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Investment Tax Specialist

icon building Company : Symetra
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Job Description - Investment Tax Specialist

Symetra has an exciting new opportunity to join us as an Investment Tax Specialist!\n\nAbout the role\n\nAs the Investment Tax Specialist, you will play a key role on the Corporate Tax team, focusing on investment tax compliance, accounting, planning, and research while supporting critical tax and investment processes across the organization.\n\nWhat you will do\n\n * Perform investment tax liability and provision calculations and reporting \n * Manage federal income tax compliance for investments, including returns, K\u20111s, accounting methods, and planning for new investments \n * Ensure effective tax controls and accurate, consistent investment tax analytics \n * Streamline and optimize investment tax data and reporting processes \n * Partner with Investment Accounting and cross\u2011functional teams to deliver high\u2011quality reporting \n * Identify and communicate investment tax planning opportunities to leadership \n * Conduct tax research and advise on domestic and international investment matters \n * Coordinate with external advisors and review alternative investment structures for tax considerations\n\n\n\nWhy Work at Symetra\n\nHere\u0027s what some of our employees have to say about why they work at Symetra:\n\n\"I chose Symetra because I heard it was a pro-employee company--and it\u0027s absolutely true. The work environment is supportive, the people are great, and the benefits are generous. Symetra truly cares about its employees. The relaxed atmosphere and opportunities to learn and grow--both within your role and beyond--make it a great place to build your career.\" \\- Alicia L., Claims Examiner\n\n \n\n\"Symetra cares about doing what\u0027s right for their customers and that we have a great culture.\" - Jackie B., Regional Account Manager \n\nWhat we offer you\n\nBenefits and Perks\n\nWe don\u0027t take a \"one-size-fits-all\" approach when it comes to our employees. Our programs are designed to make your life better both at work and at home.\n\n * Flexible full-time or hybrid telecommuting arrangements\n * Plan for your future with our 401(k) plan and take advantage of immediate vesting and company matching up to 6%\n * Paid time away including vacation and sick time, flex days and ten paid holidays\n * Give back to your community and double your impact through our company matching \n * Want more details? Check out our Symetra Benefits Overview\n\n\n\nCompensation\n\nSalary Range: $128,700 - $214,600 plus eligibility for the company annual bonus program. \n\nWho You Are: \n\n * You have a high school diploma (required), plus a BA/BS in a related field preferred. \n * 10-15 years of experience in investment tax, corporate tax, or a related area \n * Proven experience with investment tax liability, provision calculations, and reporting \n * Strong knowledge of federal income tax compliance for investments, including returns, K\u20111s, and accounting methods \n * Ability to maintain effective tax controls and ensure accurate, consistent investment tax analytics \n * Experience optimizing investment tax data and reporting processes \n * Trusted partner to Investment Accounting and cross\u2011functional teams \n * Skilled in identifying and communicating investment tax planning opportunities to leadership \n * Experience conducting tax research on domestic and international investments and working with external advisors\n\n\n\nWe empower inclusion\n\nAt Symetra, we aspire to be the most inclusive insurance company in the country. We\u0027re building a place where every employee feels valued, respected, and has opportunities to contribute. \n\nInclusion is about recognizing our assumptions, considering multiple perspectives, and removing barriers. We accept and celebrate diverse experiences, identities, and perspectives, because lifting each other up fuels thought and builds a stronger, more innovative company. We invite you to learn more about our efforts here.\n\nCreating a world where more people have access to financial freedom\n\nSymetra is a national financial services company dedicated to helping people achieve their financial goals and feel confident about the future. In our daily work, we\u0027re guided by the principles of Value, Transparency and Sustainability. This means we provide products and services people need at a competitive price, we communicate clearly and openly so people understand what they\u0027re buying, and we design products--and operate our company--to stand the test of time. We\u0027re committed to showing up for our communities, lifting up our employees, and standing up for diversity, equity and inclusion (DEI). Join our team and help us create a world where more people have access to financial freedom.\n\nFor more information about our careers visit https://symetra.eightfold.ai/careers/\n\nWork Authorization\n\nEmployer work visa sponsorship and support are not provided for this role. Applicants must be currently authorized to work in the United States at hire and must maintain authorization to work in the United States throughout their employment with our company.\n\nPlease review Symetra\u0027s Remote Network Minimum Requirements:\n\nAs a remote-first organization committed to providing a positive experience for both employees and customers, Symetra has the following standards for employees\u0027 internet connection:\n\n * Minimum Internet Speed: 100 Mbps download and 20 Mbps upload, in alignment with the FCC\u0027s definition of \"broadband.\"\n * Internet Type: Fiber, Cable (e.g., Comcast, Spectrum), or DSL.\n * Not Permissible: Satellite (e.g., Starlink), cellular broadband (hotspot or otherwise), any other wireless technology, or wired dial-up.\n\n\n\nWhen applying to jobs at Symetra you\u0027ll be asked to test your internet speed and confirm that your internet connection meets or exceeds Symetra\u0027s standard as outlined above. \n\nIdentity Verification \n\nSymetra is committed to fair and secure hiring practices. For all roles, candidates will be required (after the initial phone screen) to be on video for all interviews. Symetra will take affirmative steps at key points in the process to verify that a candidate is not seeking employment fraudulently, e.g. through use of a false identity. \n\nFailure to comply with verification procedures may result in:\n\n * Disqualification from the recruitment process\n * Withdrawal of a job offer\n * Termination of employment and other criminal and/or civil remedies, if fraud is discovered\n\n\n\n#LI-BW1\n\n#REMOTE\n
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