F&G · 21 hours ago
Director, Tax Investments
United States
Full-time
Hybrid
Senior Level, Lead/Staff
8+ years expF&G is a national Top Workplace that offers annuity and life insurance products. The Director, Tax – Investments will be a subject matter expert responsible for investment taxation, overseeing tax functions for various investment types, and ensuring compliance and accuracy in tax reporting.
Financial ServicesInsurance
Responsibilities
Serve as a tax technical expert in tax accounting and tax compliance for alternative investments and derivatives
Oversee tax function for the partnership investments, investments in disregarded entities, mortgage loan investments and derivatives held by the Company
Responsible for operationalizing all new investments and collaborating with Director, Investment RAP in developing and implementing the Investment tax strategy and process for the organization
Oversee partnership AFSI adjustments for CAMT and stay current with tax law changes in CAMT
Oversee foreign tax credit calculation and ensure accurate tax forms are completed for tax returns
Responsible for the accuracy of investment tax calculations and adjustments included in the Company’s current income tax provisions, the accuracy of tax basis for invested assets, and the accuracy of the investment deferred tax assets as determined under ASC 740 and SSAP 101 for the company’s alternative investment portfolio, including partnership investments, investments in disregarded entities, mortgage loan investments , and derivatives. Ensure accurate deferred tax inventory is maintained for investments in OTP
Oversee timely and accurate delivery of investment tax compliance workpapers and specified Federal forms for life and non-life entity tax returns and life/non-life consolidated return
Proactively identify and implement process improvements, increase automation, and enhance digital analytics using existing and emerging technology solutions
Build and maintain relationships with key partners, including cross-functional teams, Clearwater and asset managers
Coordinate and oversee investment tax deliverables for quarterly business plan updates
Oversee that proper internal controls are performed
Participate in relevant internal meetings with Investment, Investment Accounting, and Tax department personnel, including new investment onboarding (RAP) meetings
Provide support and mentor to staff ; assist in managing contractors
Qualification
Required
Bachelor's degree in Accounting or equivalent degree
Certified Public Accountant required
Minimum of 8 years of tax experience required with 2 years in a corporate tax department or public accounting firm
Expertise in analyzing differences between the tax basis and Statutory or GAAP basis of accounting for various investment types
Expertise in tax accounting principles and partnership taxation
Expertise in managing and analyzing investment portfolios from an income tax perspective
Demonstrate knowledge of tax accounting software systems
Strong analytical skills with a high level of accuracy and attention to detail
Strong organizational and prioritization skills
Strong computer knowledge including working knowledge of tax, accounting, and investment based software (Clearwater, Essbase and Oracle, OTP), spreadsheets and word processing software
Proficiency with MS Excel; familiarity with Data mining/SQL skills, Bloomberg
Excellent verbal and written communication skills
Ability to effectively work and communicate with various levels of employees and management
Highly motivated, able to work both autonomously and in a team environment, and demonstrates the willingness to take on additional responsibility(ies) as needed
High-energy and ability to thrive in a fast-paced environment
Willingness and enthusiasm to learn/train in skills needed to support the Tax Department
Ability to work under pressure and manage multiple projects
Preferred
Insurance industry experience is a plus
Experience with tax transactions, accounting and reporting for investment types other than securities, including partnerships, LLCs, real estate debt and equity, derivatives
Experience working in regulated environment
Company
F&G
Established in 1959, F&G is headquartered in Des Moines, Iowa, and offers unique life insurance and annuity solutions to meet individual financial security needs through a national network of financial professionals.
1001-5000 employees
H1B Sponsorship
F&G has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (5)
2024 (2)
2023 (4)
2022 (7)
2021 (5)
2020 (9)
Funding
Current Stage
Public CompanyTotal Funding
$3.27BKey Investors
Fidelity National Financial
2025-01-06Post Ipo Debt· $375M
2024-10-01Post Ipo Debt· $500M
2024-05-20Post Ipo Debt· $550M
Leadership Team
John Phelps
EVP, Head of Owned Distribution
Recent News
Company data provided by crunchbase