Job Description
The Lead, Tax role is responsible for completing compliance, accounting and reporting tax tasks for the organization. This individual is responsible for preparing and reviewing tax filings, reconciling data, and completing required audits. They may direct junior staff, ensuring quality execution.
Description:
- Prepare and review a variety of tax-related documents, ensuring accuracy and compliance with guidelines and regulations
- Oversee timely daily, monthly, quarterly and annual tax reporting
- Ensure accuracy by reviewing and validating requests, filings, and reports and ensuring compliance with guidelines and internal controls
- Lead tax reconciliations through collaboration with necessary teams to ensure accurate data is captured across related systems and workbooks
- Collaborate with business areas to ensure data integrity
- Research and interpret existing and revised tax codes, laws, or forms to make recommendations to procedures
- Assist with responses to federal and state regulatory inquiries and audits
- Oversee management of the key processes and projects within the department
- Identify operational efficiencies automation opportunities to drive continuous process improvement, leveraging knowledge and experience to provide solutions
- Partner with key stakeholders as needed to ensure quality transaction analysis, data integrity, and operating procedures
- Comply with company and department policies and standards; performs other duties as assigned
Knowledge, Skills & Abilities
- Working knowledge of annuity taxation, withholding tax requirements and information reporting regulations
- Robust expertise of tax software systems
- Strong critical thinker including analytical skills with the ability to analyze and interpret financial information and trends
- Proficiency with Microsoft Office, particularly intermediate to advance proficiency with Microsoft Excel
- Driven, team-oriented individual interested in working in high performance culture
- Continuous improvement mindset that leverages knowledge and experience to proactively identify and anticipate potential issues, while researching, brainstorming, and delivering solutions
- Strong written and verbal communication skills
- Ability to take initiative and work independently
- Ability to handle multiple complex tasks, prioritize, and begin prioritizing in fast paced environment
- Self-directed individual who works well with teams
Education
- Bachelor’s Degree in accounting, finance, or related area
Experience
- 5 + years of relevant experience
- Experience working in a regulated environment
- Experience in the financial services/insurance industry
- Relevant professional certification (CPA, CFA, CIA, CISA)
- Combination of education and experience considered in lieu of degree.
#IND-HP
#LI-MK1
#LI-Remote
Additional Information
Work Environments
F&G believes in an employee-centric flexible environment, which is why we offer the ability for in-office, hybrid and remote work arrangements. During the hiring process, you’ll work with your leader to decide what works best for your role.
F&G complies with federal and state disability laws and makes reasonable accommodations for applicants and candidates with disabilities, unless such accommodation would cause an undue hardship for F&G. If reasonable accommodation is needed to participate in the job application or interview process, please contact [email protected].
Join our employee-centric hybrid work environment: F&G Careers
About F&G
Since 1959, Fidelity & Guaranty Life Insurance Company (F&G) has offered annuity and life insurance products to those who are seeking security in retirement and protection during life’s unexpected events.
As a national Top Workplace1, an Iowa Top Workplace2 and a proud equal opportunity employer, F&G team members are empowered, collaborative, dynamic and authentic. We believe that by embracing these values, we will continue to build and strengthen the company while continuing to be a great place to work.
1 Top Workplaces USA 2022 – 2023
2 Des Moines Register Top Workplaces 2018 – 2022
Notice for all Applicants who are California residents under the California Privacy Rights Act. Please click here to review the policy.
