Symetra has an exciting new opportunity to join us as an Investment Tax Specialist!
About the role
As theInvestment 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
Coordinate 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.” - Alicia L., Claims Examiner
"Symetra cares about doing what's right for their customers and that we have a great culture." - Jackie B., Regional Account Manager
What we offer you
Benefits and Perks
We don’t take a “one-size-fits-all” approach when it comes to our employees. Our programs are designed to make your life better both at work and at home.
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
Want more details? Check out ourSymetra Benefits Overview
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.
10–15 years of experience in investment tax, corporate tax, or a related area
Proven experience with investment tax liability, provision calculations, and reporting
Strong knowledge of federal income tax compliance for investments, including returns, K‑1s, and accounting methods
Ability to maintain effective tax controls and ensure accurate, consistent investment tax analytics
Experience optimizing investment tax data and reporting processes
Trusted partner to Investment Accounting and cross‑functional teams
Skilled in identifying and communicating investment tax planning opportunities to leadership
Experience conducting tax research on domestic and international investments and working with external advisors
We empower inclusion
At Symetra, we aspire to be the most inclusive insurance company in the country. 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. We invite you to learn more about our effortshere.
Creating a world where more people have access to financial freedom
Symetra is a national financial services company dedicated to helping people achieve their financial goals and feel confident about the future. In our daily work, we’re guided by the principles of Value, Transparency and Sustainability. This means we provide products and services people need at a competitive price, we communicate clearly and openly so people understand what they’re buying, and we 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). Join our team and help us create a world where more people have access to financial freedom.
For more information about our careers visit
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.
Please review Symetra’s Remote Network Minimum Requirements:
As a remote-first organization committed to providing a positive experience for both employees and customers, Symetra has the following standards for employees’ internet connection:
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.
When applying to jobs at Symetra you’ll be asked totest your internet speedand confirm that your internet connection meets or exceeds Symetra’s standard as outlined above.
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 process
Withdrawal of a job offer
Termination of employment and other criminal and/or civil remedies, if fraud is discovered
#REMOTE
Symetra is an insurance company that provides life insurance and stop loss insurance products. The company operates a Life Underwriting Department that handles complex individual life insurance applications, including high-net-worth and foreign national cases. Symetra is committed to empowering employees to make meaningful impacts through thoughtful underwriting decisions and fostering a collaborative culture focused on learning, partnership, and continuous improvement. The company values diversity, equity, and inclusion as active organizational priorities and emphasizes strong leadership that genuinely cares about employee development and community impact.
