Tokio Marine HCC – A&H Group · 1 month ago
Tax Analyst - Investments
Texas - Houston (Corporate Office)
Full-time
Hybrid
Entry, Mid Level
2+ years expTokio Marine HCC is a leading specialty insurance group with a global presence, and they are seeking a Tax Investment Analyst to join their Corporate Headquarters in Houston, TX. The analyst will be responsible for ensuring accurate tax compliance and reporting for a multinational group of entities, collaborating with various internal teams to analyze investment transactions and maintain tax basis.
Insurance
Responsibilities
Prepare and/or review a variety of federal, state, local, and international tax returns and informational filings related to investments – (e.g., Forms 1065, 1120, K-1s, K-3s, etc.)
Review and analyze new and existing investment transactions (securities, partnerships, PFICs, CLOs, other derivatives, real estate) to determine the correct tax treatment and ensure accurate operational processing
Assist with the preparation of quarterly and annual tax provisions for financial statement reporting (e.g., ASC 740, IFRS)
Ensure accurate tax basis is maintained for all investments, understanding and analyzing differences between tax basis and GAAP or Statutory accounting bases
Conduct research on complex tax issues and stay current with changes in tax laws and regulations affecting investments to identify tax savings/ tax credits and recommend strategies to Tax Director
Assist with internal and external audits, including gathering necessary financial information and responding to inquiries from tax authorities (e.g., IRS)
Proactively identify and implement process improvements, increase automation, and enhance digital analytics within the tax function
Liaise with internal departments, including investments, treasury, and accounting
Qualification
Required
Bachelor's degree in Accounting, Finance, or a related field is required
Two years of relevant tax experience, preferably within public accounting or the financial services/investment management industry, with experience in corporate tax rules
Proficiency in Microsoft Office Suite, especially advanced Excel skills
Preferred
A Master's degree in Taxation or Accounting is a plus
CPA designation or completed parts is strongly preferred
Experience with tax preparation software (e.g., OneSource Tax Provision and OneSource Income Tax) and investment systems platforms is highly desirable
Familiarity with data management and automation tools is a plus
Benefits
Competitive salary and employee benefit package
6% 401K match
20 days of PTO and 2 Floating Days
Paid parental leave
Company
Tokio Marine HCC – A&H Group
For over 50 years, HCC Life Insurance Company, operating as Tokio Marine HCC – A&H Group, has been at the forefront of medical stop loss insurance.
501-1000 employees
Funding
Current Stage
Late StageLeadership Team
Jay Ritchie
EVP & COO
Charlie Carlson
Chief Underwriting Officer
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