Tax Planning & Analysis Manager

This role reports directly to the V.P. – Tax Planning and Analysis and supports key tax planning and analysis workstreams, including taxable income and effective tax rate (ETR) projections. This individual will partner closely with Fortitude’s Financial Planning and Analysis team (FP&A) and to understand the company’s U.S. GAAP and U.S. statutory pre-tax projections and will support the Tax Operations team’s quarterly tax provision process with respect to the interim period tax provision calculations, valuation allowance considerations, and the tax accounting implications associated with third-party and intercompany transactions. This role involves preparing reports to provide strategic tax advice to senior management to support business objectives and preparing necessary workpapers and memoranda that are incorporated into the overall tax provision process.

What You Will Do:

• Support the company’s taxable income and effective tax rate projection process, including managing data requests from groups outside tax and coordinating the required inputs and support from Tax Operations and Tax Strategy.

• Assist with scenario analyses related to taxable income and/or effective tax rate projections, preparing clear and accurate analytical support for review by senior team members.

• Partner with FP&A to understand pre-tax financial projections and help translate that information into tax-relevant inputs.

• Support quarterly tax provision processes including:

• • Interim period tax provision calculations

• • Valuation allowance support

• • Tax accounting considerations related to third-party and intercompany transactions

• Support quarterly documentation of tax and accounting treatment for intercompany transactions, partnering with Tax Operations and Tax Strategy and reflecting impacts in taxable income and ETR projections.

• Contribute to competitor and peer analysis projects by gathering data, performing analysis, and summarizing findings.

• Support the maintenance of U.S. earnings and profits (E&P) balances and subsidiary tax basis calculations for U.S. and non U.S. entities.

• Prepare workpapers, analyses, and memoranda that are incorporated into the broader tax provision and planning process.

• Collaborate effectively with colleagues across Tax Operations, Tax Strategy, FP&A, and other internal stakeholders.

What You Will Have:

• Bachelor’s degree in Accounting, Finance, or a related field required.

• CPA, CMA, or other relevant certifications preferred but not required.

• Advanced degree (e.g., MBA, Master’s in Taxation) a plus.

• 4-6 years of tax experience in a corporate tax department or public accounting firm.

• Insurance tax experience and familiarity with tax issues for multinational financial institutions is required.

• Proven experience in supporting tax compliance, tax provision, and tax planning functions.

• Must be a self-starter, strong analytical and problem-solving skills with attention to detail.

• Proficiency in tax software and financial systems.

• Must have strong issue identification skills.

• Strong organizational and planning skills, with demonstrated ability to work efficiently and with integrity.

• Ability to manage multiple deliverables and deadlines with appropriate guidance.

• Demonstrated follow-through, organization and accountability.

• Attention to detail, proactive, flexibility/adaptability, and enthusiastic.

• Strong work ethic, listening skills, and openness to feedback and learning.

• Excellent written and verbal communication skills, with the ability to articulate complex tax issues to the Head of Tax and senior tax professionals.

• Collaborative mindset and ability to work effectively across Fortitude’s tax teams, internal partners, and external advisors.