Bermuda’s largest multi-line reinsurance company
Tax Manager
Location
United States
Posted
20 hours ago
Salary
$110K - $125K / year
Seniority
Senior
Job Description
Tax Manager
Fortitude Re
• Managing the day-to-day activities related to the company’s consolidated tax provision process, investment-related tax matters, and tax technical implementation. • Serve as a technical resource across income tax accounting and emerging tax legislation. • Partner closely with Finance, Treasury, Legal, and external advisors to ensure compliance and accurate financial reporting. • 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. • 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 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 third-party investment software, including building an effective relationship with representatives of the vendor. • 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. • 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.
Job Requirements
- 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.
Benefits
- annual bonus based on company and individual performance
- generous benefits package
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Tax Manager – ASC 740
Veeam SoftwareYour Single Backup and Data Management Platform for Cloud, Virtual and Physical
• Facilitate and manage the preparation and review of the Group’s consolidated US federal corporation income tax return, applying technical expertise in US taxation of international operations including GILTI, FDII, Subpart F, and Foreign Tax Credits • Review estimated payments for federal, state, and local income taxes • Assist in the preparation of quarterly and annual consolidated income tax provisions under ASC 740, including ETR reconciliation, FIN 48 and uncertain tax positions, deferred tax assets and liabilities, and valuation allowance analysis • Support SOX documentation and internal controls related to tax • Monitor tax legislation, research tax issues, and provide tax planning ideas that impact the business • Assist with examinations and audits of the Group’s subsidiary tax returns and interact with external advisors • Support transfer pricing strategies and compliance as needed • Identify and drive improvements in US tax compliance, reporting processes, and documentation, and participate in cross-functional tax and finance projects
Role Description Make an impact while you learn. The Semester of Service Program offers students a volunteer project-based opportunity to support real Federal missions, gaining hands-on experience and career-ready skills. Students must be enrolled at least half-time in an accredited trade school, technical/vocational institute, junior college, college, university, or other accredited educational institution. With this project, you'll support a program through collecting, cleaning, and organizing policy data. Qualifications - Experience in writing and editing - Proficiency in MS Excel and STATA - Preferred candidate is someone pursuing graduate studies in economics, public policy, or related fields Requirements - Must be enrolled not less than half-time in an accredited educational institution - Must be in good academic standing as defined by your institution - Attach a copy of your transcripts to your application package for verification
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