Company Overview: A leading retirement services, insurance, and asset management organization serving both individual and institutional clients across the U.S. With a longstanding presence in the financial services industry, the firm manages a substantial insurance and investment platform and continues to grow across its retirement and wealth management businesses.
Role Overview: The organization is seeking a Director, Life Taxation to join its tax leadership team. This role will support the life insurance business and oversee tax reporting, tax accounting, tax compliance, and planning activities while partnering closely with finance leadership and key business stakeholders on strategic tax matters.
Location Options: New York, NY | Charlotte, NC
Hybrid Requirement: 3-days/week on-site
Job Responsibilities:
- Manage tax provision, tax planning, and tax compliance activities for the life insurance business.
- Oversee corporate income tax reporting and tax accounting processes.
- Analyze the tax implications of transactions and strategic business initiatives.
- Review and monitor federal and state tax matters.
- Partner closely with finance, accounting, and business leaders on tax-related issues.
- Develop and communicate tax analyses, positions, and recommendations to leadership.
- Support and mentor members of the tax team.
- Assist with tax strategy initiatives aimed at optimizing the organization's overall tax position.
- Coordinate with external auditors, consultants, and regulatory stakeholders as needed.
- Drive process improvements across tax reporting, compliance, and planning functions.
Qualifications:
- Strong background in tax provision (ASC 740), tax accounting, compliance, and planning.
- Corporate insurance tax experience required.
- Prior people leadership, supervisory, or mentoring experience preferred.
- Experience within life insurance, annuities, retirement services, reinsurance, or insurance asset management organizations preferred.
- CPA preferred.
- Experience with insurance industry and asset management tax matters preferred.
- Strong analytical, problem-solving, and project management skills.
- Ability to work cross-functionally and communicate complex tax concepts to non-tax stakeholders.
If this sounds like a role that you'd be interested in, don't hesitate to apply. Interviews are currently in progress!
