Investment Tax Specialist

Symetra

31d • Remote

About The Position

As the Investment Tax Specialist, you will play a key role on the Corporate Tax team, focusing on investment tax compliance, accounting, planning, and research while supporting critical tax and investment processes across the organization.

Requirements

• You have a high school diploma (required), plus a BA/BS in a related field preferred.
• 10–15 years of experience in investment tax, corporate tax, or a related area
• Proven experience with investment tax liability, provision calculations, and reporting
• Strong knowledge of federal income tax compliance for investments, including returns, K‑1s, and accounting methods
• Ability to maintain effective tax controls and ensure accurate, consistent investment tax analytics
• Experience optimizing investment tax data and reporting processes
• Trusted partner to Investment Accounting and cross‑functional teams
• Skilled in identifying and communicating investment tax planning opportunities to leadership
• Experience conducting tax research on domestic and international investments and working with external advisors

Responsibilities

• Perform investment tax liability and provision calculations and reporting
• Manage federal income tax compliance for investments, including returns, K‑1s, accounting methods, and planning for new investments
• Ensure effective tax controls and accurate, consistent investment tax analytics
• Streamline and optimize investment tax data and reporting processes
• Partner with Investment Accounting and cross‑functional teams to deliver high‑quality reporting
• Identify and communicate investment tax planning opportunities to leadership
• Conduct tax research and advise on domestic and international investment matters
• Coordinate with external advisors and review alternative investment structures for tax considerations

Benefits

• Flexible full-time or hybrid telecommuting arrangements
• Plan for your future with our 401(k) plan and take advantage of immediate vesting and company matching up to 6%
• Paid time away including vacation and sick time, flex days and ten paid holidays
• Give back to your community and double your impact through our company matching

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Education Level: High school or GED
• Number of Employees: 501-1,000 employees