Associate Director, Tax Accounting

Associate Director, Tax Accounting

Sponsorship is not available for this role

Role Summary

The Associate Director has a key role in the tax function of the organization. This position is primarily responsible for managing all the tax return and provision related activities, ensuring compliance with federal, state, and local tax regulations. This role involves leading and coaching the tax team, supporting strategic tax planning, managing audits, and assisting special projects.

This is a hands-on role that offers an opportunity to advance leadership skills and broaden tax experience in a dynamic environment. The Associate Director of Corporate Tax reports directly to the Director of Corporate Tax.

Essential Duties and Responsibilities

Tax Compliance & Reporting

• Supervise and review the preparation and filing of federal, state, and local tax returns, including premium taxes specific to the insurance industry.
• Lead tax month-end and quarter-end procedures including the income tax provision calculations and reporting under ASC 740 and SSAP 101, premium tax, use tax, and other tax accruals, journal entries, and balance sheet reconciliations.
• Coordinate with external tax vendors to ensure the efficient execution of multiple tax engagements.

Tax Planning & Strategy

• Implement tax strategies to optimize the company’s overall tax position and mitigate risk.
• Conduct thorough tax research and analysis to support compliance, planning, and strategic decision-making.

Regulatory & Audit Support

• Provide the responses to tax audits and correspondence with auditors and regulatory authorities.
• Monitor and evaluate legislative and regulatory changes, assessing their impact on the organization’s tax position and compliance obligations.
• Ensure adherence to all applicable internal controls, tax laws and regulations, including those specific to insurance industry operations.

Leadership & Collaboration

• Collaborate cross-functionally with internal departments on business initiatives and operations.
• Manage and develop tax team members by providing technical guidance, training, and performance support.
• Support the tax team’s goals and objectives by assisting the Director of Corporate Tax with special projects and ad hoc assignments.

Minimum Qualifications

• Bachelor’s degree in Accounting, Finance, or related field.
• CPA or IRS Enrolled Agent required.
• 7–12 years of tax experience in Life and annuity insurance
• 5–7 years of public accounting work experience highly preferred.
• Experience leading and developing teams preferred.
• Experience in preparing and reviewing corporate federal and state income tax returns and insurance premium tax returns required.
• Experience in preparing and reviewing quarterly income tax provision and tax disclosures in accordance with GAAP and statutory accounting rules (ASC 740 and SSAP 101) required.
• Strong knowledge of tax compliance, tax accounting, and insurance-specific tax issues.
• Proficiency in advanced Excel functions and complex formulas required.
• Experience with OneSource Tax Provision and OneSource Income Tax highly preferred.
• Familiarity with GoSystem, Premium Pro, and Lawson a plus.
• Excellent research, analytical, communication, and leadership skills.
• Proven ability to manage multiple priorities and deadlines while consistently delivering high-quality results.

The base compensation range represents the low and high end of the range for this position. Actual compensation will vary and may be above or below the range based on various factors including but not limited to qualifications, skills, competencies, location, and experience. The range listed is just one component of our total compensation package for employees.

Other rewards may include an annual bonus, quarterly bonuses, commissions, and other long-term incentive compensation, depending on the position. National Life offers a competitive total rewards package which includes: a 401(k) retirement plan match; medical, dental, and vision insurance; a company funded wellness account for director and below employees; 10 paid holidays; a generous paid time off plan (22 days of combined time-off for non-exempt employees and exempt employees have discretion in managing their time, including scheduling time off in the normal course of business, but in no event will exempt employees receive less sick time than required by state or local law); 6 weeks of paid parental leave; and 6 weeks of paid family leave after a year of full-time employment.

National Life is accepting applications for this role on an ongoing basis and the role remains open until filled.

National Life Group® is a trade name of National Life Insurance Company, Montpelier, VT – founded in 1848, Life Insurance Company of the Southwest, Addison, TX – chartered in 1955, and their affiliates. Each company of National Life Group is solely responsible for its own financial condition and contractual obligations. Life Insurance Company of the Southwest is not an authorized insurer in New York and does not conduct insurance business in New York. Equity Services, Inc., Member FINRA/SIPC, is a Broker/Dealer and Registered Investment Adviser affiliate of National Life Insurance Company. All other entities are independent of the companies of National Life Group.

National Life Group

1 National Life Dr

Montpelier, VT 05604

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