Director Of Tax Planning

Overview

• Lead strategic tax planning and research initiatives to optimize organizational tax strategies and compliance.
• Collaborate with senior leadership to align tax strategies with overall business objectives.
• Drive process improvements and implement technology solutions to enhance tax department efficiency.
• Oversee compliance with tax regulations, financial reporting, and policyholder reporting requirements.
• Engage with industry groups to address legislative and technical tax issues effectively.
• Present tax strategies and updates to stakeholders, including senior leadership and the board.
• Foster team development through staffing, training, and leadership initiatives.
• Cultivate and maintain strong 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 within the tax department.
• Collaborate with legal and operations teams on compliance and reporting matters.
• Address emerging tax-related financial reporting issues with innovative solutions.
• Coordinate with industry groups to influence legislative and technical tax developments.
• Present tax strategies and updates to senior leadership and board members.
• Drive team development through training, mentorship, and leadership initiatives.
• Ensure compliance with all applicable tax regulations and reporting requirements.

Job Requirements

• Bachelor’s degree in accounting or a related field is required.
• Minimum of 10 years of relevant experience, with 15 years preferred.
• Advanced degrees such as JD or MST are highly valued.
• Experience in large accounting or law firms is advantageous.
• Strong verbal and written communication skills are essential.
• Demonstrated critical thinking and project management capabilities.
• Proven ability to lead and collaborate effectively within a team environment.
• Commitment to fostering a positive and inclusive team culture.