AVP, Tax

Coaction Global; Morristown (NJ); On-site; USD 168,000 - 228,000; Full time

Job summary

Coaction Global is seeking an AVP, Tax in Morristown, NJ to lead the tax function and shape the company’s tax strategy. You will direct GAAP (ASC 740) and Statutory (SSAP 101) provision and reporting, advise senior leadership on tax implications of business decisions, and oversee multi-jurisdictional filings and audits.

You will mentor a tax team, drive automation, and partner with external auditors and consultants to optimize the tax position while monitoring regulatory changes and their impact

Qualifications

• Bachelor’s degree in Accounting or Finance; CPA and/or MST required.
• 12–15 years of progressive tax experience in the P&C insurance industry.
• Mastery of ASC 740 (GAAP) and SSAP 101 (Statutory) essential.
• Deep understanding of the P&C Yellow Book and insurance tax nuances.

Responsibilities

• Direct the tax function and align with corporate objectives.
• Lead GAAP and Statutory tax accounting and provisions.
• Oversee U.S. consolidated Form 1120.
• Provide executive oversight of premium tax filings across jurisdictions.
• Lead tax audits and manage risk in tax matters.
• Monitor regulatory and legislative changes and their impact on ETR.
• Maintain strong internal controls over tax reporting (SOX/MAR).
• Manage relationships with external auditors and tax consultants.
• Develop the tax team and drive automation and efficiency.

Skills

Leadership

Communication

Team development

Cross-functional collaboration

Education

Bachelor’s degree in Accounting or Finance

CPA

Master’s in Taxation (MST)

Tools

Enterprise tax software

Excel modeling

Job description

At Coaction, we’re a unique mix of leaders, achievers, thinkers, and team players with a high-performance mindset and a diverse skillset. We bring our industry expertise together to continually push the boundaries of what insurance can be for our clients.

The AVP, Tax serves as the primary tax executive for the organization, directing the tax strategy,

compliance framework, and financial reporting for the organization. This role is responsible for ensuring the integrity of the tax provision under both GAAP (ASC 740) and Statutory (SSAP 101) standards, while proactively identifying opportunities to optimize the company’s tax position. As a key leader in the finance organization, the AVP will advise senior leadership on the tax implications of business strategies, including M&A, capital management, and regulatory changes.

Key Responsibilities

• Strategic Leadership: Direct the tax function, aligning tax strategies with corporate business objectives. Provide expert counsel to the CFO and CAO on the tax impact of investments, reinsurance transactions, and corporate structuring.

• Provision & Reporting: Lead the end-to-end GAAP and Statutory tax accounting process. Ensure the accuracy of quarterly and annual tax provisions, including the complex Admitted Asset calculations under SSAP 101 for the P&C entities.

• Consolidated Compliance: Oversee the U.S. consolidated Form 1120.

• Premium Tax Strategy: Provide executive oversight of premium and surplus lines tax filings across multiple jurisdictions, ensuring optimization of retaliatory tax positions and credits.

• Tax Controversy & Audit Defense: Act as the primary liaison for Federal and State taxing authorities. Lead the defense strategy for all tax audits and proactively manage the company’s tax risk profile.

• Regulatory & Legislative Monitoring: Evaluate and communicate the impact of emerging tax legislation on the company’s effective tax rate (ETR) and capital position.

• Internal Controls & Governance: Maintain a robust control environment over tax reporting (SOX/MAR). Design and implement tax policies that mitigate operational risk and ensure global consistency.

• Stakeholder Management: Manage relationships with external auditors, tax consultants, and regulatory bodies

• Team Development: Lead and mentor a high-performing tax team. Foster a culture of continuous improvement, leveraging technology to drive automation and efficiency.

Qualifications

• Education: Bachelor’s degree in Accounting or Finance; CPA and/or Master’s in Taxation (MST) required.

• Experience: Minimum of 12–15 years of progressive tax experience, with a significant focus on the Property & Casualty (P&C) insurance industry.

• Technical Expertise: * Mastery of ASC 740 (GAAP) and SSAP 101 (Statutory) is essential.

• Deep understanding of the P&C Yellow Book and the nuances of insurance-specific tax law (e.g., discounting of unpaid losses, PRTF).

• Leadership: Proven track record of managing professional staff and leading cross-functional projects.

• Communication: Exceptional ability to translate complex technical tax concepts into actionable insights for non-tax executives and Board members.

• Software: Advanced proficiency in enterprise tax software and advanced Excel modeling

Salary range specific to for this role: $168,000-$228,000 + discretionary incentive bonus + benefits depends on various factors including, without limitation, individual and organizational performance. The offered rate of compensation will be based on individual education, experience, and qualifications. In addition, employees are eligible for standard benefits package including paid time off, medical, dental and retirement.

Equal Opportunity Employer

Coaction is an Equal Employment Opportunity employer. Coaction’s policy is not to discriminate against any applicant or employee based on race, color, religion, national origin, gender, age, sexual orientation, gender identity or expression, marital status, mental or physical disability, and genetic information, or any other basis protected by applicable law. Coaction also prohibits harassment of applicants or employees based on any of these protected categories.