Dir, Client Accounting-Tax Services

Overview

This remote role is responsible for leading client accounting and tax services for Life, Absence, Disability, and VB product lines. The position is expected to be worked from home within the continental US. On occasions based on business need, you may be requested to come to the office; any such requests will be communicated in advance.

Responsibilities

• Provide leadership for client accounting functions supporting Life, Absence, Disability and VB product lines.
• Partner with operations, product, finance, tax, and sales teams to ensure alignment and seamless delivery of accounting services.
• Lead initiatives to enhance financial accuracy, streamline procedures, and improve client outcomes across multifaceted product portfolios.
• Oversee end-to-end client accounting processes, including billing, premium collection, remittance, and reconciliation.
• Ensure compliance with internal controls, accounting standards, product-specific regulatory requirements, and applicable tax rules.
• Strengthen accounting controls to reduce risk, enhance audit readiness, and ensure accuracy across all product lines.
• Maintain strong internal controls over client billing, cash handling, and revenue recognition processes.
• Prepare or oversee reporting packages, including client financial summaries, performance metrics, and audit documentation.
• Support sales and leadership by providing financial insights for client renewals, pricing, and revenue forecasting.
• Collaborate with Product, Actuary, and Distribution to develop and deploy alternate funding arrangements (participating, level-funded, hybrid, and non-participating) for applicable offerings.
• Work with IT/Systems teams to enhance financial system capabilities, reporting tools, and automation.
• Support internal audits, SOC controls, compliance reviews, and regulatory documentation.
• Serve as the senior financial partner for key or complex clients; lead resolution of escalated financial issues with professionalism, transparency, and urgency.
• Participate in client meetings to review billing performance, resolve issues, and discuss financial trends.
• Represent client accounting in cross-functional steering committees and business reviews.
• Enhance decision-making through data-driven insights and operational best practices.
• Contribute leave administration expertise as a preferred leave administrator for existing and prospective state clients.
• Perform other duties as required.

Requirements

• Familiarity with absence and leave programs (FMLA, state leaves, employer policies) and how they influence premium and eligibility management.
• Strong knowledge of GAAP premium accounting, cash application, account reconciliation, and financial adjustments.
• Ability to manage complex account structures, retroactive billing, premium corrections, and detailed client-level financial records.
• Proficiency with tools such as Excel (advanced), Power BI, Tableau, or similar financial/data platforms.
• Strong ability to interpret data to monitor account health, identify issues, and support client or broker conversations.
• Strong presentation and written and verbal communication skills for a client-facing financial environment.

Education & Experience

• Bachelor’s degree in Accounting, Finance, or a job-related field.
• 10+ years of job-related experience, including 5+ years of management experience.
• Knowledge of group insurance financial structures, including (but not limited to) premium administration, claims funding arrangements, product-specific billing requirements, and dividend accounting.
• Or an equivalent combination of education and experience.

Preferred Qualifications

• Master’s degree in a job-related field.
• Certification in a job-related field.
• Experience leading strategy, governance, and execution of disability and paid leave tax services, ensuring compliance with IRS regulations, and related sick pay reporting requirements.
• Understanding of the tax treatment of STD, LTD, SDI, and Paid Leave benefits.
• Experience managing employer and employee tax reporting obligations, including directing W-2, 1099, and Form 941 reporting processes.
• Subject matter expertise on premium funding arrangements, benefit taxation, and FICA/FUTA/SUTA requirements, as well as IRS Revenue Ruling 2004-55.
• Experience partnering with clients and collaborating with finance, legal, payroll, and operations teams to mitigate tax risk, maintain regulatory compliance, and deliver accurate and timely tax reporting services.

Compensation & Benefits

• Salary range: $150,000 to $200,000.
• The range is specific to the job, and offers consider factors including education, experience, licensure, certifications, geographic location, and peer compensation.
• The range was created in good faith based on information known to the employer at the time of the posting.
• It is not typical to be hired at or near the top of the range; compensation decisions depend on the circumstances of each case.
• This salary range does not include potential incentive pay or benefits (provided separately when appropriate).

Additional benefits may include:

• Medical, dental, and vision coverage; prescription drug coverage
• Health care flexible spending and dependent care flexible spending
• Aflac supplemental policies (Accident, Cancer, Critical Illness and Hospital Indemnity offered at no costs to employee)
• 401(k) plans
• Annual bonuses
• Opportunity to purchase company stock
• 11 paid holidays annually
• Up to 20 days PTO to be used for any reason
• If eligible: state-mandated sick leave (Washington employees accrue 1-hour sick leave for every 40 hours worked) and other leaves of absence when eligible
• Compliance with applicable leave laws, including sick and safe leave, and adoption and parental leave, in all states and localities

Location

• Remote role; must be worked from home within the continental US.
• Occasional requests to come to the office may occur based on business need, with advance communication.

Posting End Date

• October 31, 2026