ASSOC, OV TAX

Overview

At Oceanview Life and Annuity Company, we are more than a financial services provider - We are a team dedicated to empowering individuals on their journey toward a financially secure retirement. Founded in 2018 and backed by Bayview Asset Management - A leading investment firm with approximately $19.1 Billion in assets under management as of May 31, 2024 - We have rapidly grown to over $13 Billion in consolidated assets as of June 30, 2024.

Our mission is rooted in simplicity and transparency. We offer straightforward annuity solutions and personalized service, allowing our clients to make confident decisions about their financial futures. Recognized for our financial strength with an “A” (Excellent) rating from A.M. Best, we provide the stability and trust our clients and employees can rely on.

Why join Oceanview?

• Impactful work: Contribute to a company that genuinely makes a difference in people’s lives by simplifying retirement planning and providing peace of mind.
• Growth and innovation: Be part of a rapidly expanding organization that encourages innovation and values your ideas.
• Collaborative environment: Work alongside a team of seasoned asset managers and financial experts who are committed to excellence and professional development.
• Commitment to excellence: Join a company that prides itself on financial strength, competitive rates, and personalized solutions tailored to clients’ unique needs.
• Strong partnerships: Engage with a broad network of over 16,000 agents, independent marketing organizations, banks and broker-dealers.
  
  

At Oceanview, we believe that our employees are our greatest asset. We are committed to fostering a supportive and dynamic work environment where you can thrive both personally and professionally. If you are passionate about making a meaningful impact and advancing your career in the financial services industry, we invite you to explore opportunities with us.

POSITION SUMMARY:

The primary responsibilities for this role include (but are not limited to) tax reporting, compliance and planning functions for our domestic and offshore insurance companies and affiliated entities. He / she will assist in the preparation of all tax filings and reporting in compliance with all required regulations, as well as assist in advising management on future changes to tax regulations and possible impact on the organization. This role is an integral part of Oceanview Finance and will work closely with the finance/accounting team. The Associate must effectively manage relationships with vendors and advisors as needed.

RESPONSIBILITIES:

• Prepare all tax provisions under U.S. GAAP and NAIC Statutory Accounting Principles
• Review tax compliance returns prepared by external CPA firm; maintain the tracking of all compliance returns and information schedules
• Prepare quarterly/yearly federal exercise tax returns
• Prepare quarterly/yearly federal and state estimated tax payments
• Perform a variety of tax operations and drive process improvements
• Assist in maintaining process and procedures for Tax Department
• Document GAAP/STAT/Tax treatment of all major tax positions
• Perform liaison role with accounting finance and loan accounting in order to prepare tax provision
• Prepare/or review on and off-balance sheet reconcilements and calculations for reasonableness and errors
• Respond to various taxing authorities about notices and communicate status to the supervisor
• Productively work with internal colleagues and investment manager team members in the Denver office as well as off-site locations
• Perform other job-related duties as assigned
  
  

Qualifications AND EXPERIENCE:

• Bachelor’s degree in accounting or related field
• Master’s degree in Taxation or Accounting is a plus
• Overall, a minimum of 2 - 3 year’s experience in Tax or Tax Accounting, not including internship experience
• Preference for a combination background of professional services (Big 4 preferred) and corporate industry
• S. Federal Corporate Tax with working knowledge of ASC 740 required; working knowledge of NAIC SSAP 101 preferred; familiarity with FAS 109 and FIN 48
• S Federal and state and international tax experience with life insurance companies preferred
• Experience with derivatives and financial instruments preferred
• Excellent analytical and problem-solving skills
• Attention to detail and accuracy
• Ability to work independently and as part of a team
• Strong organizational and time management skills
• Experience with International tax compliance is a plus
• Experience working with complex tax-related transactions is plus
  
  

SKILLS:

• Advanced proficiency in Excel, Word, and PowerPoint is essential.
• Experience with Tax research tools such as BNA or Bloomberg Tax
• Exceptional verbal and written communication abilities.
  
  

Certifications, Licenses, and/or Registration

• CPA preferred
  
  

LOCATION and COMPENSATION:

• This role will be based in Birmingham, AL or Denver, CO
• This role will be Hybrid (Tues - Thurs on site)
• Base compensation is expected to be $92,000 - $110,000* with the opportunity for incentive compensation including bonus compensation.
• Salary may vary based on work experience, market conditions, location, and qualifications/training.
  
  

EEOC:

Oceanview is an Equal Employment Opportunity employer. All aspects of consideration for employment and employment with the Company are governed on the basis of merit, competence and qualifications without regard to race, color, religion, sex, national origin, age, disability, veteran status, sexual orientation, or any other category protected by federal, state, or local law.