Associate Director, Tax

Overview

An organization is seeking an Associate Director, Tax to join their Finance team. This role leads income tax compliance including tax provisions under Generally Accepted Accounting Principles (GAAP) and statutory reporting, federal, state, and local tax returns, as well as tax planning and projects. The Associate Director, Tax supports the Tax leadership team in developing department strategy and reports to the Senior Director, Tax.

Location

• Remote position
• Candidates must reside in Boston, MA
• Fully remote with potential future hybrid work involving presence at a local hub office

Compensation & Benefits

• Base salary range: $162,453 - $213,220 per year
• Eligible for employee benefits
• Participation in an unlimited vacation program
• Annual performance bonuses
• Benefits include medical, dental, vision, 11 paid holidays, paid sick time, paid parental leave, 401(k) plan participation, life and disability insurance, and paid wellness time and reimbursements

Responsibilities

• Manage annual and quarterly tax GAAP and statutory tax provision processes
• Lead internal and external relationships supporting tax provision processes
• Review U.S. federal, state, and local tax returns and estimates for corporate holding companies and insurance subsidiaries
• Manage relationships with external consultants related to tax returns
• Ensure integrity of tax accounting and compliance results using technology solutions, collaborating with Finance Transformation and external vendors
• Manage tax responses to audits and notices, including correspondence with internal and external parties
• Ensure compliance with indirect tax functions
• Prepare financial data and analysis to support tax forecasting and projects
• Partner with Finance and business areas to address tax issues and meet organizational goals
• Stay informed and educate others on developments in insurance tax and their potential impact
• Develop and implement tax strategies and planning opportunities
• Automate processes to improve tax compliance and provide analytical insights
• Ensure compliance with all applicable laws and regulations
• Perform other duties as assigned

Requirements

• Bachelor's degree in Accounting or 4 years of commensurate experience
• 7+ years of tax experience in a public accounting firm or equivalent corporate tax department experience
• Proficient in using tax code and regulations
• Strong knowledge of ASC 740
• Minimum 3 years of experience as a team leader

Preferred Qualifications

• CPA certification and/or Master's degree in Taxation
• Experience with Statement of Statutory Accounting Principle (SSAP) 101 reporting
• Knowledge of domestic tax issues affecting U.S. insurance companies
• Experience implementing tax provision software
• Ability to work with large datasets to build models and leverage analytical tools
• Experience with state tax nexus considerations

Equal Opportunity & Compliance

The employer is an equal opportunity organization committed to nondiscriminatory hiring practices and fostering an inclusive environment. Applicants are considered solely based on qualifications without regard to disability or need for accommodation. Reasonable accommodations during the application process are available upon request.

Additional Information

Final offer amounts within the stated base pay range are determined by relevant skills, education, and experience.