Sr. Associate, Tax

Fortitude Re•Jersey City, NJ

About The Position

The Sr. Associate, Tax is an individual contributor responsible for managing day-to-day activities related to the company’s consolidated tax provision process, investment-related tax matters, and tax technical implementation. The role serves as a technical resource across income tax accounting and emerging tax legislation, partnering with Finance, Treasury, Legal, and external advisors to support compliance and accurate financial reporting. The position manages consolidation of the annual and income tax provision process under ASC 740, including current and deferred tax calculations; prepares and reviews effective tax rate analysis and management metrics; maintains deferred tax assets and liabilities and related valuation allowance analysis; and addresses tax provision effects of intercompany transactions, separate company calculations, and consolidated return adjustments. It coordinates with external auditors, enhances provision models, processes, and internal controls, and prepares tax footnotes and disclosures in accordance with U.S. GAAP. The role manages tax matters for the investment portfolio, including equity investments, fixed income, alternatives, and derivatives. It facilitates information sharing among tax investment strategy, financial controllership, and tax operations; coordinates with Treasury and Investment teams on portfolio transaction and investment vehicle tax reporting; and develops working knowledge of third-party investment software. The Sr. Associate serves as a liaison to tax strategy to implement analysis of proposed and enacted legislation, regulations, and IRS guidance. The role implements tax planning opportunities, manages federal and state tax audits and related requests, maintains the tax technical library, and helps ensure policies and procedures reflect current law. It also assists with complex income tax returns, collaborates across business functions, and supports junior tax staff through review, mentoring, and training.

Requirements

Bachelor's degree in Accounting, Finance, or a related field.
CPA required.
4–7+ years of progressive corporate tax experience in public accounting (Big 4 or national firm) and/or industry.
Strong expertise in ASC 740 income tax accounting and financial statement tax reporting.
Demonstrated experience with investment tax matters, including alternative investments.
Strong tax technical research and implementation skills, including ability to analyze and apply the Internal Revenue Code, regulations, and case law.
Proficiency with tax provision software, such as Corptax, and Microsoft Excel.
Excellent written and verbal communication skills, including ability to clearly present complex tax issues to non-tax stakeholders.
Interest in using technology, automation, and AI-enabled tools to improve efficiency and effectiveness.

Nice To Haves

Master's degree in Taxation (MST or LLM).
Experience in financial services, insurance, or investment management industries.
Experience with state and local tax matters, including nexus analysis and apportionment.
Exposure to tax technology tools and process automation.
Experience with Clearwater investment software.

Responsibilities

Manage consolidation of the annual and income tax provision process under ASC 740, including current and deferred tax calculations.
Prepare and review effective tax rate analysis and related management metrics.
Maintain and reconcile deferred tax assets and liabilities, including valuation allowance analysis.
Identify and incorporate tax provision impacts of intercompany transactions, separate company calculations, and consolidated return adjustments.
Coordinate tax provision review and sign-off with external auditors and respond to audit inquiries and information requests.
Enhance tax provision models, processes, and internal controls.
Prepare tax footnotes and financial statement disclosures in compliance with U.S. GAAP.
Manage tax matters related to the investment portfolio, including equity investments, fixed income, alternatives, and derivatives.
Facilitate information sharing among the tax investment strategy team, financial controllership, and tax operations.
Coordinate with Treasury and Investment teams on tax reporting impacts of portfolio transactions, restructurings, and new investment vehicles.
Develop and maintain working knowledge of third-party investment software and relationships with its vendor representatives.
Serve as liaison to tax strategy to ensure appropriate reflection and application of analysis of tax legislation, regulations, and IRS guidance.
Implement tax planning opportunities, including credits, incentives, and method changes.
Manage and respond to federal and state tax audits, notices, and information document requests.
Maintain the tax technical library and ensure policies and procedures reflect current law.
Assist with preparation and review of complex federal, state, and local income tax returns, including consolidated filings.
Collaborate with Accounting, Strategic Finance, Legal, and Treasury on tax input for business initiatives and financial reporting.
Support junior tax staff through review, mentoring, and training on tax concepts and processes.