Insurance Tax Compliance, AVP

Company Overview

KKR is a leading global investment firm that offers alternative asset management as well as capital markets and insurance solutions. KKR aims to generate attractive investment returns by following a patient and disciplined investment approach, employing world-class people, and supporting growth in its portfolio companies and communities. KKR sponsors investment funds that invest in private equity, credit and real assets and has strategic partners that manage hedge funds.

KKR’s insurance subsidiaries offer retirement, life and reinsurance products under the management of Global Atlantic Financial Group. References to KKR’s investments may include the activities of its sponsored funds and insurance subsidiaries.

The role will join the KKR Global Tax team, a world‑class team of tax professionals dedicated to supporting KKR’s global investment activities. Led by the Global Head of Tax based out of New York, the team encompasses experts in various areas of taxation, including transaction structuring, compliance and strategic planning. With a global presence and a focus on collaboration, KKR Global Tax plays a pivotal role in guiding the firm’s tax strategy and ensuring compliance with tax regulations across jurisdictions.

The team fosters a culture of innovation, excellence and continuous learning, providing opportunities for professional growth and development. As part of KKR Global Tax, the Tax Compliance role will have the opportunity to work alongside industry‑leading professionals and contribute to the success of one of the world’s premier investment firms.

The Tax Compliance Assistant Vice President will be a member of KKR’s Global Tax Team and an integral part of the Global Tax Compliance group. This role will report to the Head of Insurance Tax and will be responsible for managing the U.S. insurance group’s tax compliance function. The role will include oversight of the firm’s insurance tax compliance, working closely with both internal controllership teams and external Big‑4 service providers to create effective connections between recurring tax activities and the firm’s broader strategic initiatives.

The successful candidate will bring strong technical expertise in insurance taxation, as well as experience managing external advisors and internal stakeholder relationships across a complex, global organization.

• Manage the insurance tax compliance function, including oversight of federal, state, local and non‑U.S. corporate and partnership income tax returns, insurance premium tax filings, insurance excise tax returns and related estimated tax payments.
• Develop and maintain strong relationships with key internal stakeholders across Tax, Finance and Controllership and assist with ensuring alignment of compliance activities with financial reporting and strategic goals.
• Coordinate closely with the insurance tax structuring and planning teams to ensure new transactions, reinsurance arrangements and entity formations are appropriately captured in tax filings.
• Work closely with external service providers—including accounting firms, advisors and consultants—ensuring high‑quality deliverables, efficient project management and appropriate use of resources.
• Monitor and analyse new tax legislation, regulatory changes and administrative developments, understand their potential impact on the company’s insurance operations and ensure the implementation of necessary adjustments.
• Support audit and examination activities with federal, state and local tax authorities, including coordination with external tax advisors for information requests and the preparation of supporting documentation.
• Drive continuous improvement and process optimisation, including tax technology enhancements, workflow automation, documentation and strengthened internal controls.

• Bachelor’s degree in Accounting, Finance or related field;
  Master’s in Taxation and/or CPA designation strongly preferred.
• 7+ years of progressive tax experience, including significant experience in public accounting and/or insurance industry tax departments.
• Strong knowledge of U.S. insurance…