- Manage the consolidation of the annual and income tax provision process under ASC 740.
- Prepare and review effective tax rate (ETR) analysis and maintain deferred tax assets and liabilities.
- Oversee tax matters for the investment portfolio, including equity, fixed income, and derivatives.
- Serve as the initial point of contact between tax strategy, investment teams, and financial controllership.
- Coordinate with external auditors on tax provision review and sign-off.
- Implement tax planning opportunities and manage federal and state tax audits.
- Prepare tax footnotes and disclosures for U.S. GAAP financial statements.