Associate Director, Tax Accounting
About The Position
The Associate Director plays a key leadership role within the tax function and is responsible for managing the income tax provision and return related activities, ensuring accurate tax reporting, timely compliance with federal, state, and local tax requirements, and strong internal controls across the tax function. This is a hands-on leadership role with the opportunity to broaden technical tax experience, strengthen team leadership skills, and contribute to tax planning, audit support, and special projects in a dynamic corporate environment. The Associate Director reports directly to the Director of Corporate Tax.
Requirements
- Bachelor’s degree in Accounting, Finance, or a related field required; CPA or Enrolled Agent required.
- 5 to 10 years of U.S. federal income tax experience required.
- Strong experience with income tax provision and tax compliance, including federal, state, and local tax matters.
- Strong knowledge of ASC 740 and SSAP 101 tax accounting and disclosure requirements.
- Advanced Excel skills required.
- Demonstrated ability to lead, coach, and develop tax professionals.
- Excellent analytical, communication, organization, and project management skills.
Nice To Haves
- life and annuity insurance industry experience and public accounting experience strongly preferred.
- experience with OneSource Tax Provision, OneSource Income Tax, and Workday preferred.
Responsibilities
- Lead the income tax provision and reporting process under ASC 740 and SSAP 101, including related tax entries, disclosures, reconciliations, and supporting documentation.
- Lead tax forecasting, effective tax rate analysis, and other ad hoc tax reporting and modeling needs.
- Oversee federal, state, and local income tax compliance, including return preparation, review, filing coordination, and return-to-provision analysis.
- Review tax deliverables, improve processes, and strengthen internal controls to support accuracy, efficiency, and compliance.
- Manage external tax advisors to ensure timely, high-quality, and cost-effective tax engagements.
- Support tax planning initiatives by identifying opportunities to optimize the company’s tax position and mitigate risk.
- Conduct technical tax research and provide guidance on compliance, reporting, and business matters.
- Respond to audits and regulatory inquiries while monitoring changes in tax laws and industry-specific requirements.
- Collaborate with Financial Reporting, Accounting, Investment, Legal, PF&A and other internal stakeholders to provide tax insights on business operations and initiatives.
- Mentor and coach tax team members, supporting technical development, accountability, and achievement of departmental goals.
Benefits
- Base Pay Range
- Additional Compensation and Benefits
- 401(k) eligibility
- various paid time off benefits, such as vacation, sick time, and parental leave
- discretionary annual incentive programs
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What This Job Offers
Job Type
Full-time
Career Level
Manager
