Tax Manager

Wilton RE

5d • $145,000 - $165,000 • Hybrid

About The Position

We are searching for an experienced Tax Manager at our Connecticut office. Wilton Re is an industry leader in the life (re)insurance space, specializing in the acquisition of in force life insurance and annuities. We are experienced industry specialists focused on the risk, capital and operational needs of our clients’ businesses. We provide our clients with the services they need from in force transactions and product development to underwriting and new business strategies. Wilton Re has the resources and expertise to pursue and successfully manage the largest life and annuity transactions in the market.

Requirements

• Minimum 6 years of insurance tax accounting experience (life insurance knowledge a plus)
• Highly motivated individual with ability to multi-task and complete deliverables within time constraints and deadlines in a fast paced, entrepreneurial environment
• Excellent written and oral communication skills
• Proficient in Microsoft office applications (e.g., Excel)
• Proficient in OneSource Tax Provision software a plus
• BA in Finance, Accounting or similar
• Advanced degree or certification (MST, MSA, CPA)

Nice To Haves

• life insurance knowledge

Responsibilities

• Assist in the review of federal and state income tax accruals & reconciliations (current and deferred taxes; GAAP and SSAP101 and Bermuda EBS), including provision to return reconciliations and inter-company FIT settlements
• Review quarterly and annual financial statement disclosures (SSAP101 and GAAP basis)
• Review of federal and state income tax compliance, including preparation of federal and state returns, estimated tax payments and extensions
• Coordination of federal and state audits of all taxes
• Coordination of tax function/documentation with internal and external auditors
• Participating in SOX compliance, including reviewing process narratives and related test work
• Review miscellaneous tax returns and estimates including federal excise, premium/franchise, capital stock, CAT, municipal, use and property taxes
• Work closely with team on the policyholder and vendor tax administration policies, procedures, and systems to ensure compliance with tax withholdings and reporting requirements and all tax filings
• Work on ad hoc projects as needed (merger and acquisition activity, miscellaneous tax research)
• Streamline tax processes and provide training to team members

Benefits

• Competitive vacation and sick time, including company-paid holidays, floating holidays and early closing days
• 401(k) plan with employer contribution - US Employees Only
• Profit Sharing Program
• Competitive parental leave
• Health, vision, dental, and life insurance, including access to health and wellness programs
• Actuarial Development Program (ADP) for Actuarial employees taking exams
• Employee Assistance Program (EAP)

What This Job Offers

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