Tax Accountant III- Investments

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POST DATE 9/1/2016
END DATE 12/19/2016

Confidential Company Columbus, OH

Columbus, OH
AJE Ref #
Job Classification
Full Time
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Company Ref #


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 applieslaws, 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 SSAP101; appliesGAAP, 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 taxfinancial data and other related information; completes quantitative and qualitative reviews, and prepares requiredinternal 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


The End Client is known for treating our employees exceptionally well. As one of the leaders in the insurance industry, they're able to offer one of the most comprehensive health benefits packages available in corporate America, including free coverage from one of their pioneering insurance products, their Cancer policy. Their employees also enjoy a host of other benefits, including advancement opportunities, opportunities for continued education and professional development, merit increases and performance bonuses, profit-sharing401(k), stock purchase plans, and many more.



Bachelor's degree in accounting, finance, or a related field and five years of professional job-related work experience including investment taxexperience 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 experiencepreferred

CPA certification preferred

Comprehensive knowledge of Internal Revenue Service code and regulations, Generally Accepted Accounting Principles (GAAP), SEC, Statutory Accounting Principles (SSAP), state insurance department statutes, federal, and other state regulations, with an emphasis on tax accounting

Comprehensive knowledge of principles and practices of accounting and financial systems user applications (SAP, CCH, BNA software preferred), including input/output processing and complex system concepts, and ability to understand and use computer systems and application tools for analysis

Experience and proficient in Microsoft Office with intermediate Excel skills

Strong knowledge and demonstrated experience performing complex financial analysis and related valuation methodologies, systems and quantitative business-based analysis, metrics, and experimental designs; 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



Insurance Experience