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<h4><strong>Associate Director, Tax Accounting</strong></h4><p><em>Sponsorship is not available for this role</em></p><h5><strong>Role Summary</strong></h5><p>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.</p><p>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.</p><h5><strong>Essential Duties and Responsibilities</strong></h5><p><strong>Tax Compliance &amp; Reporting</strong></p><ul><li>Supervise and review the preparation and filing of federal, state, and local tax returns, including premium taxes specific to the insurance industry.</li><li>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.</li><li>Coordinate with external tax vendors to ensure the efficient execution of multiple tax engagements.</li></ul><p><strong>Tax Planning &amp; Strategy</strong></p><ul><li>Implement tax strategies to optimize the company’s overall tax position and mitigate risk.</li><li>Conduct thorough tax research and analysis to support compliance, planning, and strategic decision-making.</li></ul><p><strong>Regulatory &amp; Audit Support</strong></p><ul><li>Provide the responses to tax audits and correspondence with auditors and regulatory authorities.</li><li>Monitor and evaluate legislative and regulatory changes, assessing their impact on the organization’s tax position and compliance obligations.</li><li>Ensure adherence to all applicable internal controls, tax laws and regulations, including those specific to insurance industry operations.</li></ul><p><strong>Leadership &amp; Collaboration</strong></p><ul><li>Collaborate cross-functionally with internal departments on business initiatives and operations.</li><li>Manage and develop tax team members by providing technical guidance, training, and performance support.</li><li>Support the tax team’s goals and objectives by assisting the Director of Corporate Tax with special projects and ad hoc assignments.</li></ul><h5><strong>Minimum Qualifications</strong></h5><ul><li>Bachelor’s degree in Accounting, Finance, or related field.</li><li>CPA or IRS Enrolled Agent required.</li><li>7–12 years of tax experience in Life and annuity insurance&nbsp;</li><li>5–7 years of public accounting work experience highly preferred.</li><li>Experience leading and developing teams preferred.</li><li>Experience in preparing and reviewing corporate federal and state income tax returns and insurance premium tax returns required.</li><li>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.</li><li>Strong knowledge of tax compliance, tax accounting, and insurance-specific tax issues.</li><li>Proficiency in advanced Excel functions and complex formulas required.</li><li>Experience with OneSource Tax Provision and OneSource Income Tax highly preferred.</li><li>Familiarity with GoSystem, Premium Pro, and Lawson a plus.</li><li>Excellent research, analytical, communication, and leadership skills.</li><li>Proven ability to manage multiple priorities and deadlines while consistently delivering high-quality results.</li></ul><h6>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.</h6><h6>Other rewards may include an annual bonus, quarterly bonuses, commissions, and other long-term incentive compensation, depending on the position.&nbsp; 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.</h6><h6>National Life is accepting applications for this role on an ongoing basis and the role remains open until filled. &nbsp;&nbsp;</h6><h6>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.</h6><h6>National Life Group</h6><h6>1 National Life Dr</h6><h6>Montpelier, VT 05604</h6><p>#LI-DO</p><p>#LI-HYBRID</p><h6>Social Media Policy&nbsp;</h6><h6>Site Disclosure and Privacy Policy&nbsp;</h6>

