Tokio Marine HCC · 2 weeks ago
Tax Analyst - Investments
Greater Houston
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 collaborative tax team. The role focuses on ensuring accurate tax compliance and reporting for various investment portfolios while collaborating with cross-functional teams and conducting research on tax issues.
CommercialFinancial ServicesInsurance
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
6% 401K match
20 days of PTO and 2 Floating Days
Paid parental leave
Company
Tokio Marine HCC
Tokio Marine HCC focuses on what matters most; our people.
1001-5000 employees
H1B Sponsorship
Tokio Marine HCC 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
2022 (1)
2020 (3)
Funding
Current Stage
Late StageLeadership Team
Susan Rivera
Chief Executive Officer and Chief Operating Officer
Chris Skarinka
President of the Public Risk Group
Recent News
MarketScreener
2025-12-19
2025-12-09
Company data provided by crunchbase