Principal – Tax Planning & Strategy

This is a fully remote position, open to applicants in United States.

📋 Description

• Identify, assess, and execute tax planning strategies that align with business goals, enhance tax efficiency, maintain tax attributes, and improve capital effectiveness.

• Oversee tax due diligence, structuring, modeling, and integration for acquisitions, divestitures, and reorganizations, which includes legal entity and intercompany arrangements.

• Direct international tax analysis and global initiatives, encompassing Pillar Two and Bermuda corporate income tax.

• Collaborate with parent-company stakeholders on U.S. and cross-border tax planning matters.

• Provide support to business lines and legal and operational teams regarding policyholder tax issues.

• Conduct research on complex and emerging tax topics; prepare and review technical memoranda and convey recommendations to senior stakeholders.

• Lead cross-functional projects from the analysis phase through to implementation.

• Manage engagements with external advisors and work in conjunction with internal tax teams.

• Mentor and train tax professionals, offering development opportunities through complex projects.

• Report to the VP, Head of Corporate Tax; function as an individual contributor without direct reports.

⛳️ Requirements

• CPA certification is required; a JD or LLM in Taxation is a plus.

• Over 10 years of progressive corporate tax experience in public accounting and/or within a large corporate tax function.

• Extensive experience in tax planning and transactions, including due diligence, structuring, and execution.

• Familiarity with international tax and Pillar Two; experience with Bermuda corporate income tax is strongly preferred.

• Experience in the insurance industry is highly desirable, particularly with respect to policyholder tax matters.

• In-depth understanding of U.S. corporate and consolidated return taxation.

• Strong technical research and analytical capabilities.

• Comprehensive understanding of international tax, global minimum tax obligations, and tax implications related to transactions.

• Capacity to link technical analysis with business economics, risk management, and strategic objectives.

• Ability to independently steer complex projects and influence stakeholders across various functions without direct authority.

• Excellent communication skills, sound judgment, a collaborative mindset, and a dedication to customer service and developing others.

🏝️ Benefits

• Comprehensive health, dental, and vision insurance.

• Mental health support services.

• Employee assistance program.

• Paid time off.

• Paid parental leave.

• Short-term disability coverage.

• Cultural observance day.

• Contributions to healthcare accounts.

• Pension plan.

• 401(k) plan with company matching.

• ProHealth Rewards platform offering cash incentives.

• Annual incentives based on individual and company performance.