Principal - Tax Planning & Strategy

Overview

This role is a senior technical position within the Corporate Tax Department, reporting to the VP, Head of Corporate Tax. The position leads complex tax planning, transaction support, and international tax initiatives, while supporting business lines and legal and operational teams on policyholder tax matters.

This is an individual-contributor role that combines deep technical expertise with strategic judgment and cross-functional leadership. While the role has no direct reports, it plays an important part in mentoring, training, and developing tax professionals across the department.

Responsibilities

• Identify, evaluate, and implement tax planning strategies that support business objectives, improve tax efficiency, preserve tax attributes, and enhance capital effectiveness.
• Lead tax diligence, structuring, modeling, and integration for acquisitions, dispositions, and reorganizations, including related legal-entity and intercompany arrangements.
• Lead international tax analysis and global initiatives, including Pillar Two and Bermuda corporate income tax, in coordination with parent-company and internal tax teams.
• Partner with parent-company stakeholders on U.S. and cross-border tax planning, evaluating the tax implications of investments, business structures, and strategic opportunities.
• Support business lines and legal and operational teams in addressing policyholder tax matters.
• Lead research on complex and emerging tax issues; prepare and review technical memoranda and communicate clear, actionable recommendations to senior stakeholders.
• Lead cross-functional projects from analysis through implementation, establishing clear priorities, responsibilities, documentation, and controls.
• Manage external advisor engagements and collaborate with internal tax teams to ensure consistent technical positions and effective execution.
• Mentor and train tax professionals by sharing technical knowledge and providing development opportunities through participation in complex projects.

Requirements

• CPA required; JD or LLM in Taxation a plus.
• 10+ years of progressive corporate tax experience in public accounting and/or a large corporate tax function.
• Significant experience in tax planning and transactions, including diligence, structuring, and implementation.
• Experience with international tax and Pillar Two; Bermuda corporate income tax experience strongly preferred.
• Insurance industry experience strongly preferred, including familiarity with policyholder tax matters.

Compensation & Benefits

• Salary range: $160,000 - $170,000 a year. Actual salaries may vary based on factors including job location, skills, and experience.
• Incentive opportunities: Additional incentive opportunities through an annual incentive based on individual and company performance.

Employee benefits include:

• Comprehensive health, dental, and vision insurance
• Mental health benefits and an employee assistance program
• Paid time off, paid parental leave, short-term disability, and a cultural observance day
• Financial wellbeing benefits including contributions to healthcare accounts, a pension plan, and a 401(k) plan with Company matching
• Eligibility for benefits may vary by position based on plan terms

Accessibility & Equal Opportunity

• Applicants who require an accommodation to complete the application and recruitment process due to a disability should request accommodations as provided by the employer.
• The employer is an equal opportunity employer committed to being inclusive and attracting, retaining, and growing an inclusive workforce.