Investment Accounting Tax Consultant

Forvis Mazars, LLP; United States; Remote; USD 60,000 - 100,000; Full time

Job summary

An innovative firm is seeking an investment accounting tax specialist with insurance experience for a contract role. This exciting opportunity involves assisting with investment accounting tax basis implementation and managing testing projects for a prestigious asset management client. The role is fully remote, allowing you to work from anywhere in the continental U.S. Join a dynamic team that values your expertise and offers a collaborative environment where you can make a significant impact. If you are passionate about accounting and tax, this role is perfect for you!

Benefits

401(K) Plan

Flexible Time Off

Parental Leave

Group Health Benefits

Profit-Sharing Contributions

Qualifications

• Bachelor's degree required in accounting, finance, or related field.
• Insurance industry experience and investment accounting tax experience required.

Responsibilities

• Assist with investment accounting tax basis implementation.
• Manage implementation testing projects and provide expert feedback.

Skills

Investment Accounting

Tax Basis Implementation

Project Management

Insurance Industry Knowledge

Education

Bachelor's Degree in Accounting

Bachelor's Degree in Finance

Job description

Overview

We are looking for an investment accounting tax specialist with insurance experience for our prestigious asset management client. This contract role will run for approximately 7 months on a remote basis.

Responsibilities

• Investment accounting tax basis implementation assistance
• Project Management of implementation testing
• Provide expert knowledge and feedback on current state of tax-basis system capabilities

Qualifications

• Bachelor's degree required in accounting, finance, or related field
• Insurance industry professional experience required
• Prior Investment accounting tax experience required
• Ability to operate within established accounting and reporting guidelines
• Qualified applicants must reside in the continental U.S.
• Must be legally authorized to work in the United States now and in the future. Verification of employment eligibility will be required at the time of hire. Visa sponsorship is not available for this position.

About TALENT SHIFT, LLC

TALENT SHIFT, LLC is a marketplace that matches professionals with projects at dynamic companies across the globe, including exciting opportunities in advisory, assurance and tax. Our community is cultivated by a team of dedicated professionals working to help clients navigate hybrid workforce strategies and connect contract workers with projects they love. TALENT SHIFT, LLC is a subsidiary of FORVIS, LLP. FORVIS, LLP is an equal opportunity/affirmative action employer. Employment selection and related decisions are made without regard to age, race, color, sex, sexual orientation, national origin, religion, genetic information, disability, protected veteran status, or other protected classifications.

Equal Opportunity Employer Veterans/Disability

Colorado's Equal Pay for Equal Work Act (SB 19-085)
Pursuant to Colorado's Equal Pay for Equal Work Act, the salary range displayed is for the Colorado market. The salary for this role will be based on the experience, education, and skill set of the individual for the position. Total compensation and benefits consist of salary, group health plan benefits, 401(K), profit-sharing contributions, flexible time off, and parental leave. TALENT SHIFT reserves the right to make changes to the salary range based on business needs.

California Pay Transparency
Pursuant to the pay transparency laws of California, the salary range displayed is for the California market. The salary for this role will be based on the experience, education, and skill set of the individual for the position. Total compensation and benefits consist of salary, group health plan benefits, 401(K), profit-sharing contributions, flexible time off, and parental leave. TALENT SHIFT reserves the right to make changes to the salary range based on business needs.

New York Pay Transparency
Pursuant to the pay transparency laws of New York State and other local ordinances within the state including (but not limited to) New York City, the salary range displayed is for the New York markets. The salary for this role will be based on the experience, education, and skill set of the individual for the position. Total compensation and benefits consist of salary, group health plan benefits, 401(K), profit-sharing contributions, flexible time off, and parental leave. TALENT SHIFT reserves the right to make changes to the salary range based on business needs.