Brighthouse Financial
Manager, Tax & Audits (Charlotte, NC (Hybrid) or Remote)
Brighthouse Financial, Charlotte, North Carolina, United States, 28245
Overview
Manager, Tax & Audits (Charlotte, NC (Hybrid) or Remote) at
Brighthouse Financial Where You’ll Work
Our flexible, hybrid work model offers the option to work remotely or in the office. How You’ll Contribute
As a Manager, Tax Advocacy & Audits you’ll be responsible for supporting tax audits, tax planning, and tax advocacy. This position will also support other tax functional areas (e.g., federal and state income tax compliance and accounting, tax information reporting, premium tax). This position reports to the Director, Tax Advocacy & Risk Management. Responsibilities
Support the company’s tax controversy activities, serving as primary or secondary point of contact for federal and state tax authorities during tax examinations. Preparation or review of responses to notices and examinations by federal and state tax authorities, including liaising with other departments to gather and analyze data, understanding the company’s accounting methods and how they’re operationalized, and how the accounting information gets reflected on the income tax returns. Research and document tax technical return positions. Support the company’s tax planning initiatives, model tax impacts related to forecasts, legislative changes, changes to return positions, and tax planning strategies. Gather information and perform computations to facilitate tax planning initiatives (e.g., E&P, FTC carryforwards, tax basis). Research and document tax technical and tax risk aspects of tax planning strategies. Support the company’s FIN48/Contingent Tax Liabilities process, including identifying and evaluating tax risks that may require a reserve, maintaining FIN48 reserves and interest calculations, and maintaining non-income tax reserves and interest calculations. Support the company’s tax advocacy activities, including serving as liaison to ACLI working groups and monitoring potential tax legislative changes. Support the company’s federal and state income tax accounting/reporting and compliance activities, including participation in the quarterly financial close, review or preparation of book-tax adjustments, current and deferred tax calculations, effective tax rate reconciliations, internal metrics, and tax footnotes; review of federal income tax returns and related workpapers; preparation of complex tax adjustments such as foreign tax credits; review of standalone and consolidated state returns; identify process improvements to the tax compliance processes. Support other tax functional areas as needed (e.g., premium and other non-income taxes, tax information withholding). We’re Looking For People Who Have
4-6 years of federal and state income tax experience at a life insurance or financial services company or at a nationally recognized accounting firm, or a combination thereof. In-depth knowledge and understanding of US GAAP and tax accounting (ASC 740) principles related to corporations. Experience with and understanding of insurance statutory and tax accounting (SSAP 101) preferred. Proficient with MS Excel, Access, Word, PowerPoint and Project. Strong data analysis and manipulation skills. Experience using CorpTax, investment accounting systems (PAM for Investments) and general ledger systems (SAP). Experience with Alteryx and other BI tools a plus. Prefer candidates who have or are pursuing CPA. Strong communication skills, both oral and written. Strong accounting, analytical, and tax technical research skills. Note: Research shows some people may not apply for a role if they don’t check all the boxes of a job description. If you don’t check every box listed, that’s okay. We would love to hear from you. What You’ll Receive
Compensation – Base salary ranging from $120,000 to $135,000 plus competitive performance-based incentives determined by company and individual results. Flexible Work Environment – Work remotely or in the office to better thrive in all areas of life. Paid Time Off – Minimum of 20 days of paid time off and 16 paid company holidays per calendar year plus paid volunteer time and paid study time. Financial Health – 401(k) with company match (up to 6%), annual company non-discretionary contribution (3%), 15% employee stock purchase plan discount, and financial counseling services. Health and Wellness – Competitive medical, vision, and dental plans plus tax-free health savings accounts with potential company contributions up to $1,000 per family. Family Support – Up to 16 weeks of paid leave for new parents, backup dependent care, dependent care flexible spending account, and up to a $25,000 lifetime maximum for adoption, infertility, or surrogacy journey. Life and Disability Support – Company-paid basic life insurance and short-term disability insurance. The company and your department may occasionally gather in person throughout the year to foster a culture of belonging and promote team building. We’d love for you to join us during those company-wide and department-wide events to help you strengthen connections across the company. Why join us?
Brighthouse Financial is on a mission to help people achieve financial security. Our company is one of the largest providers of annuities and life insurance in the U.S., and we specialize in products designed to help people protect what they’ve earned and ensure it lasts. We empower employees to collaborate, bring their passion to work, and make an impact. Our inclusive work environment fosters a culture that celebrates diverse backgrounds and experiences. You can find out more about our company culture by visiting brighthousefinancial.com/about-us/careers/. We’re one of the largest providers of annuities and life insurance in the U.S., and our commitment to being a great place to work has earned us recognition from Forbes as one of America’s Best Midsize Employers, from Newsweek as one of the Most Trustworthy Companies in America, and as one of the Healthiest Employers of Greater Charlotte. Ranked by 2023 admitted assets. Best’s Review: Top 200 U.S. Life/Health Insurers. AM Best, 2024. Seniority level
Mid-Senior level Employment type
Full-time Job function
Accounting/Auditing and Finance Industries
Insurance and Business Consulting and Services Referrals increase your chances of interviewing at Brighthouse Financial by 2x Inferred from the description for this job
Medical insurance Vision insurance 401(k) Paid maternity leave Paid paternity leave Get notified about new Tax Manager jobs in Charlotte, NC.
