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Tax Accountant III - Investments

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POST DATE 9/3/2016
END DATE 12/19/2016

Confidential Company Columbus, GA

Columbus, GA
AJE Ref #
Job Classification
Full Time
Job Type
Company Ref #



* Three years of corporate-level tax accounting experience
* Statutory Accounting Principles (SSAP)
* CPA certification preferred
* Bachelor's degree in accounting, finance


* Insurance Experience

This role prepares investment tax accounting for federal, state, and local income tax returns; collects, organizes, analyzes, and evaluates financial data and other related information necessary for the accurate preparation of tax returns

* Researches investment tax technical issues, interprets and applies laws, regulations, and municipal ordinances; acts in an advisory capacity working with division management and/or designated representatives providing guidance and clarification related to interpretation of the investment accounting procedures, policies, and practices of the company and applicable regulatory authorities

* Prepares and compiles calculations of deferred taxes pursuant to ASC740, FAS 109,and SSAP 101; applies GAAP, Statutory and income tax accounting principles to analysis of financial transactions for accurate reporting in applicable financial statements

* Performs duties with minimal direction for independent action and decision-making; collects, organizes, analyzes, and evaluates intermediate/complex investment tax financial data and other related information; completes quantitative and qualitative reviews, and prepares required internal and external investment tax records, reports, statistics, financial statements, analysis, stockholders' reports, etc.; develops and presents conclusions and recommendations to management; leads or participates on project teams or committees, assisting with the development and implementation of goals and objectives aimed at enhancing customer service, process improvement, and resource management

* Identifies and resolves investment tax accounting and financial transaction discrepancies, and provides detailed explanations for variances between actual and planned investment activities; maintains complete and accurate regulatory filings; develops, analyzes, and implements accounting procedures in a systems environment in conformance with GAAP, SSAP, SEC, IRS, and other regulatory standards; audits and evaluates systems' and procedures' effectiveness, and confirms the consistent application of investment accounting pronouncements and policies

* Establishes and maintains effective working relationships with business partners, and state and federal agencies; stays abreast of current trends and regulatory changes in the industry; conducts benchmarking activities with other companies and organizations within and outside the industry, and recommends alternative business practices, procedures, solutions, and strategies based on best practice research; assists senior team members in developing and implementing new applications and analytical models, or enhancing existing systems

* Performs other duties as required


* Bachelor's degree in accounting, finance, or a related field and five years of professional job-related work experience including investment tax experience or an equivalent combination of education and experience

* A minimum of three years of corporate-level tax accounting experience in an organization of comparable size

* Insurance industry accounting experience preferred

* CPA certification preferred

JOB KNOWLEDGE ability to prepare statistical studies and trend analysis using internal and external information to demonstrate relevant changes and recommend improvements or solutions

* Demonstrated competencies in the areas of consulting, change management, quality, and project management