Tax Accountant

Company: American Life Financial Partners, LLC / American Life (American Life & Security Corp.)

Location: Lincoln, NE
-or
- Manhattan, NY

American Life is a cutting-edge, tech-forward life and annuity insurance carrier. As a subsidiary of American Life Financial Partners, LLC—alongside sister companies Seneca Re and 1505 Capital—we combine industry best practices with state-of-the-art, entirely cloud-based digital platforms to deliver market-leading retirement solutions. Backed by explosive growth, a solid AM Best B++ financial strength rating, and a commitment to challenging the status quo, we are modernizing insurance operations.

Our core operating entity,
American Life & Security Corp. (ALSC), is a fast-growing annuity carrier with Assets under Management (AUM) approaching $8 billion and annual sales approaching $1.5 billion driven by our competitive Multi-Year Guarantee Annuity (MYGA) and Fixed Index Annuity (FIA) portfolios.

At American Life Financial Partners, LLC,
our accounting, and finance infrastructure operates across both Statutory and GAAP reporting frameworks. We are expanding this financial core and seeking a visionary, system-savvy Tax Accountant to spearhead all aspects of state premium tax, annuitant, distribution tax reporting and help the technological transformation to One Source™ tax software.

Our finance team thrives on a high-performance, high-trust culture. We expect our leaders to live these values daily:

• Accountability: Earn confidence and trust by demonstrating ownership, commitment, and follow-through in achieving results. Asking for help is being accountable and a sign of strength (not weakness).
• Achieve Results: Understand the key priorities of the CFO for the year, quarter, month, and week. Be a “productive unicorn” not a “busy mule.” We are productive, not busy.
• Act with Integrity: This industry is built on trust and integrity. If you pause to ask, “is this ok to be doing...?” it is not ok. Transparency builds trust; do what is right.
• Agility: Manage priorities effectively and adapt quickly to achieve goals.
• Business Acumen: Build a deep understanding of the business to guide decisions and actions that support strategy.
• Communication: Inform and influence others clearly, timely, and appropriately.
• Courage: Do not be afraid to speak up when it matters, ask tough questions, make decisions, and/or admit when help is needed and when you are wrong.
• Development: Exhibit curiosity and pursue learning opportunities.
• Focus on the Customer: Our CFO motto is “Trusted business partners.” Be sure you understand the customers’ needs/problem before trying to help.
• Inclusion: Drive collaborative solutions and results by seeking and valuing diverse backgrounds, experiences, and perspectives from our customers.
• Resilience: Adapt and thrive in complex, uncertain, and changing situations.
• Self–Awareness: Demonstrate the ability to identify, assess, and manage the interpersonal dynamics of yourself and others in a variety of situations. Share positive and negative feedback on the behavior (not the person).
• Value People: PEOPLE are our only sustainable competitive advantage.
• Work Collaboratively: We are a fast-growing company. Whether you are in Lincoln, Nebraska, NYC, or remote, we are stronger as an informed team. Transparency builds trust.

The Tax Accountant will provide core operational support to the Senior Tax Accounting and Planning Lead. This role focuses on day-to-day corporate tax compliance, monthly data preparation, and backup withholding execution. You will act as a key execution engine during critical system migrations, regulatory filings, and business inquiry resolutions. This position blends foundational insurance tax accounting with modern enterprise cloud data environments.

• Reports to: Head of Accounting Systems & Financial Reporting

• Form 5498 Lifecycle: Own the end-to-end data validation and generation process for IRS Form 5498 (IRA Contribution Information) for Qualified Annuities.
• Fair Market Value Auditing: Verify prior-year December 31 Fair Market Value (FMV) ledger…