National Life Group

Associate Director, Tax Accounting

<p><strong>Associate Director, Investment Accounting</strong></p><p><em>Sponsorship is not available for this role</em></p><p><strong>Company Summary</strong></p><p>Come join one of America’s fastest growing insurance companies with a stable history of 175 years.&nbsp; At National Life Group (“NLG”), we offer a flexible work environment with opportunity for growth.&nbsp; As a mission-driven business, our promises are as important as the products we sell.&nbsp; We encourage our associates to live our values: <strong>Do Good. Be Good. Make Good. </strong></p><p>Our mission extends beyond the insurance and annuities policies that we sell.&nbsp; Our cause is also to make the world a better place through grants from our charitable foundation, paid time for our employees to volunteer, environmentally sustainable and healthy work sites, and events that promote the work of nonprofits in our own backyard.</p><p>We invite you to explore what we have to offer and to join our cause.</p><p><strong>Role Summary</strong></p><p>Reporting to the AVP, Investment Accounting, the Associate Director, Investment Accounting will lead a high-performing team of individual contributors to ensure accurate, timely financial reporting of NLG’s investment portfolio. The successful candidate will demonstrate an ability to navigate between review of journal entries and higher level understanding of financial results while supporting the broader finance organization’s strategic initiatives.</p><p><strong>Essential Duties and Responsibilities</strong></p><ul><ul><li>Responsible for the Investment Accounting function, including oversight and direction of GAAP and statutory accounting, and reporting for all asset classes in the Company’s consolidated investment portfolio and its subsidiaries and affiliates.</li><li>Ensure accurate month-end, quarter-end and annual reporting of balances relating to investment assets, liabilities, income and expenses on a GAAP and statutory basis of accounting.</li><li>Build and maintain external relationships with auditors, vendors and other business partners.&nbsp;</li><li>Build and maintain internal relationships with diverse lines of businesses and other parts of the organization, including financial reporting, tax, treasury, and investment operations to support their specific needs.</li><li>Develop continuous process improvement strategy which includes automation and the implementation of new technology, processes, and reporting, and strengthens controls over investment accounting.</li><li>Assist management in the development of key business indicators, metrics, analytic reports, and investment-related strategies. Communicate to business leaders and internal business partners on the same.</li><li>Stay abreast of financial reporting and regulatory developments related to investment accounting which can impact the Company and facilitate compliance with such regulations.</li><li>Manage a team of investment accounting professionals, including establishing and monitoring of goals, reviewing work completed by team on a timely basis, and ensuring proper communication of investment accounting and corporate policies, practices, and performance.</li><li>Core workdays – see comments below for content.</li></ul></ul><p><strong>Minimum Qualifications</strong></p><ul><li>7 -10 years of related experience required in the areas of investment accounting, financial reporting, internal controls, process improvement, and the broader accounting profession.</li><li>Bachelor's degree in Accounting, Finance, or related field or an equivalent combination of education and experience.</li><li>Experience with US GAAP Accounting and/or Statutory Reporting.</li><li>Experience with investment accounting within an insurance or other regulated organization.</li><li>Ability to anticipate, identify and resolve financial issues.</li><li>Ability to continually manage multiple priorities and reprioritize as needed.</li></ul><ul><li><strong>This position currently offers an onsite hybrid work schedule, with the expectation that you are in the office three days per week during onsite core days.&nbsp; Our current onsite core days are Tuesday, Wednesday, and Thursday.&nbsp; The work schedule type and core days are subject to change with advance notification and manager discretion.</strong></li></ul><p><strong>Preferred Qualifications</strong></p><ul><li>Master’s degree</li><li>CPA or equivalent professional certification</li><li>Experience managing multi-site and/or remote contributors.</li><li>Experience with portfolios holding diverse asset classes and/or private credit.</li></ul><p><strong>Benefits</strong></p><ul><li>Your benefits start day one and are flexible and customizable to your and your family’s specific needs.&nbsp; Check out the BENEFITS of a Career at National Life!</li></ul><br><h6>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.</h6><h6>Other rewards may include an annual bonus, quarterly bonuses, commissions, and other long-term incentive compensation, depending on the position.&nbsp; 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.</h6><h6>National Life is accepting applications for this role on an ongoing basis and the role remains open until filled. &nbsp;&nbsp;</h6><h6>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.</h6><h6>National Life Group</h6><h6>1 National Life Dr</h6><h6>Montpelier, VT 05604</h6><p>#LI-DO</p><p>#LI-Hybrid</p><h6>Social Media Policy&nbsp;</h6><h6>Site Disclosure and Privacy Policy&nbsp;</h6>

