Senior Associate - Tax Accountant
Location Designation: Hybrid - 3 days per week
This position is hybrid - Tuesday - Thursday in the New York Office and Monday and Friday work from home.
Business Overview:
Join Corporate Finance where expertise meets strategic impact. Partner with diverse business units, providing financial insights and guiding sound decision-making. You'll work collaboratively to ensure data accuracy, implement robust controls, and safeguard policy owner interests. Become part of a team dedicated to financial stewardship, enabling business performance, and paving the way for a secure future for generations to come.
Role Overview:
The role involves a variety of tax-related responsibilities, including the preparation and review of federal and state tax returns, consolidation of federal tax returns, and assistance with quarterly estimated tax payments. The candidate will be involved in the tax return information gathering process, interacting with finance department and business unit personnel. Additionally, the role requires the preparation and assistance with US GAAP current and deferred tax provisions and related analysis for asset management entities. The candidate will also assist in gathering information necessary to respond to IRS IDRs, perform basic tax research and analysis, and participate in special projects.
What You'll Do:
- Review/prepare federal and state tax returns and related workpapers. Assist with consolidation of the federal tax return.
- Assist with quarterly estimated tax payments.
- Assist /perform in the tax return information gathering process, including interaction with finance department and business unit personnel.
- Prepare/assist US GAAP current and deferred tax provisions and related analysis for asset management entities.
- Assist in gathering information necessary to respond to IRS IDRs, as needed. Perform basic tax research and analysis.
- Assist with special projects.
What You'll Bring:
- BS/BA in Accounting or Finance required, Master's Degree preferred (MS or MBA)
- 3-5 years of experience in tax accounting for insurance companies or tax compliance for both life and non-life insurance companies
- Strong Excel and other tax technology skills
- Knowledge of Corptax is a plus
- Intermediate knowledge of tax accounting under ASC 740 and basic federal and state tax compliance skills.
#LI-VL1
#LI-HYBRID
Pay Transparency
Salary Range: $77,500-$125,000
Overtime eligible: Exempt
Discretionary bonus eligible: Yes
Sales bonus eligible: No
Actual base salary will be determined based on several factors but not limited to individual’s experience, skills, qualifications, and job location. Additionally, employees are eligible for an annual discretionary bonus. In addition to base salary, employees may also be eligible to participate in an incentive program.
Our Benefits
We provide a full package of benefits for employees – and have unique offerings for a modern workforce, including leave programs, adoption assistance, and student loan repayment programs. Based on feedback from our employees, we continue to refine and add benefits to our offering, so that you can flourish both inside and outside of work. Click here to discover more about our comprehensive benefit options or visit our NYL Benefits Site.
Our Diversity Promise
We believe in a diverse workforce because it is our mission to advocate for the financial security and success of people in every community. This is why diversity, equity, and inclusion (DEI) are guiding principles that are embedded in our brand and our culture. Click here to learn more about how we have been recognized for our leadership.
Recognized as one of Fortune’s World’s Most Admired Companies, New York Life is committed to improving local communities through a culture of employee giving and volunteerism, supported by the Foundation. We're proud that due to our mutuality, we operate in the best interests of our policy owners. To learn more about career opportunities at New York Life, please visit the Careers page of www.NewYorkLife.com.
Job Requisition ID: 91006
Nearest Major Market: Manhattan
Nearest Secondary Market: New York City
Job Segment:
Corporate Finance, Accounting, MBA, Outside Sales, Equity, Finance, Management, Sales