What are the responsibilities and job description for the Mid - Tax Associate position at Oliver James?
Senior Tax Associate
Location: Norwalk, CT (Hybrid)
About The Company
Join a highly respected organization in the life and annuity (re)insurance sector. This firm specializes in acquiring and managing in-force life insurance and annuity portfolios and offers deep expertise in risk, capital, and operational solutions. With a track record of executing some of the industry's largest transactions, the company is backed by strong financial resources and a team of seasoned professionals.
Position Summary
The Senior Tax Associate will play a key role in corporate tax compliance, tax provision, and planning initiatives. The role will involve collaboration across departments and external advisors, supporting the company's tax reporting obligations, financial audits, and strategic tax planning, including M&A activities.
Key Responsibilities
Tax Compliance
Location: Norwalk, CT (Hybrid)
About The Company
Join a highly respected organization in the life and annuity (re)insurance sector. This firm specializes in acquiring and managing in-force life insurance and annuity portfolios and offers deep expertise in risk, capital, and operational solutions. With a track record of executing some of the industry's largest transactions, the company is backed by strong financial resources and a team of seasoned professionals.
Position Summary
The Senior Tax Associate will play a key role in corporate tax compliance, tax provision, and planning initiatives. The role will involve collaboration across departments and external advisors, supporting the company's tax reporting obligations, financial audits, and strategic tax planning, including M&A activities.
Key Responsibilities
Tax Compliance
- Support preparation of corporate tax filings, including federal, state, local, and foreign returns.
- Assist with premium tax filings and policyholder tax reporting processes.
- Ensure compliance with tax withholding and information reporting requirements.
- Coordinate with third-party tax advisors on specific compliance functions.
- Assist in preparing quarterly and annual tax provisions (current and deferred) for both GAAP and statutory reporting.
- Support internal and external financial reporting of tax-related matters.
- Collaborate on tax-related aspects of regulatory audits and financial statement reviews.
- Monitor changes in tax law and regulations and assist leadership on tax planning strategies.
- Participate in ad hoc initiatives, such as M&A tax analysis, restructuring support, and E&P calculations.
- Respond to inquiries from federal, state, and local tax authorities.
- 3-5 years of tax experience, ideally within the insurance or financial services industry
- Experience with life insurance taxation is a strong plus
- Strong Excel skills required; familiarity with tax software such as OneSource is a plus
- Excellent organizational and communication skills; able to manage multiple priorities in a deadline-driven environment
- Bachelor's degree in Accounting, Taxation, or related field required
- CPA designation preferred