Associate Director, Investment Accounting

<p><b>Job Description:</b></p><p>The Chicago School is a nonprofit university with seven in-person locations across the United States, a growing online campus, and education partnerships worldwide. The Chicago School is a minority-majority university with 6,000+ students across 35+ degree programs in psychology, behavioral health, and nursing.The Chicago School is committed to creating a diverse pipeline offuture professionals who will fundamentally improve the health and well-being of future generations of diverse communities.Founded in 1979 by a group of psychologists and educators, The Chicago School has grown into a dominant and globally respected leader in the fields of psychology and behavioral health sciences. Today, The Chicago School has an annual operating budget of nearly $150M and employs nearly 600 full-time faculty and staff. As an institution, The Chicago School is deeply committed to student success, innovation, and community impact. Our students are meaningfully connected in their communities, donating more than 1.2 million service hours per year through fieldwork and practicum opportunities.The Chicago School is part of the TCS Education System, a nonprofit system of colleges advancing student success and community impact.</p><p>The Clinical Psychology (PsyD) program on the Dallas Campus is a new program in the College of Professional Psychology that is "Accredited, on Contingency" by the American Psychological Association.&nbsp;The Associate Director of Clinical Training serves as an integral member of the Clinical Psy.D. program and assist the Direct of Clinical Training in overseeing students’ practicum and internship experiences. The Associate Director of Clinical Training acts as a secondary adviser to students related to their professional goals and development. This person works collaboratively with training site supervisors, as well as academic program faculty advisors on training related manners. This position reports to the Clinical PsyD Department Chair and works closely with the Director of Clinical Training.</p><p>This is a hybrid position requiring faculty to be on campus three days per week.</p><p><b>Responsibilities include, but are not limited to:</b></p><ul><li>Advising<ul><li>Maintain an advisee load according to Department needs</li><li>Spend time with advisees to provide mentorship on matters related to their academic, curricular, and career development</li><li>Mentor advisees in preparing their vita and training application materials, as well as write recommendation letters</li><li>Assist the Department Chair in documenting student progress through the program; when necessary, this includes crafting individual Academic Development Plans for Advisees, tracking their compliance, and documenting their progress</li><li>Present progress of advisees to Faculty at semester Student Review meetings, meet with advisees to gather additional information or communicate Faculty concerns, and report back to Faculty on the results&nbsp;</li></ul></li><li>Develop and maintain a network of practicum sites, including visiting sites and building/maintaining relationships with site supervisors.</li><li>Faculty members may be responsible for chairing dissertations, as determined by the department's needs. </li><li>Assist students in site selection and review of application materials for practicum and doctoral internship.</li><li>Assist students who are encountering issues related to their practicum and internship experience.</li><li>Monitor progress of practicum performance, including evaluations, hour logs, and related paperwork.</li><li>Manage updates on Tevera system.</li><li>Track data related to practicum and internship placements.</li><li>Advise on and engage in remediation planning for students.</li><li>Communicate with academic department around issues of professional development, training concerns, rules and regulations, and the search and placement process.</li><li>Participate in department-level strategic planning.</li><li>Consult on the development and maintenance of coursework pertinent clinical training.</li><li>Teach 9 credits, as assigned by the Clinical Psy.D. Department Chair.</li><li>Participate in re-accreditation efforts.</li><li>Interact and communicate successfully with a diverse population.</li><li>Act in a way that embodies the mission, vision and values of The Chicago School.</li><li>Maintain ethical behavior and the ability to demonstrate ethical decision making related to training concerns.</li><li>Adhere to all confidentiality requirements.</li><li>Attend Faculty Council meetings.</li><li>Attend Clinical PsyD. Department meetings.</li><li>Attend Directors of Clinical Training meetings.</li><li>Other duties as assigned by the Director of Clinical Training.</li></ul><p><br><b>Qualifications:</b></p><ul><li>Doctoral-level, Texas licensed (or license-eligible) Clinical or Counseling Psychologist.</li><li>Valid driver’s license and access to a car to visit training sites as needed.</li><li>Prior experience with supervision and training of graduate level students.</li><li>Prior teaching at the graduate level.</li></ul><p><br><b>Essential Knowledge, Skills, and Abilities:</b></p><ul><li>Understanding of best practices related to clinical training.</li><li>Ability to remain calm and make decisions under pressure.</li><li>Ability to manage multiple projects with multiple deadlines while meeting or exceeding expectations.</li><li>Developing constructive and cooperative working relationships with others, and maintaining them over time.</li><li>Thinks critically to identify the strengths and weaknesses of alternative solutions, conclusions or approaches to problems.</li><li>Communicates ideas and information effectively in both verbal and written form.</li><li>Ability to adapt to changing circumstances, needs, and demands.</li><li>Managing one's own time and the time of others effectively.</li><li>Knowledge of local and national training and licensing requirements.</li><li>Computer proficiency – Microsoft Office.</li></ul><p><b>Compensation &amp; Benefits</b></p>This opportunity is budgeted at $80,000-$85,000 base compensation. Additional compensation factors may impact total compensation. To learn more about our competitive benefits and additional rewards, including generous paid time-off, medical and dental insurance coverage, life and disability insurance, retirement plan with employer contribution, multiple flexible spending accounts, tuition reimbursement, click the link below.<p><a href="https://www.thechicagoschool.edu/career-opportunities/" target="_blank">https://www.thechicagoschool.edu/career-opportunities/</a></p><p>The Chicago School is an Equal Opportunity Employer.</p><p>Please note: For the protection of faculty, staff, students, and all who enter our facilities, The Chicago School strongly recommends that all employees are fully vaccinated for COVID-19 per CDC guidance.</p>

