Director, Tax

Director of Tax

Security Benefit is a leader in the U.S. retirement market with more than $60 billion in assets under management. We offer opportunities to thrive, innovate, and make an impact. As part of our team, you'll play a key role in driving the future of the U.S. retirement industry. Security Benefit is a place where we promise to help our customers To and Through Retirement®.

We're proud to have been recognized as one of the best in the business:

• Named to Ward's 50 list of top-performing life-health insurance companies
• Recognized on list of Ingram's Top 100 Private Companies in the Kansas City area in 2024

As the Director, Tax you will serve as a senior tax leader for Security Benefit, owning all aspects of federal, state, and local tax compliance, planning, and reporting across the enterprise. This individual will work closely with finance leadership and external advisors to ensure tax efficiency and regulatory compliance, while managing a complex multi-entity structure that includes both life and non-life insurance subsidiaries.

The Director, Tax position reports to the Assistant Vice President of Tax and can be based out of our office in Topeka or Overland Park, Kansas, or Des Moines, Iowa. We work a hybrid schedule, offering flexibility to work both remotely and on-site.

• Directly manage and develop direct reports, providing day-to-day direction, coaching, and performance feedback to build a collaborative and high-performing tax team.
• Lead and model technical excellence within a lean, high-performing team, contributing directly to complex tax work while developing and elevating the capabilities of direct reports.
• Foster a culture of accountability, continuous learning, and technical excellence within the tax function, in alignment with Security Benefit's broader organizational values.
• Shape and execute the multi-year roadmap for the tax function, identifying opportunities to strengthen capabilities, improving processes, and scale the department to meet the evolving needs of the enterprise.
• Serve as a strategic advisor to senior leadership on the tax implications of enterprise initiatives, including new product development, capital allocation, investment strategy, and corporate restructurings.
• Contribute to enterprise-wide financial planning by providing forward-looking tax analysis that informs budgeting, capital planning, and long-range forecasting.
• Monitor and anticipate legislative, regulatory, and industry developments that may impact the organization's tax posture, proactively communicating risks and opportunities to senior leadership.

• Manage the end-to-end tax compliance process for the consolidated group, including day-to-day oversight of the co-sourcing relationship, ensuring quality, timeliness, and accountability of all income tax return deliverables.
• Manage all foreign tax reporting obligations, including international informational returns, and monitor the impact of GILTI, FDII, BEAT, and other international provisions on the enterprise.
• Research federal, state, and international tax issues relevant to the insurance industry and prepare technical memoranda documenting positions and conclusions for audit defense and internal governance.
• Manage IRS and state tax audit responses and coordinate quarterly estimated tax payments to minimize underpayment exposure.
• Review federal, state, and premium tax filings for accuracy and timely submission across all applicable jurisdictions.
• Analyze the tax treatment of reinsurance transactions and structures — including coinsurance, modified coinsurance, and funds withheld arrangements — and advise on tax-efficient structuring for new and existing treaties.
• Ensure accurate tax reporting of reinsurance activity across both subgroups, monitor regulatory and IRS developments affecting reinsurance taxation, and partner with actuarial and legal teams on treaty review.

• Lead the ASC 740 tax provision process, including current and deferred tax calculations, uncertain tax position analyses, and preparation of the income tax footnote and related GAAP disclosures.
• Manage SSAP 101…