Senior Tax Analyst presso EquiTrust Life Insurance Company

Posting Title: Vice President, Investment Accounting
Location: Chicago, IL (Mostly Off-Site)
Employment Type: Full-time
Salary Range: $86,833.00-$119,395.00

About Us:
EquiTrust Life Insurance Company is a national carrier of competitive, client-friendly annuity products sold through a variety of distribution channels, including more than 20,000 independent agents and independent marketing organizations (IMOs). Since 2003, we have provided exceptional customer service to our clients by operating with integrity and passion. Our efforts are supported by a dedicated workforce who execute their responsibilities through teamwork and an entrepreneurial spirit. EquiTrust sells products nationwide and is headquartered in Chicago, Illinois, with operations in West Des Moines, Iowa.

How You’ll Contribute:

As a Senior Tax Analyst, you will play a key role in the preparation, analysis, and review of corporate federal and state income tax accounting and reporting activities. You will collaborate across departments—including Financial Reporting, Investment Accounting, Treasury, Actuarial, and Financial Planning & Analysis—to ensure compliance, accuracy, and efficiency in all tax-related matters. You will also support automation initiatives, maintain robust documentation, and contribute to a culture of integrity and continuous improvement. This is an opportunity to apply your expertise in taxation within a collaborative and inclusive team dedicated to organizational excellence.

What You’ll Do:

• Prepare and review corporate federal and state income tax accounting and reporting for multiple life insurance entities.

• Execute monthly and quarterly close activities, including tax provision and financial statement disclosures.

• Calculate and analyze deferred tax assets and liabilities in accordance with NAIC Statutory SSAP 101 and GAAP ASC 740.

• Prepare journal entries and perform reconciliations of general ledger tax accounts.

• Review federal and state tax returns prepared by external providers and ensure timely compliance.

• Coordinate outsourced premium tax filing processes and analyze withholding tax processes.

• Support automation initiatives to improve tax provision and reporting systems.

• Partner with Treasury to ensure timely and accurate tax payments.

• Maintain organized and audit-ready tax records.

• Contribute to a positive, inclusive team environment that encourages collaboration, professional growth, and innovation.

What You’ll Bring:

Education:

• Bachelor’s degree in Accounting or Finance required.

• Master of Science in Taxation preferred.

• CPA strongly preferred.

Experience:

• Minimum 4 years of corporate tax experience within a tax department or public accounting firm.

• At least 3 years of experience in the insurance or financial services industry.

• Experience with tax automation tools preferred.

• Life insurance or annuity experience a plus.

• State and local tax experience a plus.

Knowledge, Skills, and Abilities:

• Strong knowledge of corporate tax accounting processes and relevant tax forms (e.g., Form 1120, 1120-PC, 1120-L).

• Advanced proficiency in Excel, Word, PowerPoint, ERP systems, and tax provision applications.

• Excellent analytical, communication, and problem-solving skills.

• Ability to work both independently and collaboratively across diverse teams.

• Strong attention to detail and commitment to quality.

• Demonstrated ability to adapt to change and drive process improvements.

• Commitment to integrity, accountability, and teamwork.

Physical Requirements:

• Ability to sit for extended periods while using a computer.

• Occasional standing, walking, bending, or reaching.

• Must be able to lift up to 10 lbs occasionally.

Where You’ll Work:

• Location: Chicago, Illinois
• Work Arrangements: Mostly Off-Site
• Travel Requirements: Infrequent (less than 5% of the time) 

Compensation and Pay Philosophy: 
The pay range for this role is $86,833.00-$119,395.00. This reflects the expected compensation for the position at the time of posting. The final offer will be based on factors such as the candidate’s experience, qualifications, geographic location, and internal equity, and may be higher or lower than the posted range. The pay range is subject to change in the future in accordance with applicable laws. EquiTrust is committed to fair and competitive compensation that considers individual and organizational needs.  

Total Rewards:
In addition to base pay, eligible employees may receive an annual discretionary incentive bonus and access to a competitive benefits package including: 

• Medical, Dental & Vision coverage:
• 401(k) with Company Match
• Paid time off: Vacation, Sick, Holiday, and more
• Paid Parental Leave for both Mothers and Fathers
• Hybrid/Remote Work Options
• Early Friday Closure

EquiTrust is an Equal Opportunity Employer and participates in the U.S. Federal E-Verify program. Applicants have rights under federal and state employment laws. To learn more, visit EquiTrust Careers. 

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