September 12, 2023

Tax Staff Accountant

Location: Rosemont/Chicago, IL

Kuvare is a growth-oriented insurance platform that delivers diversified annuities, life insurance, and supplemental products to the middle-income and mass-affluent consumer segments through its acquisition-led growth strategy. Kuvare provides proven capabilities, strategic support, substantial resources, and patient capital to help insurance companies pursue and achieve sustainable growth opportunities. With its patient capital, Kuvare targets differentiated annuity and life insurance companies to bring into its family of brands.


The Tax Staff Accountant will provide administrative, tax and general accounting support to the finance team as a whole. The Tax Staff Accountant will have a thorough understanding of accounting principles and fundamental tax acumen, and will assist with routine department tasks, reconcile various accounts, handle clerical accounting operations, and provide general help throughout the department as needed.

Tax Specific:

•Prepare and file premium, state, federal, and municipal tax filings.

•Maintain all Tax Calendars for GILICO, LBL, & ULIC.

•Provide filing support in Wings, including supplemental schedules, schedule T, state pages, etc. 

•Reconcile Allstate/LBL Deferred Acquisition Cost (DAC) calculation.

•Assist with tax provisioning for year end and quarterly GAAP and STAT financial statements. 

•Assist with federal tax return supplemental calculations (i.e., DRD Deduction).

•Draft quarterly Deferred Acquisition Cost (DAC) calculation for LBL.

•File & pay federal reinsurance excise tax payments.

•Generate quarterly GAAP and STAT Investment Tax Reports.

•Prepare quarterly Tax MAR Binders.

•Provide tax compliance research support (admin codes, statutes, Treas. Reg., etc.)

•Provide first drafts in response to state/federal tax controversies.

Finance Department, as a whole:

•Account reconciliation preparation, including but not limited to; cash, reinsurance, investments, suspense, policy loans.

•Assist with research and compilation of annual Department of Insurance filings.

•Assist, as directed, with the preparation of quarterly and annual financial statements on a GAAP and statutory basis.

•Provide assistance with analysis of financial results.

Administrative Duties:

•Handling of incoming and outgoing mail / FedEx for the department

•Preparation for tax correspondence including envelopes, labels, assembling filings, and deliveries to post office.

•File organization and maintenance, including new file set up, scanning documents, etc.

•Drafting & filing various premium, state, federal tax returns; withholding returns and other miscellaneous filings.

•Manage all tax calendars for GILICO, LBL, & ULIC.

•Coordinate with TPAs to remedy open tax controversies.


•BA or BS degree in accounting or related field.

•MST in Taxation a plus.

•CPA candidate or CPA designation a plus.

•Previous experience in professional environment; life insurance industry a plus, but not required. 

•Experience, or interest in, corporate taxation a plus.

•Demonstrated ability to deliver timely results and attentive to deadlines

Kuvare company is an equal opportunity employer that makes hiring decisions based on merit, qualifications, and the business need. We are dedicated to a policy of nondiscrimination in employment on any basis including age, sex, color, race, creed, national origin, religious persuasion, marital status, political belief, or disability that does not prohibit performance of essential job functions. We encourage all qualified candidates to apply.

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