CPA Tax Planning Specialist

Job Summary

Leading complex tax planning and strategy initiatives, the full-time remote Principal Tax Planning & Strategy will manage tax diligence, international tax analysis, and cross-functional projects while mentoring tax professionals within the Corporate Tax Department.

Key responsibilities

• Identify and implement tax planning strategies that align with business objectives and enhance capital effectiveness
• Lead tax diligence and structuring for acquisitions, dispositions, and reorganizations
• Conduct international tax analysis and coordinate global initiatives with internal and parent-company tax teams

Required qualifications

• CPA required; JD or LLM in Taxation is a plus
• 10+ years of progressive corporate tax experience in public accounting and/or a large corporate tax function
• Significant experience in tax planning and transactions, including diligence and structuring
• Experience with international tax and Pillar Two; Bermuda corporate income tax experience preferred
• Insurance industry experience, particularly with policyholder tax matters, is strongly preferred