Federal Tax Lead, Tax Accounting & Reporting (...

The Tax Manager position will primarily be responsible for all aspect of investment tax. You will be responsible for reviewing investment information and calculation related to partnerships and other asset classes such as various types of fixed income securitiesbonds, real estate, stock, CLO, and derivatives. You will also be responsible for calculating federal tax compliance, tax provision for investments area.You areAn experienced tax professional in a federal tax department or a public accounting firm with deep understanding of partnership taxation and investment taxation as well as the tax accounting.You haveBachelor's degree in related field, CPA preferred.A minimum of 5 years of relevant experience in investment tax with understanding financial services industry - life insurance company or major accounting firm experience is preferred but not required.Experience of partnership taxation, real estate, stock, bond investments, derivatives and other investments.Understanding of corporate tax compliance and tax provision (ASC 740, SSAP 101 experience is a plus).Advance excel, analytical skills, Alteryx is a plus.Experience working with Oracle GL and investment software (ePam preferred).Excellent communication and organizational skills.You willReview tax implication for all investment related activity.Review and maintain the tax basis in partnership investments.Review quarterlyannual tax gainloss related to investments.Review and obtain various reports from investment software.Assist with review of corporate tax returns with emphasis on all investment related forms.Assist with review quarterly and annual tax provisions in accordance with the SSAP 101 and ASC 740 requirements.Provide assistance on IRS and external financial statement audits.Assist with special projects on a as needed basis for process improvements and transactions analysis relating to investment tax.LocationThis is a flexible position requiring 3 days per week in Guardian's Hudson Yards, NY office. Salary Range:$101,180.00 - $166,220.00The salary range reflected above is a good faith estimate of base pay for the primary location of the position. The salary for this position ultimately will be determined based on the education, experience, knowledge, and abilities of the successful candidate. In addition to salary, this role may also be eligible for annual, sales, or other incentive compensation.Our PromiseAt Guardian, you'll have the support and flexibility to achieve your professional and personal goals. Through skill-building, leadership development and philanthropic opportunities, we provide opportunities to build communities and grow your career, surrounded by diverse colleagues with high ethical spire Well-BeingAs part of Guardian's Purpose - to inspire well-being - we are committed to offering contemporary, supportive, flexible, and inclusive benefits and resources to our colleagues. Explore our company benefits at Benefits apply to full-time eligible employees. Interns are not eligible for most Company benefits.Equal Employment OpportunityGuardian is an equal opportunity employer. All qualified applicants will be considered for employment without regard to age, race, color, creed, religion, sex, affectional or sexual orientation, national origin, ancestry, marital status, disability, military or veteran status, or any other classification protected by applicable law.AccommodationsGuardian is committed to providing access, equal opportunity and reasonable accommodation for individuals with disabilities in employment, its services, programs, and activities. Guardian also provides reasonable accommodations to qualified job applicants (and employees) to accommodate the individual's known limitations related to pregnancy, childbirth, or related medical conditions, unless doing so would create an undue hardship. If reasonable accommodation is needed to participate in the job application or interview process, to perform essential job functions, andor to receive other benefits and privileges of employment, please contact Guardian Colleagues: Please apply through the internal Jobs Hub in Workday.

Created: 2025-02-06