Role Description
The Tax Accountant will provide core operational support to the Senior Tax Accounting and Planning Lead. This role focuses on day-to-day corporate tax compliance, monthly data preparation, and backup withholding execution. You will act as a key execution engine during critical system migrations, regulatory filings, and business inquiry resolutions. This position blends foundational insurance tax accounting with modern enterprise cloud data environments.
Qualifications
- Bachelor’s degree in accounting, finance, or a related field.
- 1–3 years of corporate tax, public accounting, or insurance/annuity tax operations experience.
- Foundational knowledge of IRS Form 5498, Form 1099 rules, backup withholding, Form 945 deposit rules, and corporate income tax (ASC 740 / SSAP 101).
- Intermediate to advanced Excel skills; familiarity with Oracle Ledger, Databricks, IRS EFTPS, or information reporting filing platforms is preferred.
- Strong verbal and written communication skills to handle technical tax questions from non-accounting professionals.
- High attention to detail, strong problem-solving skills, and an eagerness to learn cloud-based financial data tools.
Requirements
- Must be eligible to work in the United States.
Company Description
American Life is a cutting-edge, tech-forward life and annuity insurance carrier. As a subsidiary of American Life Financial Partners, LLC—alongside sister companies Seneca Re and 1505 Capital—we combine industry best practices with state-of-the-art, entirely cloud-based digital platforms to deliver market-leading retirement solutions.
- Backed by explosive growth and a solid AM Best B++ financial strength rating.
- Modernizing insurance operations with a commitment to challenging the status quo.
- Core operating entity, American Life & Security Corp. (ALSC), is a fast-growing annuity carrier with Assets under Management (AUM) approaching $8 billion and annual sales approaching $1.5 billion.