Director / Manager of Tax - 10241

Job Description:

Administers the preparation of federal, state and local tax returns in accordance with tax laws and regulations and initiates the making of payments, elections, and files returns on a timely basis as required by the tax laws. Tax areas include insurance, C Corporation, international and tax-exempt organizations. Recommends corporate position based on research of current and pending tax laws; reviews accounting procedures for compliance with all laws; manages issues to assist in the settlement of federal, state and local audits; reviews FAS 109 Balance Sheets. Supports the research of new tax strategies. Works with consultants in providing business partner information on operational concerns. Tax areas include life (main focus) and property/casualty insurance, C Corporation, international and tax-exempt organizations.  

QUALIFICATIONS

Mandatory Minimum Qualifications - Must Have:

JOB RESPONSIBILITIES: 1. Directs the implementation of tax modules in programs designed by Systems for the production of accounting data and operating results. The complexity of the tax structure requires an active involvement with any system which incorporates tax calculations or generates data for tax calculations. 2. Directs the preparation and review of the federal and state/local tax return for all assigned enterprise companies. Tax areas include life and property/casualty insurance, C Corporation, international and tax-exempt organizations. 3. Coordinates all federal and state/local tax audits. Provides research for use in negotiated settlements for the most advantageous position for the comapny. Tax areas include life and property/casualty insurance, C Corporation, international and tax-exempt organizations. 4. Reviews analysis and reports. Manages legislative workload with existing compliance and planning. Develops personnel in the area of legislative activity. Tax areas include life and property/casualty insurance, C Corporation, international and tax-exempt organizations. 5. Advises the various accounting departments in the enterprise of the proper tax reporting policies of financial data and advises on record maintenance for tax purposes. 6. Interacts with other departments to provide guidance from a tax perspective for federal and state/local tax filing and review of documentation for examination by the IRS and other authorities. 7. Determines work assignments for the development of the tax provision for statutory and GAAP reports. Builds teams to support the reporting processes. Responsible for developing staff understanding of accounting as well as tax law. Resolves tax issues with accounting and/or financial auditors. Reports on Sarbanes Oxley controls. Authorizes tax payments and intercompany settlements. Tax areas include life and property/casualty insurance, C Corporation, international and tax-exempt organizations. 8. Analyzes the impact of federal taxes on the current direction of the assigned enterprise companies. This includes analysis and evaluation of the current and proposed tax law on the tax status of the companies as calculated from the current financial statements. This information is used as a base for the evaluation of the tax posture in the one-year operational and five-year strategic plans for operations and investments.. Tax areas include life and property/casualty insurance, C Corporation, international and tax-exempt organizations. 9. Works with senior management in evaluating current and proposed business transactions by incorporating the tax impact in the analysis. This requires a review of all acquisitions, divestitures, inter-company transactions, and reinsurance agreements. Tax areas include life and property/casualty insurance, C Corporation, international and tax-exempt organizations. 10. Directs associate management including: performance management, salary planning and administration, training and development, workflow planning, hiring and placement, and disciplinary actions. 11. Performs other related duties as assigned. JOB REQUIREMENTS: • Undergraduate degree with studies in tax, law or accounting. Progress towards Master in Taxation. CPA or JD desired • Minimum of eight years in insurance tax field for a life or multi-line insurance company, public accounting firm or law firm. Six years tax management experience. • Knowledge of federal and state/local tax law. Knowledge of statutory and/or GAAP accounting. Knowledge of modeling and tax systems. Knowledge of research techniques. • Ability to communicate as exemplified in position papers. Good verbal communication skills that allow a technical area to be understood by business unit executives. Ability to develop teams. Ability to negotiate with federal and state/local auditors as well as with business partners. Ability to evaluate tax laws and their impact on business operations. • Regularly and consistently demonstrates the company Values and Guiding Behaviors.  

Education:

None  

Certifications:

None  

Licenses:

None