Location: Des Moines, IA or Overland Park, KS or Topeka, KS(Hybrid: In-office Monday & Friday, Remote Tuesday-Thursday)
Schedule: Monday – Friday
Job Type: Full-Time
Are you a seasoned tax professional with expertise in investment taxation ? Do you thrive in a role where you can leverage your technical skills to optimize tax structures and minimize risk? We are seeking an Investment Tax Manager to serve as the go-to expert for all investment tax matters. This role offers a hybrid work schedule , a collaborative environment , and the opportunity to work with cutting-edge tax and investment accounting systems. If you're ready to take your career to the next level, apply today!
Key Responsibilities:
- Lead investment tax strategies by tracking and maintaining tax basis for partnerships, CLO residuals, and alternative investments.
- Analyze security and debt investments to determine tax treatment and ensure compliance with applicable regulations.
- Oversee tax reporting and compliance , including GAAP and Statutory quarterly tax provisions, tax return workpapers, and financial disclosures.
- Optimize tax processes by leveraging automation and investment accounting systems, ensuring accuracy and efficiency.
Qualifications:
- Bachelor’s degree in Accounting, Finance, or a related field (CPA and/or Master’s in Accounting or Taxation preferred).
- 8+ years of experience in public accounting or a large corporate tax environment.
- Expertise in investment taxation , corporate federal insurance income tax, and GAAP audits.
- Proficiency in Microsoft Office, with advanced Excel skills preferred; experience with PeopleSoft, Oracle Tax Reporting, and PAM investment accounting is a plus.
- Experienced with ASC 740 (income tax provisions)
This is a high-impact role
with the opportunity to drive tax efficiency in a fast-paced, investment-focused environment
. If you’re an analytical thinker with a passion for investment tax strategy
, we want to hear from you! Apply now!
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