North Carolina Licensed Investment Tax Director

Job Summary

To oversee tax accounting and compliance for the Company's investment portfolio, the full-time North Carolina Licensed Investment Tax Director will manage tax-related activities, including preparation of federal and state income tax returns, while working in a hybrid or remote environment.

Key responsibilities

• Review and prepare book to tax adjustment calculations for financial statements and tax returns
• Participate in the preparation of the federal income tax return, focusing on investment-related forms and calculations
• Conduct tax technical research on investment transactions and maintain compliance with SOX requirements

Required qualifications

• CPA preferred
• Master's degree in Tax or Accounting preferred
• 8-12 years of investment tax experience in life insurance or financial services
• Technical expertise in life insurance tax compliance and tax accounting principles
• In-depth knowledge of diverse domestic and international asset types