Vice President, Head of Corporate Tax

Key Responsibilities

• Develop and implement tax strategies to minimize tax liabilities and enhance after-tax profits.
• Ensure compliance with all relevant federal and state tax laws.
• Oversee the statutory and GAAP financial reporting of taxes
• Oversee the preparation and filing of all tax returns and other required reports.
• Lead and manage the corporate and product tax teams, providing guidance, training, and development opportunities.
• Collaborate with internal and external stakeholders to identify and mitigate tax risks.
• Monitor changes in tax legislation and update company policies and procedures accordingly.
• Conduct tax research and provide strategic tax planning advice to senior management.
• Manage tax audits and disputes, negotiating settlements with taxing authorities as necessary.
• Prepare and present tax-related reports and analyses to senior leadership and the board of directors.
• Support acquisitions and other corporate transactions from a tax perspective.

Qualifications

• Bachelor's degree in Accounting and a state-registered CPA. A Juris Doctor or a Master's Degree in Accounting is preferred.
• Minimum of 20 years of experience in corporate tax, with at least 15 years in a leadership role. A minimum of 10 years of experience in product tax.
• Extensive knowledge of the tax laws that are relevant to the life, annuity, and property casualty insurance businesses:
• - A life insurance company’s policy acquisition costs and policy benefit reserves.
• - A property casualty insurance company’s unearned premiums and loss reserves.
• - Corporate acquisitions and dispositions.
• - Reinsurance.
• - Securities, derivatives, hedges, straddles, and partnerships.
• - Compensation.
• - Controlled foreign corporations, dual resident corporations, and outbound payments of income.
• - Payments from a life insurance policy. a MEC, and an annuity contract.
• - A life insurance policy’s and an annuity contract’s qualification as insurance.
• Proven ability to develop and implement effective tax strategies.
• Strong analytical, organizational, and project management skills.
• Excellent communication and presentation skills, with the ability to explain complex tax concepts to non-experts.
• Ability to conduct thorough tax research and provide strategic planning advice.
• Strong negotiation skills and experience in dealing with taxing authorities.
• High ethical standards and a commitment to integrity and compliance.
• Ability to work effectively in a fast-paced, dynamic environment.