Brighthouse Financial · 2 weeks ago
Tax Consultant (Charlotte, NC (Hybrid) or Remote)
Charlotte, NC
Full-time
Hybrid
Entry, Mid Level
$75K/yr - $90K/yr
1+ years expBrighthouse Financial is on a mission to help people achieve financial security, specializing in annuities and life insurance products. The Tax Consultant will support all aspects of the tax function, focusing on investment tax and income tax matters, including compliance and accounting/reporting responsibilities.
Financial ServicesFinTechInsuranceLife Insurance
Responsibilities
Document and apply tax technical concepts to relevant investment areas such as fixed maturity and structured securities, equity securities, residential and commercial mortgages, real estate, joint ventures, leveraged leases and derivatives
Calculate and maintain accurate tax basis for all investment asset classes, such as derivatives, mortgages, securities, and partnerships
Prepare required tax forms with respect to partnership investments owned by the Company including but not limited to Forms 926, 8621, and 8865
Prepare federal and state income tax returns (separate, consolidated, unitary/combined) and related workpapers for life and nonlife entities, along with quarterly and year-end estimated and extension payment calculations and vouchers for income and franchise tax filings
Prepare state franchise tax filings and other Secretary of State annual reports
Prepare interim and annual US GAAP and Statutory income tax provisions and related disclosures in accordance with ASC 740 and SSAP 101, including book-tax differences, ETR analysis, current/deferred taxes, reserves, reconciliations, and financial statement footnotes
Support SOX requirements for interim and annual reporting
Support federal and state income tax audits (internal/external), including data gathering an analysis and drafting responses for information requests, as needed
Support ad hoc projects and the indirect tax function, as needed
Qualification
Required
Bachelor's or master's degree in accounting or finance
Minimum 1-3 years of income tax accounting and compliance experience
Strong communication skills, both oral and written
Strong accounting and analytical skills
Ability to manage multiple complex tasks towards completion at the same time
Working proficiency with tax software (e.g. Corptax)
Preferred
Certified Public Accountant (CPA) or eligibility/desire to become certified is a plus
Experience in a tax practice of a major accounting firm would be preferred
Synthesize large data sets to present in a clear, logical manner using MS Excel, Access, Alteryx, PowerBI, or other similar tools is highly desirable
Experience with life insurance Industry and tax accounting (ASC 740, SSAP 101)
Experience with tax accounting and compliance for a wide range of investment types
Experience using investment accounting systems (PAM for Investments) and general ledger systems (SAP)
Benefits
Flexible Work Environment – Work remotely or in the office to better thrive in all areas of life.
Paid Time Off – Recharge with a minimum of 20 days of paid time off and 16 paid company holidays per calendar year plus paid volunteer time and paid study time.
Financial Health – Work toward achieving your financial goals through our 401(k) savings plan with company match (up to 6%) and annual company nondiscretionary contribution (3%) and financial counseling services.
Health and Wellness – Enjoy competitive medical, vision, and dental plans plus tax-free health savings accounts with potential company contributions up to $1,000 per family.
Family Support – Care for loved ones with up to 16 weeks of paid leave for new parents, back-up dependent care, dependent care flexible spending account, and up to a $25,000 lifetime maximum during your adoption, infertility, or surrogacy journey.
Life and Disability Support – Gain access to company-paid basic life insurance and short-term disability insurance.
Company
Brighthouse Financial
Brighthouse Financial offers annuities and life insurance that help protect what people have earned and ensure it lasts.
Founded in 2017Charlotte, North Carolina, USA
1001-5000 employees
Funding
Current Stage
Late StageTotal Funding
unknown2025-11-06Acquired
Leadership Team
Eric T. Steigerwalt
President and CEO
Alan Otis
Head of Fund Administration & CFO of the Brighthouse Funds
Recent News
Company data provided by crunchbase