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Tax Analyst II

Pacific Life Insurance Company Newport Beach, CA

Job Description

Currently, we are seeking a talented Tax Analyst II to join the Corporate Division. The Corporate Division supports the goals and initiatives of all other divisions throughout the company and its subsidiaries.
  • Preparation of state income/franchise tax estimates and returns for Life and NonLife subsidiaries.
  • Preparation of federal tax returns for Corporations and Partnerships.
  • Preparation of disregarded entity taxable income statements.
  • Preparation of monthly/quarterly/annual sales and use tax returns.
  • Preparation of annual property tax returns.
  • Prepare Foreign Tax Withholding Exemption Applications for overseas private investments.
  • Research of tax issues and communication of findings.
  • Assist with providing company premium tax reports and schedules to outside consultants
  • Preparation of and payments/refunds of Department of Insurance tax invoices, assessments and other compliance filings.
  • Assist with the preparation of Foreign Bank and Financial Account Reports (FBAR), Foreign Account Tax Compliance Act (FATCA) compliance, and W-9 Compliance
  • Input K-1 information into tax return reconciliations.
  • Other duties as assigned.
  • BA/BS Degree in accounting or equivalent business degree.
  • 2-5 years tax experience in public accounting or equivalent private industry.
  • GAAP/Statutory accounting and life insurance experience desirable.
  • Strong MS Excel, Word and tax software experience required.
  • Interpersonal skills for communication with divisions, senior management, department of insurance representatives.
  • CPA (or candidate) desirable.
Note: Job level may vary based on skills and experience. 



Job Details

Date Posted April 17, 2019
Date Closes May 17, 2019
Requisition 607029
Located In Newport beach, CA
SOC Category 00-0000.00