Senior Associate - Tax Accountant

New York Life Insurance; New York (NY); Hybrid; USD 77,000 - 125,000; Full time

Job summary

An established industry player is seeking a skilled tax accountant to join their Corporate Finance team. In this hybrid role, you will engage in a variety of tax-related tasks, including preparing federal and state tax returns, assisting with quarterly estimated tax payments, and collaborating with various business units. You'll leverage your expertise in tax accounting to ensure compliance and provide valuable insights that drive strategic decisions. This is an exciting opportunity to contribute to a team dedicated to financial stewardship and the success of policy owners. If you're passionate about tax accounting and looking for a dynamic work environment, this position is for you.

Benefits

Leave programs

Adoption assistance

Student loan repayment programs

Annual discretionary bonus

Qualifications

• 3-5 years of experience in tax accounting for insurance companies.
• Strong Excel skills and knowledge of tax technology.

Responsibilities

• Prepare and review federal and state tax returns and related workpapers.
• Assist in the tax return information gathering process.

Skills

Tax Accounting

Excel

Tax Compliance

Tax Research

Education

BS/BA in Accounting

Master's Degree (MS or MBA)

Tools

Corptax

Job description

Location Designation: Hybrid - 3 days per week

This position is hybrid - Tuesday - Thursday in the New York Office and Monday and Friday work from home.

Business Overview:

Join Corporate Finance where expertise meets strategic impact. Partner with diverse business units, providing financial insights and guiding sound decision-making. You'll work collaboratively to ensure data accuracy, implement robust controls, and safeguard policy owner interests. Become part of a team dedicated to financial stewardship, enabling business performance, and paving the way for a secure future for generations to come.

Role Overview:

The role involves a variety of tax-related responsibilities, including the preparation and review of federal and state tax returns, consolidation of federal tax returns, and assistance with quarterly estimated tax payments. The candidate will be involved in the tax return information gathering process, interacting with finance department and business unit personnel. Additionally, the role requires the preparation and assistance with US GAAP current and deferred tax provisions and related analysis for asset management entities. The candidate will also assist in gathering information necessary to respond to IRS IDRs, perform basic tax research and analysis, and participate in special projects.

What You'll Do:

• Review/prepare federal and state tax returns and related workpapers. Assist with consolidation of the federal tax return.
• Assist with quarterly estimated tax payments.
• Assist/perform in the tax return information gathering process, including interaction with finance department and business unit personnel.
• Prepare/assist US GAAP current and deferred tax provisions and related analysis for asset management entities.
• Assist in gathering information necessary to respond to IRS IDRs, as needed. Perform basic tax research and analysis.
• Assist with special projects.

What You'll Bring:

• BS/BA in Accounting or Finance required, Master's Degree preferred (MS or MBA)
• 3-5 years of experience in tax accounting for insurance companies or tax compliance for both life and non-life insurance companies
• Strong Excel and other tax technology skills
• Knowledge of Corptax is a plus
• Intermediate knowledge of tax accounting under ASC 740 and basic federal and state tax compliance skills.

Pay Transparency

Salary Range: $77,500-$125,000

Overtime eligible: Exempt

Discretionary bonus eligible: Yes

Sales bonus eligible: No

Actual base salary will be determined based on several factors but not limited to individual’s experience, skills, qualifications, and job location. Additionally, employees are eligible for an annual discretionary bonus. In addition to base salary, employees may also be eligible to participate in an incentive program.

Our Benefits

We provide a full package of benefits for employees – and have unique offerings for a modern workforce, including leave programs, adoption assistance, and student loan repayment programs. Based on feedback from our employees, we continue to refine and add benefits to our offering, so that you can flourish both inside and outside of work. Click here to discover more about our comprehensive benefit options or visit our NYL Benefits Site.

Our Diversity Promise

We believe in a diverse workforce because it is our mission to advocate for the financial security and success of people in every community. This is why diversity, equity, and inclusion (DEI) are guiding principles that are embedded in our brand and our culture. Click here to learn more about how we have been recognized for our leadership.

Job Requisition ID: 91006