Vice President of Tax

Vice President of Tax

About the Company

A large, established life insurance and retirement services organization offering annuity, investment, and retirement income solutions.

Industry
Insurance

Type
Privately Held

About the Role

The Company is seeking a Vice President of Tax to lead and manage all aspects of the tax function. This includes tax compliance, reporting, planning, and strategy within a complex and highly regulated financial services business. The successful candidate will be responsible for overseeing federal, state, and local income tax reporting requirements, managing tax provisions in accordance with GAAP and statutory reporting, and providing guidance on tax matters related to the company's financial products. The role also involves evaluating the tax impact of strategic transactions, managing relationships with external auditors and tax advisors, and driving process improvements within the tax function. Applicants for the Vice President of Tax position at the company should have a Bachelor's degree in accounting, finance, or a related field, with a CPA certification required. A minimum of 10 years' progressive tax experience, including leadership roles, is necessary, with a strong preference for those with a background in the life insurance, annuity, or broader insurance industry. The role demands a deep knowledge of corporate taxation, ASC 740, and tax provision requirements, as well as experience in managing complex tax compliance and reporting processes. The ideal candidate will have a proven track record of partnering with executive leadership, influencing business decisions, and driving process improvements. Strong leadership, communication, and team development skills are essential, as is the ability to operate effectively in a fast-paced, highly visible environment.

Functions

• Finance