Director Of Tax Planning

Overview

• Lead strategic tax planning and research initiatives within a dynamic corporate tax department.
• Collaborate with senior leadership to establish and achieve strategic tax goals.
• Drive process improvements and technology changes to enhance efficiency and effectiveness.
• Oversee tax compliance, financial reporting, and policyholder reporting requirements.
• Engage with industry groups on tax legislative and technical issues.
• Present tax issues and opportunities to stakeholders, including senior leadership and the board.
• Foster team development through staffing, training, and leadership initiatives.
• Build and maintain effective relationships with internal and external partners.

Key Responsibilities & Duties

• Develop and implement strategic tax planning initiatives to optimize organizational tax obligations.
• Lead financial planning and analysis activities for the tax department.
• Collaborate with legal and operations teams on compliance matters.
• Address emerging tax-related financial reporting issues effectively.
• Coordinate with industry groups to address legislative and technical tax issues.
• Present tax strategies and updates to senior leadership and board members.
• Drive team development through training and leadership initiatives.
• Ensure compliance with all tax regulations and reporting requirements.

Job Requirements

• Bachelor’s degree in accounting or related field required.
• Minimum of 15 years of relevant experience, preferably in the insurance industry.
• Advanced degrees such as JD or MST are preferred but not essential.
• Proven experience in large accounting or law firms is highly valued.
• Strong verbal and written communication skills are essential.
• Demonstrated critical thinking and project management capabilities.
• Ability to lead and collaborate effectively within a team environment.
• Commitment to fostering a positive and inclusive team culture.