Associate, Tax Manager

All offices are currently open, and our employees are back 4 or 5 days a week in Hudson Yards, NY and 3 days a week in all other offices. If you have questions on this policy or the application process, please contact recruiting@gafg.com.

COMPANY OVERVIEW

Global Atlantic Financial Group is a leader in the U.S. life insurance and annuity industry, serving the needs of individuals and institutions. Global Atlantic is a majority-owned subsidiary of KKR, a leading global investment firm that offers alternative asset management across multiple strategies and capital markets solutions.

Global Atlantic is looking for a diverse team of talented individuals who reinforce our culture of collaboration and innovation. We are dedicated to the career development of our people because we know they are critical to our long-term success. Join our team and come grow with us. 

We use Greenhouse as our scheduling tool and communicate through their systems. At times, your email may block our communications. Please be sure to check your SPAM so that you do not miss critical information about our process, including scheduling. 

POSITION OVERVIEW

The Tax Manager will be responsible for the tax compliance and reporting process for GA’s invested assets. This includes tax accounting for a portfolio of securities, derivatives, real estate, partnerships and joint ventures. Opportunities for upward mobility available.

This challenging position will draw upon skills in research, accounting, problem solving and communication.  Tax compliance, financial reporting, and tax planning activities will be core responsibilities for this role.  Located in Boston, MA or Hartford, CT, the Tax Manager will need to be a motivated, diligent, detail orientated, and organized person.  

RESPONSIBILITIES INCLUDE

• Maintain deep understanding of GA’s investment portfolio and strategy
• Review quarterly and annual tax provision workpapers for invested assets
• Manage outsourced partnership compliance engagements
• Maintain process to manage compliance for new partnership structures, including an understanding of GAAP-to-Tax and STAT-to-Tax adjustments
• Manage and contribute to staff’s technical strength and professional development
• Work with multiple functions across the company including investment accounting, asset allocation, legal, and others
• Develop relationships with portfolio companies and third-party administrators to ensure we obtain accurate and timely information for tax processes
• Assist with various tax planning and research projects such as the review of proposed M&A transactions and new business initiatives; prepare written memorandums documenting findings
• Assist with technical questions and investment tax data requests

QUALIFICATIONS

• Bachelor’s Degree in Accounting, Finance, Mathematics, Economics, or related field with 5-7 years of related experience
• Asset management and/or partnership tax experience preferred
• Ability to review and analyze data and effectively present and communicate analysis
• Strong written communication skills and ability to perform and document tax research
• Knowledge of statutory and/or GAAP financial accounting including ASC 740 preferrable
• Demonstrated continuous learning approach in education and work experience; self-motivated to succeed
• Prior work or education experience demonstrating leadership, teamwork, and accountability desired
• Experience with MS Office Suite, particularly Excel.  Experience with OneSource compliance software a plus
• CPA preferred

***This role is not eligible for visa sponsorship now or in the future.

Various jurisdictions have passed pay transparency laws that require companies provide salary ranges for any positions for which they are accepting applications. Global Atlantic has offices in Atlanta, Batesville, Bermuda, Boston, Des Moines, Hartford, Indianapolis, and New York City. The base salary range posted below is inclusive of the lowest cost of living geography to the highest in which we have a Global Atlantic office. 

Global Atlantic’s base salary range is determined through an analysis of similar positions in the external labor market. Base pay is just one component of Global Atlantic’s total compensation package for employees and at times we hire outside the boundaries of the salary range. Other rewards may include annual cash bonuses, long-term incentives (equity), generous benefits (including immediate vesting on employee contributions to a 401(k), as well as a company match on your contributions), and sales incentives.  Actual compensation for all roles will be ba