Sr. Associate, Tax
- Role
- Finance
- Experience
- Senior
Open to US only. Set where you work from to check your eligibility.
No BS summary
Senior tax professional with 4–7+ years in corporate tax, CPA required. Needs ASC 740, tax provision, investment tax, tax research, Corptax/Excel, and strong communication skills. Financial services, insurance, investment management, SALT, automation, and Clearwater are preferred.
Core skills
Required skills
Optional skills
Fortitude Reinsurance Company Ltd. (Fortitude Re) is one of the world’s leading providers of legacy reinsurance solutions. They work with the world’s leading insurance companies to help them execute comprehensive, transformational solutions for legacy Life & Annuity and P&C lines. Fortitude Re manages a general account of approximately $111 billion across life, annuity, and property & casualty insurance products. The company takes a long-term view on growth and is proud to be backed by a consortium of sophisticated institutional investors led by The Carlyle Group and T&D Insurance Group. Incorporated under the laws of Bermuda on January 1, 2017, Fortitude Re’s roots in the insurance industry and the experience of their leadership go back many decades. Fortitude Re’s leadership team has an average industry tenure of over 20 years, and an impressive track record of successfully managing the most complex legacy liabilities. Their deep insurance experience and proprietary risk modeling capabilities allow them to structure bespoke transactions that benefit both insurance companies and their policyholders. Fortitude Re continues to strengthen its ability to pursue further growth and provide innovative solutions for the global insurance industry. Click here for more information about Fortitude Re. The Sr. Associate, Tax is an individual contributor responsible for managing the day-to-day activities related to the company’s consolidated tax provision process, investment-related tax matters, and tax technical implementation. This role serves as a technical resource across income tax accounting and emerging tax legislation, partnering closely with Finance, Treasury, Legal, and external advisors to ensure compliance and accurate financial reporting. Tax Provision (ASC 740) 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. Investment Tax 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 the 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 our third-party investment software, including building an effective relationship with representatives of the vendor. Tax Technical Implementation 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. Compliance & Cross-Functional Collaboration 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. What You Will Have : Required 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. Preferred Master's degree in Taxation (MST or LLM). Experience in financial services, insurance, or investment management industries. Experience with state and local tax (SALT) matters including nexus analysis and apportionment. Exposure to tax technology tools and process automation. Experience with Clearwater investment software. #LI-Remote The base salary range for this role is listed below and will be commensurate with candidate experience. Pay ranges for candidates may differ based on the cost of labor in that location. In addition to base salary, all employees are eligible for an annual bonus based on company and individual performance as well as a generous benefits package. Base Salary Range $110,000 — $125,000 USD At Fortitude Re, our strength has always come from our people. Our success is deeply rooted in our ability to embrace the unique attributes, perspectives and experiences of every individual within our company. Fostering a culture of inclusion and belonging where everyone—regardless of background, race, religion, sexual orientation or gender identity—feels valued and respected is a foundation of our culture. We are committed to being an equal opportunity employer and evaluate qualified applicants without regard to race, color, religion, sex, pregnancy (including childbirth, lactation and related medical conditions), national origin, age, physical and mental disability, marital status, sexual orientation, gender identity, gender expression, genetic information (including characteristics and testing), military and veteran status, diversity of thought and any other characteristic protected by applicable law. To all recruitment agencies : Unless you have been requested to work on this position, or other positions with Fortitude Re, please do not forward any resumes to Fortitude Re employees. Fortitude Re is not responsible for any fees related to unsolicited resumes. Check us out on YouTube: About Fortitude Re (youtube.com) By submitting your application, you agree that Fortitude Re may collect your personal data for recruiting purposes. For more on how we handle your personal data, please review our Applicant Privacy Notice . Concerned about recruitment fraud? Learn how to verify Fortitude Re's recruitment process: Recruitment Fraud Notice
What you'll do
- Manage 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, partnering 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 the 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 our 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.
What they require
- 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.
- Preferred: Master's degree in Taxation (MST or LLM).
- Preferred: Experience in financial services, insurance, or investment management industries.
- Preferred: Experience with state and local tax (SALT) matters including nexus analysis and apportionment.
- Preferred: Exposure to tax technology tools and process automation.
Benefits
- All employees are eligible for an annual bonus based on company and individual performance.
- Generous benefits package.
Fortitude Reinsurance Company Ltd. (Fortitude Re) is one of the world’s leading providers of legacy reinsurance solutions. They work with the world’s leading insurance companies to help them execute comprehensive, transformational solutions for legacy Life & Annuity and P&C lines.