Investment Tax Specialist

About The Role

As the Investment Tax Specialist, you will play a key role on the Corporate Tax team, focusing on investment tax compliance, accounting, planning, and research while supporting critical tax and investment processes across the organization.

What You Will Do

• Perform investment tax liability and provision calculations and reporting
• Manage federal income tax compliance for investments, including returns, K‑1s, accounting methods, and planning for new investments
• Ensure effective tax controls and accurate, consistent investment tax analytics
• Streamline and optimize investment tax data and reporting processes
• Partner with Investment Accounting and cross-functional teams to deliver high-quality reporting
• Identify and communicate investment tax planning opportunities to leadership
• Conduct tax research and advise on domestic and international investment matters
• Cook with external advisors and review alternative investment structures for tax considerations

Why Work at Symetra

Here’s what some of our employees have to say about why they work at Symetra:

• "I chose Symetra because I heard it was a pro-employee company—and it’s absolutely true. The work environment is supportive, the people are great, and the benefits are generous. Symetra truly cares about its employees. The relaxed atmosphere and opportunities to learn and grow—both within your role and beyond—make it a great place to build your career."
• "Symetra cares about doing what's right for their customers and that we have a great culture."

What We Offer You

• Benefits and Perks
• Flexible full-time or hybrid telecommuting arrangements
• Plan for your future with our 401(k) plan and take advantage of immediate vesting and company matching up to 6%
• Paid time away including vacation and sick time, flex days and ten paid holidays
• Give back to your community and double your impact through our company matching

Compensation

Salary Range: $128,700 - $214,600 plus eligibility for the company annual bonus program.

Who You Are

• You have a high school diploma (required), plus a BA/BS in a related field preferred.
• You have 10–15 years of experience in investment tax, corporate tax, or a related area.
• You have proven experience with investment tax liability, provision calculations, and reporting.
• You have strong knowledge of federal income tax compliance for investments, including returns, K‑1s, and accounting methods.
• You have ability to maintain effective tax controls and ensure accurate, consistent investment tax analytics.
• You have experience optimizing investment tax data and reporting processes.
• You are a trusted partner to Investment Accounting and cross-functional teams.
• You have skilled in identifying and communicating investment tax planning opportunities to leadership.
• You have experience conducting tax research on domestic and international investments and working with external advisors.

We Empower Inclusion

We empower inclusion at Symetra. We’re building a place where every employee feels valued, respected, and has opportunities to contribute. Inclusion is about recognizing our assumptions, considering multiple perspectives, and removing barriers. We accept and celebrate diverse experiences, identities, and perspectives, because lifting each other up fuels thought and builds a stronger, more innovative company.

Creating a World Where More People Have Access to Financial Freedom

At Symetra, we’re committed to helping people achieve their financial goals and feel confident about the future. We’re guided by the principles of Value, Transparency and Sustainability. We provide products and services people need at a competitive price, communicate clearly and openly so people understand what they’re buying, and design products—and operate our company—to stand the test of time. We’re committed to showing up for our communities, lifting up our employees, and standing up for diversity, equity and inclusion (DEI).

Work Authorization

Employer work visa sponsorship and support are not provided for this role. Applicants must be currently authorized to work in the United States at hire and must maintain authorization to work in the United States throughout their employment with our company.

Remote Network Minimum Requirements

Minimum Internet Speed: 100 Mbps download and 20 Mbps upload, in alignment with the FCC's definition of "broadband."

Internet Type: Fiber, Cable (e.g., Comcast, Spectrum), or DSL.

Not Permissible: Satellite (e.g., Starlink), cellular broadband (hotspot or otherwise), any other wireless technology, or wired dial-up.

Identity Verification

Symetra is committed to fair and secure hiring practices. For all roles, candidates will be required (after the initial phone screen) to be on video for all interviews. Symetra will take affirmative steps at key points in the process to verify that a candidate is not seeking employment fraudulently, e.g. through use of a false identity. Failure To Comply With Verification Procedures May Result In Disqualification from the recruitment processWithdrawal of a job offerTermination of employment and other criminal and/or civil remedies, if fraud is discovered

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