Senior Investment Tax Specialist

About the Role

Join Symetra as an Investment Tax Specialist and play a pivotal role within our Corporate Tax team. You will drive excellence in investment tax compliance, accounting, and strategic planning, ensuring our critical investment processes are optimized and robust.

Key Responsibilities

• Calculate investment tax liabilities and provisions, including all associated reporting.
• Manage federal income tax compliance for investments, overseeing returns, K-1 forms, accounting methods, and planning for new investment opportunities.
• Maintain effective tax controls and ensure precise, consistent investment tax analyses.
• Streamline and optimize data processes and tax reporting related to investments.
• Collaborate closely with the Investment Accounting team and other cross-functional departments to deliver high-quality reporting.
• Identify and communicate strategic investment tax planning opportunities to senior management.
• Conduct in-depth tax research and provide expert advice on domestic and international investment matters.
• Coordinate with external advisors and evaluate the tax implications of alternative investment structures.

Candidate Profile

• Proven experience in corporate tax, specifically focusing on investment taxation.
• Strong analytical mindset with the ability to manage complex data and reporting processes.
• Excellent collaborative skills to work effectively across diverse functional teams.
• Ability to provide strategic insights and communicate complex tax concepts to leadership.
• Proactive approach to process optimization and risk management.

Required Skills

• Investment Tax Compliance & Reporting
• Federal Income Tax (K-1, Returns)
• Tax Planning & Research
• Financial Accounting & Provisions
• Cross-functional Collaboration

What We Offer

• Flexible full-time or hybrid work arrangements.
• Generous 401(k) plan with company match up to 6%.
• Comprehensive paid time off (vacation, sick leave, flexible days, and 10 holidays).
• A supportive culture focused on employee well-being and career progression.
• Corporate matching gift program.