Associate Director, Tax
Job Summary
The Associate Director, Tax leads income tax compliance, including tax provisions under GAAP and Statutory reporting, and manages federal, state, and local tax returns. This role supports the Tax leadership team in developing department strategy and managing tax planning projects. You will report to the Sr. Director, Tax and collaborate with various finance departments to meet organizational tax goals.
Responsibilities
- Manage annual and quarterly GAAP/Statutory tax provisions
- Review federal, state, and local tax returns
- Lead tax audits and correspondence
- Develop tax strategies and planning
- Automate tax compliance processes
Required Skills
- 7+ years tax experience
- 3+ years team leadership
- Strong ASC 740 knowledge
- Proficiency with tax regulations
- Accounting/Tax degree
Job Details
Responsibilities:
- Manage the annual and quarterly tax GAAP and Statutory tax provision processes and lead the related internal and external relationships necessary to support these processes.
- Review U.S. federal, state, and local tax returns and estimates for the corporate holding companies and insurance subsidiaries and manage our relationship with external consultants on this work.
- Ensure integrity of tax accounting and compliance results using technology solutions, partnering with the Finance Transformation Team and the Company's external vendors.
- Manage tax responses to audits and notices and the related correspondence with internal and external parties.
- Ensure compliance with indirect tax compliance functions.
- Lead the preparation of financial data and analysis to support tax forecasting and projects.
- Partner with areas of Finance and the business to address tax issues and meet organizational goals.
- Stay abreast and educate others on developments within the insurance tax area and their possible effects to the Company.
- Help develop and implement tax strategies and planning opportunities.
- Automate processes to refine tax compliance and provide analytical insights.
- Compliance with all applicable laws and regulations.
- Other duties as assigned.
Requirements:
- Bachelor's degree in Accounting, or 4 years commensurate experience.
- 7+ years of tax experience in a public accounting firm or equivalent experience in a corporate tax department.
- Proficient in using code and regulations.
- Strong knowledge in ASC 740.
- 3+ years experience as a team leader.
Bonus points:
- CPA and/or Master's of Taxation.
- Statement of Statutory Accounting Principle (SSAP) 101 reporting.
- Knowledge of domestic tax issues affecting U.S. insurance companies.
- Experience implementing tax provision software.
- Work with large datasets to build models and leverage tools.
- Experience with state tax nexus considerations.