Corporate Tax Manager

Job Description

Providing for loved ones, planning rewarding retirements, saving enough for whatever lies ahead – our policyholders count on us to be there when it matters most. It’s a big ask, but it’s one that we have the power to deliver when we work together. We collaborate and innovate – pushing one another to transform not just Pacific Life, but the entire industry for the better.

Why? Because it’s the right thing to do. Pacific Life is more than a job, it’s a career with purpose. It’s a career where you have the support, balance, and resources to make a positive impact on the future – including your own.

We’re actively seeking a talented Tax Manager to join our Corporate Tax department in Newport Beach, CA, or in our brand-new office in downtown Charlotte, NC.

As a Tax Manager, you will play a critical role in leading tax accounting and compliance matters for the company. You will be responsible for overseeing and managing ASC 740 tax accounting and reporting and US tax compliance. This role involves coordinating with colleagues from various departments across the enterprise. The Tax Manager will need to be proficient in ASC 740 and corporate taxation.

Life insurance company taxation and SSAP 101 tax accounting are a plus.

• Prepare/review consolidated provisions with an emphasis on the technical application of tax accounting rules
  • Tax related analysis and footnotes to be included in the Company’s financial statement filings
  • Quarterly forecasting including effective tax rate and cash tax projections
  • Uncertain tax positions under ASC 740
• Support various requests from external auditors in the annual review processes with effective communication with the auditors
• Support compliance with SOX controls / ICFR
• Perform research to assist with tax accounting initiatives
• Provide ASC 740 technical guidance to less experienced team members
• Interact with corporate accounting, finance teams, and treasury on tax accounting matters
• Advise and support business teams across the enterprise to provide tax analysis on various business initiatives
• Manage the digitization and integration of income tax provision and compliance processes
• Oversee and manage external advisors in preparation of certain tax forms and tax compliance calculations, including coordinating data requests across division business teams, responding to document requests, review of tax returns, and return to provision analysis
• Manage special tax accounting or tax compliance projects as needed

• Bachelor's degree in accounting or finance
• Minimum 6 years of progressive tax experience; combination of Big 4 and corporate experience with concentration in income tax accounting and corporate taxation

• Life insurance industry experience preferred
• Solid ASC 740 skills and experience; SSAP 101 a plus

• Work independently and proactively with minimal guidance
• Strong business acumen and critical thinking skills
• Project management skills and ability to manage external advisors
• Must be goal‑oriented and able to prioritize multiple tasks to meet deadlines in a timely manner
• A detail oriented, hands‑on and analytical tax professional with strong communication and excellent writing skills
• Strong work ethic, cross‑functional knowledge, and general accounting skills
• Process and documentation‑oriented with excellent Excel skills
• Experience in developing, presenting and implementing process improvements, new approaches and best practices (knowledge of Alteryx, Power BI a plus)
• Strong research, analytical, and Microsoft Office skills
• Experience with Longview tax provision software and One Source Income Tax

Base pay range: $119,000 - $165,000

The base pay range noted represents the company’s good faith minimum and maximum range for this role at the time of posting. The actual compensation offered to a candidate will be dependent upon several factors, including but not limited to experience, qualifications and geographic location. Also, most employees are eligible for additional incentive pay.

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