Senior Tax Planning Manager

Overview

This role supports tax strategy and transaction work across potential acquisitions, investments, and strategic initiatives. While candidates from the NY Metro area are preferred, East Coast candidates interested in working remotely may also be considered.

Responsibilities

• Work with the Head of Tax Strategy and the M&A team to support potential acquisitions, including:
  • Advising on the impact to the deal model
  • Evaluating acquisition structure
  • Reviewing transaction documents
  • Assisting with due diligence
• Partner with the Investments team to review potential investment opportunities, including working with fund managers to develop appropriate investment structure
• Partner with the Treasury team to evaluate and implement liquidity solutions, including:
  • Assessing tax-efficient funding
  • Cash management
  • Capital deployment strategies supporting acquisitions, investments, and other strategic initiatives
• Support internal restructuring initiatives and advise on potential tax implications of transactions
• Prepare comprehensive transaction memos and other documentation for external and internal transactions
• Perform research on complex tax issues
• Support US tax planning and structuring activities related to the AF Group acquisition, including:
  • Analyzing transaction structures
  • Assessing tax implications
  • Supporting implementation of the post-acquisition tax strategy
• Keep current on upcoming U.S. and foreign tax legislation that could impact the organization
• Support the Global Head of Tax and the Head of Tax Strategy on ad-hoc initiatives

Requirements

• 7-10 years with Big 4 Tax experience
• JD/LLM qualified
• Excellent written and oral communication skills
• Experience with M&A and financial products
• Strong organization and project management skills
• Must be able to work well with stakeholders and collaborate effectively
• Self-motivated and eager to learn
• Significant experience in international tax issues, including:
  • ECI
  • Withholding tax
  • Tax treaty analysis
  • Pillar II
  • Permanent establishment rules

Preferred Qualifications

• Insurance taxation experience desirable but not essential

Compensation & Benefits

• Target base salary pay range: $170,000-$221,000
  • Target full-time equivalent base salary range is based on relevant market data. The actual salary offered will depend on applicable market data for the hiring location and the relevant candidate's knowledge, skills/experience. This salary range is not inclusive of applicable discretionary incentives.
• Medical, Dental, and Vision healthcare for single and family coverage
• Virtual access to board-certified doctors and pediatricians available 24/7 for urgent care
• Health Savings Account (HSA) or Flexible Spending Account (FSA)
• Dependent Care FSA
• Employee Assistance Programs (EAP) for health and well-being
• Optional Pet & Home/Auto Insurance
• Wellness Reimbursement program (up to $600 annual reimbursement for wellness-related expenses such as gym memberships and massage)
• 401K retirement plan (company matches up to 6% of employee contribution)
• One paid annual volunteer day

Location

• Preference for candidates from the NY Metro area; East Coast candidates interested in working remotely may be considered.