Sr. Associate, Tax

Fortitude Reinsurance Company Ltd. (Fortitude Re) is one of the world’s leading

providers of legacy reinsurance solutions. They work with the world’s leading

insurance companies to help them execute comprehensive, transformational

solutions for legacy Life & Annuity and P&C lines. Fortitude Re manages a

general account of approximately $111 billion across life, annuity, and property

& casualty insurance products. The company takes a long-term view on growth and

is proud to be backed by a consortium of sophisticated institutional investors

led by The Carlyle Group and T&D Insurance Group. Incorporated under the laws of

Bermuda on January 1, 2017, Fortitude Re’s roots in the insurance industry and

the experience of their leadership go back many decades. Fortitude Re’s

leadership team has an average industry tenure of over 20 years, and an

impressive track record of successfully managing the most complex legacy

liabilities. Their deep insurance experience and proprietary risk modeling

capabilities allow them to structure bespoke transactions that benefit both

insurance companies and their policyholders. Fortitude Re continues to

strengthen its ability to pursue further growth and provide innovative solutions

for the global insurance industry.   Click here [https://fortitude-re.com/] for

more information about Fortitude Re.

The Sr. Associate, Tax is an individual contributor responsible for managing the

day-to-day activities related to the company’s consolidated tax provision

process, investment-related tax matters, and tax technical implementation. This

role serves as a technical resource across income tax accounting and emerging

tax legislation, partnering closely with Finance, Treasury, Legal, and external

advisors to ensure compliance and accurate financial reporting.

Tax Provision (ASC 740)

• Manage the consolidation efforts of the annual and income tax provision

process under ASC 740, including current and deferred tax calculations.

• Prepare and review effective tax rate (ETR) analysis including various

management metrics.

• Maintain and reconcile deferred tax assets and liabilities, including the

associated valuation allowance analysis.

• Identify and incorporate the income tax provision impact of intercompany

transactions, separate company calculations, and consolidated return

adjustments.

• Coordinate with external auditors on tax provision review and sign-off;

responding to audit inquiries and information requests.

• Enhance tax provision models, processes, and internal controls to support

accuracy and efficiency.

• Prepare tax footnotes and disclosures for financial statements in compliance

with U.S. GAAP.

Investment Tax

• Manage tax matters related to the company's investment portfolio, including

equity investments, fixed income, alternatives, and derivatives.

• Serve as initial point of contact to facilitate information sharing between

the tax investment strategy team, financial controllership, and tax

operations.

• Coordinate with Treasury and Investment teams on the tax reporting impact of

portfolio transactions, restructurings of existing initiatives, and new

investment vehicles.

• Develop and maintain a working knowledge of our third-party investment

software, including building an effective relationship with representatives

of the vendor.

Tax Technical Implementation

• Serve as liaison to tax strategy to ensure proper reflection and application

of their analysis, including proposed and enacted 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 (IDRs).

• Maintain tax technical library and ensure policies and procedures reflect

current law.

Compliance & Cross-Functional Collaboration

• 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 to

facilitate tax input on business initiatives and financial reporting.

• Support junior tax staff through review, mentoring, and training on tax

concepts and processes.

What You Will Have

• Required

• Bachelor's degree in Accounting, Finance, or 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 with the ability to

analyze and apply the Internal Revenue Code, regulations, and case law.

• Proficiency with tax provision software (e.g., Corptax) and Microsoft Excel.
• Excellent written and verbal communication skills, with the ability to

present complex tax issues clearly to non-tax stakeholders.

• Interest in leveraging technology, automation, and AI-enabled tools to

improve efficiency and effectiveness.

Preferred

• Master's degree in Taxation (MST or LLM).
• Experience in financial services, insurance, or investment management

industries.

• Experience with state and local tax (SALT) matters including nexus analysis

and apportionment.

• Exposure to tax technology tools and process automation.
• Experience with Clearwater investment software.

#LI-Remote

The base salary range for this role is listed below and will be commensurate

with candidate experience. Pay ranges for candidates may differ based on the

cost of labor in that location. In addition to base salary, all employees are

eligible for an annual bonus based on company and individual performance as well

as a generous benefits package.

Base Salary Range

$110,000—$125,000 USD

At Fortitude Re, our strength has always come from our people. Our success is

deeply rooted in our ability to embrace the unique attributes, perspectives and

experiences of every individual within our company.  Fostering a culture of

inclusion and belonging where everyone—regardless of background, race, religion,

sexual orientation or gender identity—feels valued and respected is a foundation

of our culture.

We are committed to being an equal opportunity employer and evaluate qualified

applicants without regard to race, color, religion, sex, pregnancy (including

childbirth, lactation and related medical conditions), national origin, age,

physical and mental disability, marital status, sexual orientation, gender

identity, gender expression, genetic information (including characteristics and

testing), military and veteran status, diversity of thought and any other

characteristic protected by applicable law.

To all recruitment agencies:  Unless you have been requested to work on this

position, or other positions with Fortitude Re, please do not forward any

resumes to Fortitude Re employees.  Fortitude Re is not responsible for any fees

related to unsolicited resumes.

Check us out on YouTube:  About Fortitude Re (youtube.com)

[https://www.youtube.com/@FortitudeRe/featured]

By submitting your application, you agree that Fortitude Re may collect your

personal data for recruiting purposes. For more on how we handle your personal

data, please review our Applicant Privacy Notice

[https://app.careerpuck.com/page/fortitude-re-hidnt].  Concerned about

recruitment fraud? Learn how to verify Fortitude Re's recruitment

process: Recruitment Fraud Notice

[https://app.careerpuck.com/page/fortitude-re-yxmo6]

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