Investment Tax Specialist

Symetra
United States
Workplace: RemoteFull timeUSD 128,700 - 214,600 annuallyFunction: Finance & AccountingExperience: 10-15 yearsEducation: high_schoolSkills: ["Communication","Problem-solving","Teamwork"]

You will be a key member of the Corporate Tax team focusing on investment tax compliance, accounting, planning, and research to support tax and investment processes across the organization, handling liability and provision calculations, compliance for investments, and collaboration with cross-functional teams to optimize reporting and identify planning opportunities.

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FursaFursa
Symetra
Symetra
5 months ago

Investment Tax Specialist

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Last checked: 10 hours agoStatus: Live

Job Summary

You will be a key member of the Corporate Tax team focusing on investment tax compliance, accounting, planning, and research to support tax and investment processes across the organization, handling liability and provision calculations, compliance for investments, and collaboration with cross-functional teams to optimize reporting and identify planning opportunities.
Location: United States
Workplace: Remote
Employment Type: Full time
Job Function: Finance & Accounting
Seniority: Sr. Manager level

Key Responsibilities

  • •Perform investment tax liability and provision calculations and reporting.
  • •Manage federal income tax compliance for investments, including returns, K‑1s, accounting methods, and planning for new investments.
  • •Ensure effective tax controls and accurate, consistent investment tax analytics.
  • •Streamline and optimize investment tax data and reporting processes.
  • •Partner with Investment Accounting and cross‑functional teams to deliver high‑quality reporting.

Pay and Benefits

Salary: USD 128,700 - 214,600 annually
Perks:401kRemote Work

Key Requirements

  • •High school diploma required; BA/BS in a related field preferred
  • •10–15 years of experience in investment tax, corporate tax, or a related area
  • •Proven experience with investment tax liability, provision calculations, and reporting
  • •Strong knowledge of federal income tax compliance for investments, including returns, K‑1s, and accounting methods
  • •Ability to maintain effective tax controls and ensure accurate, consistent investment tax analytics
Experience:10-15 yearsFinanceInvestment management
Education:High School
Skills:CommunicationProblem-solvingTeamwork

Company Brief

Symetra
Provides life insurance, annuities, retirement solutions, and employee benefits to individuals, employers, and financial institutions. Symetra focuses on protecting financial futures through insurance products and retirement services.
Industry: Insurance
Company Size: Enterprise (1,001+ employees)
Growth: Established Company
Headquarters: Bellevue, United States
Founded: 1957
WebsiteLinkedIn