Investment Tax Specialist

Symetra has an exciting new opportunity to join us as an Investment Tax Specialist!

About the role

As 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.

What you will do

• Perform investment tax liability and provision calculations and reporting
• Manage federal income tax compliance for investments, including returns, K‑1s, accounting methods, and planning for new investments
• Ensure effective tax controls and accurate, consistent investment tax analytics
• Streamline and optimize investment tax data and reporting processes
• Partner with Investment Accounting and cross‑functional teams to deliver high‑quality reporting
• Identify and communicate investment tax planning opportunities to leadership
• Conduct tax research and advise on domestic and international investment matters
• Coordinate with external advisors and review alternative investment structures for tax considerations

Why Work at Symetra

Here’s what some of our employees have to say about why they work at Symetra:

“I chose Symetra because I heard it was a pro-employee company—and it’s 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

 

"Symetra cares about doing what's right for their customers and that we have a great culture." - Jackie B., Regional Account Manager

What we offer you

Benefits and Perks

We don’t 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.

• Flexible full-time or hybrid telecommuting arrangements
• Plan for your future with our 401(k) plan and take advantage of immediate vesting and company matching up to 6%
• Paid time away including vacation and sick time, flex days and ten paid holidays
• Give back to your community and double your impact through our company matching
• Want more details? Check out our Symetra Benefits Overview

Compensation

Salary Range: $128,700 - $214,600 plus eligibility for the company annual bonus program.

Qualifications

Who You Are:

• You have a high school diploma (required), plus a BA/BS in a related field preferred.
• 10–15 years of experience in investment tax, corporate tax, or a related area
• Proven experience with investment tax liability, provision calculations, and reporting
• Strong knowledge of federal income tax compliance for investments, including returns, K‑1s, and accounting methods
• Ability to maintain effective tax controls and ensure accurate, consistent investment tax analytics
• Experience optimizing investment tax data and reporting processes
• Trusted partner to Investment Accounting and cross‑functional teams
• Skilled in identifying and communicating investment tax planning opportunities to leadership
• Experience conducting tax research on domestic and international investments and working with external advisors

We empower inclusion

At Symetra, we aspire to be the most inclusive insurance company in the country. We’re building a place where every employee feels valued, respected, and has opportunities to contribute.

Inclusion 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 effor