Director, Finance (Tax)

Nassau Financial Group • Hartford, CT

51d • $145,000 - $165,000

About The Position

Reporting to the Finance Tax leader, the Director, Finance (Tax) supports the Company’s strategic initiatives from a tax perspective and assists with recurring tax compliance and related deliverables. The role collaborates with Legal and internal stakeholders on strategic transactions, providing tax support and analysis. It researches, analyzes, and documents tax issues and conclusions, monitors tax developments, and works with industry trade groups to keep the Company informed. The position also recommends and implements tax process and procedure improvements, particularly for tax risk management, and works across Corporate Finance and other Company functions as needed.

The position supports partnership tax matters and serves as the primary tax business partner to the Asset Management business segment. It assists with domestic and international compliance, product tax matters, tax audits and appeals, uncertain tax position valuation, and enterprise tax risk management. It also conducts independent research and communicates findings to the 2VP of Tax and broader Company management.

The role is based with Nassau Financial Group, a financial services company focused on insurance and asset management. Extended working hours may be required during financial close cycles and as business needs dictate.

Requirements

• Bachelor’s degree in Accounting or a related field, or a Juris Doctor degree.
• At least 8 years of accounting and tax experience.
• 3–6 years of experience in a mid-level tax role in the insurance industry.
• Deep experience researching and evaluating technical tax issues and related risks, and writing about tax matters.
• Ability to work collaboratively and independently in a fast-paced, dynamic environment.
• Strong execution skills, including the ability to build and manage a comprehensive plan and meet tight deadlines.
• Excellent judgment, communication, and time-management skills.
• Strong technology skills and experience using applications such as Excel, Access, Word, PowerPoint, Visio, and Microsoft Office.

Nice To Haves

• CPA certification.
• Master’s degree in Taxation.
• PeopleSoft experience.

Responsibilities

• Assist with partnership tax matters, including serving as a liaison with the compliance service provider regarding tax deliverables and analyses.
• Serve as the primary tax liaison and business partner to the Asset Management business segment, advising on tax issues, fund structures, and other vehicles.
• Assist with tax compliance deliverables across income, withholding, excise, and other tax types.
• Assist with international tax matters, including withholding tax, permanent establishment considerations, reportable payments under the Base Erosion tax regime, Pillar II requirements and calculations, and other cross-border issues.
• Monitor tax legislation, administrative guidance from tax authorities, and judicial developments that could affect the Company’s tax profile and results.
• Conduct independent tax research and analysis, document conclusions, and communicate results and impacts to the 2VP of Tax and broader Company management.
• Assist with product tax matters, including product qualification analysis, tax reporting, and customer inquiries.
• Assist with valuation of uncertain tax positions and management of enterprise tax risks.
• Support tax audits and appeals, including responding to auditor requests and tax notices and preparing required protests for tax appeals.
• Build collaborative relationships with Company business partners, including Actuarial, Compliance, and Operations.
• Perform other duties as assigned.

Benefits

• Medical insurance.
• Dental insurance.
• Vision insurance.
• Dependent life insurance benefits for employees’ spouses and dependent children.
• Benefit coverage begins on the date of hire, retroactively.
• Performance-driven incentives.
• Professional development opportunities.

What This Job Offers

• Job Type: Full-time
• Career Level: Director