including the associated valuation allowance analysis.
• Identify and incorporate the income tax provision impact of intercompany transactions, separate company calculations, and consolidated return adjustments.
• Coordinate with external auditors on tax provision review and sign-off; responding to audit inquiries and information requests.
• Enhance tax provision models, processes, and internal controls to support accuracy and efficiency.
• Prepare tax footnotes and disclosures for financial statements in compliance with U.S. GAAP.

Investment Tax

• Manage tax matters related to the company's investment portfolio, including equity investments, fixed income, alternatives, and derivatives.
• Serve as initial point of contact to facilitate information sharing between the tax investment strategy team, financial controllership, and tax operations.
• Coordinate with Treasury and Investment teams on the tax reporting impact of portfolio transactions, restructurings of existing initiatives, and new investment vehicles.
• Develop and maintain a working knowledge of our third-party investment software, including building an effective relationship with representatives of the vendor.

Tax Technical Implementation

• Serve as liaison to tax strategy to ensure proper reflection and application of their analysis, including proposed and enacted tax legislation, regulations, and IRS guidance.
• Implement tax planning opportunities, including credits, incentives, and method changes.
• Manage and respond to federal and state tax audits, notices, and information document requests (IDRs).
• Maintain tax technical library and ensure policies and procedures reflect current law.

Compliance & Cross-Functional Collaboration

• Assist with preparation and review of complex federal, state, and local income tax returns, including consolidated filings.
• Collaborate with Accounting, Strategic Finance, Legal, and Treasury to facilitate tax input on business initiatives and financial reporting.
• Support junior tax staff through review, mentoring, and training on tax concepts and processes.

What You Will Have:

Required

• Bachelor's degree in Accounting, Finance, or related field; CPA required.
• 4–7+ years of progressive corporate tax experience in public accounting (Big 4 or national firm) and/or industry.
• Strong expertise in ASC 740 income tax accounting and financial statement tax reporting.
• Demonstrated experience with investment tax matters, including alternative investments.
• Strong tax technical research and implementation skills with the ability to analyze and apply the Internal Revenue Code, regulations, and case law.
• Proficiency with tax provision software (e.g., Corptax) and Microsoft Excel.
• Excellent written and verbal communication skills, with the ability to present complex tax issues clearly to non-tax stakeholders.
• Interest in leveraging technology, automation, and AI-enabled tools to improve efficiency and effectiveness.

Preferred

• Master's degree in Taxation (MST or LLM).
• Experience in financial services, insurance, or investment management industries.
• Experience with state and local tax (SALT) matters including nexus analysis and apportionment.
• Exposure to tax technology tools and process automation.
• Experience with Clearwater investment software.

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