The Chicago School of Professional Psychology

Associate Director of Training, Clinical PsyD - Dallas Location (Plano, TX)

<p><em>Associate Director- Annuity New Business</em></p><p><em>Position is located on our Montpelier, Vermont,&nbsp; or Addison, Texas, with a hybrid schedule&nbsp;</em></p><p>Role Summary</p><p>We are seeking a dynamic and experienced leader to join our leadership team. This leadership position is of utmost importance in leading and developing the Case Managers responsible for our Individual business within Annuity New Business. The Associate Director will be pivotal in overseeing production for multiple sites, ensuring efficient and high-quality service delivery.</p><p>Essential Duties and Responsibilities</p><p>Strategic Leadership and Team Management:</p><p>Lead, mentor, and manage Case Managers, across multiple sites, ensuring efficient processing of Annuity New Business.<br>Develop and implement strategic individual and team goals that align with broader departmental and organizational objectives.<br>Foster a culture of excellence and high performance by providing advanced coaching and development opportunities to team members.<br>Provide regular feedback and coaching to team members, supporting their professional development.<br>Cultivate a team environment that fully embraces and promotes our core values and culture.<br>Advanced Operational Oversight:</p><p>Oversee and optimize production activities for multiple production sites, maintaining superior service standards.<br>Ensure all processes are not only compliant with company policies and state and federal regulations but also adhere to best industry practices.<br>Establish and uphold rigorous productivity and quality standards through comprehensive audits and reviews.<br>Expert Quality Assurance:</p><p>Maintain a deep and comprehensive knowledge of our products, services, systems, and business processes to ensure top-tier operational efficiency.<br>Proactively collaborate with senior internal teams and external partners to resolve complex issues and continuously enhance service delivery.<br>Lead the implementation of innovative processes to significantly improve workflow efficiency and resource utilization.<br>Performance Monitoring and Reporting:</p><p>Provide detailed, data-driven updates to executive leadership on production metrics, trends, and outcomes, offering strategic insights and recommendations.<br>Exceptional Customer Service Excellence:</p><p>Address high-priority customer and agent inquiries with urgency and efficiency, ensuring their needs are met and exceeded.<br>Build and maintain robust relationships with internal stakeholders and key business partners to drive collaborative success.</p><p>Core Workdays</p><p>This position is presently onsite/hybrid with the expectation of being in the office three days per week with current campus days being Tuesday, Wednesday and Thursday (subject to change with advance notification and manager discretion).</p><p><strong>Minimum Qualifications</strong></p><p>Bachelor’s degree in business, Operations Management, or related fields.<br>3+ years of experience in Annuity Operations, Financial Services or related fields preferred.&nbsp;<br>Minimum of 3 years leadership experience.<br>Strong leadership skills with change management experience.<br>Strong financial and business acumen.<br>Strong problem-solving and critical-thinking abilities.<br>Excellent organizational skills and attention to detail.<br>Ability to drive continuous improvement and enhance service delivery.<br>Strong interpersonal and communication skills.<br>Ability to pass a background check.</p><p><strong>Preferred Qualifications</strong></p><p>Master’s degree in business administration, Operations Management or related fields</p><p>Benefits</p><p>Your benefits start day one and are flexible and customizable to your and your family’s specific needs. Check out the BENEFITS of a Career at National Life!</p><p>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.<br>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.<br>National Life is accepting applications for this role on an ongoing basis and the role remains open until filled. <br>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.<br>National Life Group<br>1 National Life Dr<br>Montpelier, VT 05604<br>Social Media Policy <br>Site Disclosure and Privacy Policy</p><h6>#LI-MG</h6><h6><br>#LI-Hybrid</h6>

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