
Senior Tax Strategist
2 days ago
We are seeking an experienced tax strategist to lead a team and drive accurate, compliant tax reporting for financial products.
Key Responsibilities:
- Lead and mentor a team of professionals in tax strategy and compliance.
- Oversee tax reporting for various transactions (premiums, payouts, interest, etc.).
- Ensure regulatory compliance (e.g., 1099-R filings).
- Manage the tax treatment of complex benefits and beneficiary payouts.
- Drive process improvements and support audits.
Requirements:
- 7–10 years in tax strategy and financial operations.
- Strong knowledge of U.S. tax regulations.
- Proven leadership in a regulated environment.
- CPA or equivalent certification preferred, Excel and tax systems proficiency required.
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