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Job Summary
- Company
- Transamerica Life Insurance Company
- Location
- St. Petersburg, FL 33716
- Industries
- Financial Services
- Job Type
- Full Time
- Employee
- Years of Experience
- 5+ to 7 Years
- Education Level
- Bachelor's Degree
- Career Level
- Manager (Manager/Supervisor of Staff)
- Salary
- $84,000.00 - $139,000.00 /year
- Contact Information
- Transamerica Life Insurance Company
- Transamerica Life Insurance Company
Tax Manager
About the Job
Oversees the completion of the detailed analysis of holdings and income characterization for funds that primarilly invest in Real Estate Investment Trusts (REIT's); reviews and approves the wash sale analysis; oversees Passive Foreign Investment Company (PFIC) identification prosess; approves the defaulted bond interest accrual analysis; including identification of defaulted securities.; reviews and approves all tax filings (federal and state); responds to tax notices and FBAR; reviews and provides approval of the calculation of investment company taxable income and net capital gain or loss which is disclosed in the fund's annual reports; reviews and provides approval for all tax disclosure items within the annual and semi-annual reports for all funds; manages completion and dissemination of all 60 day notice requirements and shareholder tax reporting, including calculation of Qualified Dividend Income, Dividend Received Deduction and 1099 reporting; reviews dividend calculations for annual, quarterly and monthly paying funds, as well as final distributions for mergers; maintains matrix and supporting documentation for all tax positions for all funds in accordance with FASB Interpretation No. 48/ASC 740; completes foreign tax reclaim filings; responsible for review of offering documents for new types of investments within the funds to determine if the tax treatment of the security differs from book; oversees tax services provider to insure that annual tax provisions are completed on a timely basis; other duties as assigned.
Requires BS Accounting; 5-10 years of tax accounting experience, including 3-5 years of mutual fund tax accounting experience; 1-3 years of supervisory experience; ability to work effectively in a team environment; detailed knowledge of tax accounting for mutual funds including derivative investments; understanding of financial securities markets; effective interpersonal communication skills; ability to prioritize multiple responsibilities; proficiency with Excel and Word. Must be available for occassional travel. Knowledge of visual basic as used in Excel macros; partnership and master/feeder experience; Confluence knowledge; Certified Public Accountant preferred.
Transamerica's pay ranges are competitive and are based on the external labor market. An annual bonus opportunity may be available to regular employees. Job offer amounts are commensurate with applicant qualifications, level of experience and other compensable factors and are determined by hiring supervisors/managers.
Regular full-time and part-time employees working 20 hours or more per week are eligible for the AEGON USA, Inc. benefit package, which is a comprehensive benefit package including optional health, dental and vision insurance, flexible spending accounts, 401(k) with employer match, pension, tuition assistance, and much more! EOE
Requires BS Accounting; 5-10 years of tax accounting experience, including 3-5 years of mutual fund tax accounting experience; 1-3 years of supervisory experience; ability to work effectively in a team environment; detailed knowledge of tax accounting for mutual funds including derivative investments; understanding of financial securities markets; effective interpersonal communication skills; ability to prioritize multiple responsibilities; proficiency with Excel and Word. Must be available for occassional travel. Knowledge of visual basic as used in Excel macros; partnership and master/feeder experience; Confluence knowledge; Certified Public Accountant preferred.
Transamerica's pay ranges are competitive and are based on the external labor market. An annual bonus opportunity may be available to regular employees. Job offer amounts are commensurate with applicant qualifications, level of experience and other compensable factors and are determined by hiring supervisors/managers.
Regular full-time and part-time employees working 20 hours or more per week are eligible for the AEGON USA, Inc. benefit package, which is a comprehensive benefit package including optional health, dental and vision insurance, flexible spending accounts, 401(k) with employer match, pension, tuition assistance, and much more! EOE
