• Prepare and review of GAAP income tax provisions and deferred balance sheets in accordance with ASC 740.
• Preparation and review of Statutory income tax provisions and SSAP 101 reporting for life insurance entities.
• Prepare and review of federal and state income tax returns and estimated payments for life and non-life entities in the group.
• Prepare investment related schedules for the corporate income tax returns for accurate investment income and capital gain/loss reporting.
• Communicate with external auditors and provide requested information as needed.
• Initiate tax software automation and process improvements.
• Assist in analysis of new transactions and investments as needed.
• Perform tax research and make recommendations based on analysis.
• Summarize foreign information reporting requirements for corporate tax returns to include Forms 926, 5471, 8865, 8991, 8992 and 8993.
• Calculate tax basis of Sammons Financial Group Companies’ balance sheet (including investments).
• Analyze tax aspects of new reinsurance treaties; assist general accounting and actuarial teams in analyzing the impact of taxes in capital and product pricing models. Support the annual business plan process.