Logo
Security Benefit

Investment Tax Manager

Security Benefit, Topeka

Save Job

We're Looking for an experienced Investment Tax Manager!


About the Company:
Security Benefit is a leader in the U.S. retirement market with more than $55 billion in assets under management. We offer opportunities to thrive, innovate, and make an impact. As part of our team, youll play a key role in driving the future of the U.S. retirement industry. Security Benefit is a PLACE where we promise to help our customers To and Through Retirement .

Were proud to have been recognized as one of the best in the business:

  • Named to Wards 50 list of top-performing life-health insurance companies
  • Recognized on list of Ingrams Top 100 Private Companies in the Kansas City area in 2024

About the Role:
As an Investment Tax Manager , youll be an integral part of a collaborative, agile team. Youll design, analyze, and implement innovative solutions that drive efficiency and exceed expectations. The Investment Tax Manager position reports to the Assistant Vice President of Tax and can be based out of our office in Topeka or Overland Park, Kansas. We work a hybrid schedule, offering flexibility to work both remotely and on-site.

  • Maintain and track partner/partnership, CLO residual, and alternative investment tax basis.
  • Perform security/debt investment analysis to determine proper tax treatment.
  • Assist in the tax maintenance and utilization of PAM investment accounting system for tax.
  • Review, analyze, and recommend automation for calculating investment tax adjustments and tracking differences in book and tax basis.
  • Obtain and maintain international tax treaty relief where applicable.
  • Supervision, review, and preparation of:
    • GAAP and Statutory quarterly tax provisions, including related reporting disclosures, and management reports;
    • Review and prepare federal and state income tax return workpapers;
    • Review of quarterly forecasted income tax projections and effective tax rates;
    • Maintenance of tax basis balance sheets and deferred tax inventory supporting schedules;
  • Research and draft technical tax memorandums on proposed transactions and tax planning initiatives with an emphasis on investments.
  • Manage and help facilitate income tax audits and respond to state notices.
  • Develop and maintain a strong internal control environment within the Tax Accounting function.
  • Research and documentation of tax technical issues with an emphasis on investments.

What Were Looking For:

  • Bachelors degree in Accounting or Finance or related discipline/equivalent experience.
  • CPA and/or masters degree in Accounting or Taxation preferred.
  • 8+ years experience in public accounting or in a large corporate environment.
  • Strong technical background in review and preparation of quarterly provisions and associated tax footnotes.
  • Strong technical knowledge of Generally Accepted Accounting Principles (GAAP) and GAAP audits.
  • Corporate Federal Insurance income tax and/or investment tax knowledge/preparation a plus.
  • Knowledge of Statutory Accounting Principles a plus.
  • Knowledge of PeopleSoft, Oracle Tax Reporting Cloud System and Enterprise software a plus.
  • Knowledge of State Street PAM investment accounting system a plus.
  • Ability to work independently to identify tax issues and propose solutions.
  • Strong working knowledge of Microsoft Office, including Outlook, Word, and Excel, with advanced Excel skills preferred.

Why Choose Security Benefit?
When you join our team, youre not just getting a paycheck youre getting a career path full of growth opportunities, plus a robust benefits package that puts your well-being first. Heres what you can expect as a full-time Security Benefit associate:

  • Competitive salary and annual incentive bonuses to reward your contributions.
  • 33 days of paid time off (including PTO, holidays, Volunteer Day, and days of significance).
  • Paid parental leave after 90 days of service.
  • 401(k) with company match, plus Profit Sharing & Savings Plan.
  • Short- and Long-Term Disability Insurance to give you peace of mind.
  • Flexible Spending Accounts for medical and dependent care.
  • Life Insurance to protect your loved ones.
  • Educational assistance to support your career development.
  • Associate assistance programs for your personal and professional well-being.

Ready to Make an Impact?
Apply today by visiting our career page to submit your resume. Were excited to meet you!

Security Benefit is an Equal Opportunity Employer.

#J-18808-Ljbffr