#J-18808-Ljbffr
Manager, Tax & Audits (Charlotte, NC (Hybrid) or Remote) at
Brighthouse Financial Where You’ll Work
Our flexible, hybrid work model offers the option to work remotely or in the office. How You’ll Contribute
As a Manager, Tax Advocacy & Audits you’ll be responsible for supporting tax audits, tax planning, and tax advocacy. This position will also support other tax functional areas (e.g., federal and state income tax compliance and accounting, tax information reporting, premium tax). This position reports to the Director, Tax Advocacy & Risk Management. Responsibilities
Support the company’s tax controversy activities, serving as primary or secondary point of contact for federal and state tax authorities during tax examinations. Preparation or review of responses to notices and examinations by federal and state tax authorities, including liaising with other departments to gather and analyze data, understanding the company’s accounting methods and how they’re operationalized, and how the accounting information gets reflected on the income tax returns. Research and document tax technical return positions. Support the company’s tax planning initiatives, model tax impacts related to forecasts, legislative changes, changes to return positions, and tax planning strategies. Gather information and perform computations to facilitate tax planning initiatives (e.g., E&P, FTC carryforwards, tax basis). Research and document tax technical and tax risk aspects of tax planning strategies. Support the company’s FIN48/Contingent Tax Liabilities process, including identifying and evaluating tax risks that may require a reserve, maintaining FIN48 reserves and interest calculations, and maintaining non-income tax reserves and interest calculations. Support the company’s tax advocacy activities, including serving as liaison to ACLI working groups and monitoring potential tax legislative changes. Support the company’s federal and state income tax accounting/reporting and compliance activities, including participation in the quarterly financial close, review or preparation of book-tax adjustments, current and deferred tax calculations, effective tax rate reconciliations, internal metrics, and tax footnotes; review of federal income tax returns and related workpapers; preparation of complex tax adjustments such as foreign tax credits; review of standalone and consolidated state returns; identify process improvements to the tax compliance processes. Support other tax functional areas as needed (e.g., premium and other non-income taxes, tax information withholding). We’re Looking For People Who Have
4-6 years of federal and state income tax experience at a life insurance or financial services company or at a nationally recognized accounting firm, or a combination thereof. In-depth knowledge and understanding of US GAAP and tax accounting (ASC 740) principles related to corporations. Experience with and understanding of insurance statutory and tax accounting (SSAP 101) preferred. Proficient with MS Excel, Access, Word, PowerPoint and Project. Strong data analysis and manipulation skills. Experience using CorpTax, investment accounting systems (PAM for Investments) and general ledger systems (SAP). Experience with Alteryx and other BI tools a plus. Prefer candidates who have or are pursuing CPA. Strong communication skills, both oral and written. Strong accounting, analytical, and tax technical research skills. Note: Research shows some people may not apply for a role if they don’t check all the boxes of a job description. If you don’t check every box listed, that’s okay. We would love to hear from you. What You’ll Receive
Compensation – Base salary ranging from $120,000 to $135,000 plus competitive performance-based incentives determined by company and individual results. Flexible Work Environment – Work remotely or in the office to better thrive in all areas of life. Paid Time Off – Minimum of 20 days of paid time off and 16 paid company holidays per calendar year plus paid volunteer time and paid study time. Financial Health – 401(k) with company match (up to 6%), annual company non-discretionary contribution (3%), 15% employee stock purchase plan discount, and financial counseling services. Health and Wellness – Competitive medical, vision, and dental plans plus tax-free health savings accounts with potential company contributions up to $1,000 per family. Family Support – Up to 16 weeks of paid leave for new parents, backup dependent care, dependent care flexible spending account, and up to a $25,000 lifetime maximum for adoption, infertility, or surrogacy journey. Life and Disability Support – Company-paid basic life insurance and short-term disability insurance. The company and your department may occasionally gather in person throughout the year to foster a culture of belonging and promote team building. We’d love for you to join us during those company-wide and department-wide events to help you strengthen connections across the company. Why join us?
Brighthouse Financial is on a mission to help people achieve financial security. Our company is one of the largest providers of annuities and life insurance in the U.S., and we specialize in products designed to help people protect what they’ve earned and ensure it lasts. We empower employees to collaborate, bring their passion to work, and make an impact. Our inclusive work environment fosters a culture that celebrates diverse backgrounds and experiences. You can find out more about our company culture by visiting brighthousefinancial.com/about-us/careers/. We’re one of the largest providers of annuities and life insurance in the U.S., and our commitment to being a great place to work has earned us recognition from Forbes as one of America’s Best Midsize Employers, from Newsweek as one of the Most Trustworthy Companies in America, and as one of the Healthiest Employers of Greater Charlotte. Ranked by 2023 admitted assets. Best’s Review: Top 200 U.S. Life/Health Insurers. AM Best, 2024. Seniority level
Mid-Senior level Employment type
Full-time Job function
Accounting/Auditing and Finance Industries
Insurance and Business Consulting and Services Referrals increase your chances of interviewing at Brighthouse Financial by 2x Inferred from the description for this job
Medical insurance Vision insurance 401(k) Paid maternity leave Paid paternity leave Get notified about new Tax Manager jobs in Charlotte, NC.
#J-18808-Ljbffr