Lead Tax Analyst

Responsibilities

• Support the goal of maximizing the after‑tax return of the group
• Research complex issues arising from new business activity and legislative developments
• Lead advanced tax systems improvements and process improvements
• Participate in the professional trade tax committees and working groups
• Prepare, coordinate, oversee and review the most complex aspects of the tax compliance and tax provision processes
• Research, model, and draft arguments of complex issues for tax audits and appeals
• Identify and lead process improvement department projects
• Evaluate strengths of the position and recommend strategies
• Assist management in analyzing and integrating data related to mergers and acquisitions
• Provide training to tax staff and develop ongoing internal and external relationships

• CPA license preferred
• 5+ years of experience preferred
• Experience with GAAP and statutory accounting
• Demonstrated experience analyzing complex concepts related to taxation, insurance accounting, or a related field
• Experience working in the insurance industry preferred
• Understanding of accounting, accounting systems, budget, or tax concepts
• Demonstrated experience communicating complex financial information
• Demonstrated experience providing customer‑focused solutions or support
• Demonstrated experience reflecting flexibility and problem‑solving attributes

Expertise in tax compliance and provision processes, with a strong focus on analyzing complex taxation issues and providing strategic recommendations. Proven ability to lead process improvements and deliver training while fostering relationships within the insurance industry.