Job summary
Job post source
This job is directly from Security Benefit
Job overview
The Investment Tax Manager will serve as the subject matter expert for all company investments, focusing on investment taxation and minimizing tax consequences.
Responsibilities and impact
Daily responsibilities include maintaining tax basis, performing investment analysis, assisting with tax provisions, and managing tax audits while ensuring a strong internal control environment.
Compensation and benefits
Security Benefit offers a competitive salary, annual incentive bonuses, 33 days of paid time off, medical, dental, and vision insurance, a 401k with company match, and various other benefits.
Experience and skills
Candidates should have a Bachelor's degree in Accounting or Finance, CPA or master's degree preferred, and 8+ years of relevant experience, with strong knowledge of GAAP and investment tax.
Career development
The role offers opportunities for career growth within a nationally recognized company, emphasizing professional development and educational assistance.
Work environment and culture
Security Benefit promotes a progressive work environment with a hybrid model of remote and on-site work.
Company information
Security Benefit has been a leader in the U.S. retirement industry for over five decades, specializing in annuities and mutual fund programs.
Team overview
The candidate will join the Finance team, collaborating closely with investment accounting and operations teams.
Job location and travel
This position can be based in Topeka, Kansas, Overland Park, Kansas, or Des Moines, Iowa, with a hybrid work environment.
Application process
Interested candidates can apply through the career section of Security Benefit's website with their resume.
Unique job features
The role includes unique opportunities for automation in tax calculations and involvement in significant investment tax planning initiatives.
Company overview
Security Benefit is a financial services company specializing in retirement planning and investment solutions. They generate revenue through the sale of annuities, mutual funds, and other investment products aimed at helping individuals and institutions achieve financial security. Founded in 1892, the company has a long history of innovation in financial products and services, and it is headquartered in Topeka, Kansas. Security Benefit is known for its strong commitment to customer service and its strategic partnerships with financial advisors and institutions.
How to land this job
Position your resume to showcase your extensive experience in investment taxation and your ability to interact with investment accounting teams, as these are critical for the Investment Tax Manager role at Security Benefit.
Highlight your technical expertise with investment accounting systems, particularly any familiarity with State Street PAM, and your experience in managing tax implications of investments.
Apply through multiple platforms, including Security Benefit's corporate site and LinkedIn, to broaden your exposure and increase your chances of being noticed for this position.
Connect with professionals in the finance division at Security Benefit on LinkedIn to ask about the role; ice breakers could include discussing their recent projects or expressing enthusiasm about the company's innovative approach to retirement solutions.
Optimize your resume for ATS by incorporating key terms from the job description such as 'investment taxation,' 'GAAP,' and 'tax provisions' to ensure your application gets through initial screenings.
Utilizing Jennie Johnson's Power Apply feature can streamline your application process, helping you tailor your resume, find the best application channels, and identify LinkedIn connections to network with, maximizing your chances at Security Benefit.
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