Counsel in connection with various federal income and estate tax law and compliance matters that may arise concerning the design, sale (or exchange of) and administration of variable insurance products, including the review and revision of variable insurance product disclosures and related point-of-sale materials.
Provide education and advice to product, sales, and service teams in connection with qualified and nonqualified plan tax law and compliance.
Provide legal support in connection with annuity and life insurance product development, administration and implementation.
Advise on existing and new statutory and regulatory requirements to ensure compliance.
Provide general corporate tax advice in connection with the company’s payroll, benefit taxation, information reporting and withholding, and other tax matters as assigned.

Juris Doctorate degree.
5+ years of experience within a law firm or in-house legal department with a focus on federal income tax law issues.
Eager willingness to learn new subject matter, including product tax issues related to the variable annuity and life insurance products.
Ability to manage and prioritize complex matters.
Established analytical and counseling skills.
Effective interpersonal skills with the ability to establish and maintain working relationships with others.
Ability to work independently and meet deadlines while handling multiple tasks with minimal supervision.
Capability to maintain professionalism under pressure.
Defined sense of ownership of tasks and responsibilities.

Tax Counsel

Key skills