Support tax due diligence, structuring, and modeling for corporate acquisitions, dispositions, reorganizations, and joint ventures
Perform tax analysis of transaction structures, purchase price allocations, and technical research related to transaction tax issues
Evaluate optimal tax placement considerations for alternative investment fund opportunities, as well as other traditional asset class transactions
Support development and implementation of US and International tax planning strategies and business initiatives
Conduct technical research on emerging legislation, IRS guidance, and industry-specific tax issues
Assist with global and domestic transfer pricing documentation and intercompany transaction analysis
Assist in responding to Federal and State tax authority inquiries, information requests, and audit examinations
Provide limited assistance with federal income tax compliance, including review of proforma returns and consolidated forms and workpapers
Provide periodic support to quarterly and annual U.S. GAAP tax provision calculations (ASC 740)
Work closely with cross‑functional teams (Finance, Treasury, Legal, Investments) to gather data and ensure accuracy of tax reporting

5+ years of public accounting (Big 4 of large regional firm) and/or in-house corporate tax experience
Insurance Industry exposure is a plus but not required
In-depth understanding of U.S. federal income tax principles, including areas such as M&A, investments, and partnerships
Strong ASC 740 and general accounting knowledge with an understanding of tax implications on general ledger and financial statements
Ability to manage deadlines and demonstrate effective time management
Strong organizational, analytical, and problem-solving skills with attention to detail and a strong operational focus
Data analysis and data extraction skills, including advanced Microsoft Excel skills and use of pivot tables
Excellent verbal, written, and interpersonal communication skills, with ability and experience working collaboratively in a team environment
Excellent analytical, research, and problem‑solving skills
Proficiency with tax research tools and Microsoft Excel; experience with tax compliance software is a plus

multiple medical plans plus dental, vision and prescription drug coverage
a competitive 401k with generous matching
PTO beginning at 20 days per year
up to 12 paid company holidays per year plus 2 paid days of Volunteer Time Offer
basic Life and AD&D Insurance as well as Short and Long-Term Disability
Paid Parental Leave of up to 10 weeks
Student Loan Assistance and Tuition Reimbursement
Backup Child and Elder Care

Director, Taxation Services

Key skills