Director, Tax Strategy

Symetra Financial Corporation; Farmington (CT); Hybrid; USD 137,000 - 230,000; Full time

Job summary

Symetra Financial Corporation is seeking a Tax Strategy Director to shape tax outcomes for strategic initiatives across multiple jurisdictions. This role involves providing expert tax guidance, collaborating with cross-functional teams, and monitoring legislative developments. Ideal candidates will have extensive tax experience in the insurance industry and strong analytical skills.

Benefits

Flexible full-time or hybrid telecommuting arrangements

401(k) plan with company matching up to 6%

Paid time away including flex days and paid holidays

Community impact support with company matching

Qualifications

• 10–15 years of tax experience, including 10 years in insurance/reinsurance.
• In-depth knowledge of U.S. insurance company taxation.
• Familiar with Bermuda corporate income tax and OECD Pillar Two regimes.

Responsibilities

• Evaluate tax impacts of proposed business initiatives across jurisdictions.
• Prepare tax accounting policy memos and documentation.
• Collaborate with financial teams to enhance tax modeling.

Skills

Analytical skills

Problem-solving

Effective communication

Education

Bachelor's degree or equivalent experience

CPA, MBA, or FSA designation (preferred)

Tools

Tax compliance software

Excel

Word

Job description

Symetra has an exciting new opportunity to join us as a Tax Strategy Director!

About the role

The Tax Strategy Director plays a key role in shaping tax outcomes for strategic business initiatives. This position provides expert tax guidance on complex transactions, including reinsurance, entity structuring, and legislative changes, across federal, state, and international jurisdictions. The role collaborates with cross-functional teams to evaluate and optimize the tax and financial impacts of proposed actions, supports implementation for compliance and reporting, and shares insights across tax and finance functions.

What you will do

• Contribute to cross-functional strategic projects by evaluating and advising on tax impacts of proposed business initiatives across U.S. federal, state, and international jurisdictions (e.g., Bermuda, Japan, OECD Pillar Two).
• Review and advise on transaction documents and treaties, using external advisors and subject matter experts as needed.
• Prepare tax accounting policy memos and supporting documentation for project conclusions.
• Support tax operational teams in the execution and implementation of transactions and strategies.
• Collaborate with financial planning teams to enhance tax modeling for U.S. GAAP, statutory, Bermuda regulatory, cash flow forecasting, and management reporting.
• Monitor tax legislative and regulatory developments, participate in industry committees, and communicate key updates to internal leadership.
• Assist in modeling and implementing changes resulting from new tax laws and regulations.
• Identify and develop tax planning opportunities, including those related to deferred tax asset (DTA) valuation allowances and admissibility, and present findings to leadership to support business decisions.

What we offer you

“If you want to invest in yourself and build a career, this is a great place to work. If you don't want to put in the effort to learn the industry and become a student of the business (it takes real effort!), there are easier places to work.” Cris H. AVP Internal Sales, Training and Development

“Symetra is inclusive of all employees regardless of their personal differences.” Darrell J. Actuary III

"At Symetra, we prioritize learning and provide various resources like the Student of the Business courses, sponsorship for professional certifications, and helpful colleagues who are always ready to teach and answer questions.” Financial Reporting Lead Senior Analyst

Benefits and Perks

We don’t take a “one-size-fits-all” approach when it comes to our employees. Our programs are designed to make your life better both at work and at home.

• Flexible full-time or hybrid telecommuting arrangements
• Plan for your future with our 401(k) plan and take advantage of immediate vesting and company matching up to 6%
• Paid time away including vacation and sick time, flex days and ten paid holidays
• Give back to your community and double your impact through our company matching

Want more details? Check out our Symetra Benefits Overview

Compensation

Salary Range: $137,500 - $229,200 plus eligibility for the company annual bonus program.

Who You Are:

• You have a high school diploma (required) and a bachelor's degree or equivalent experience, preferably with a strong quantitative background.
• You bring 10–15 years of tax experience, including at least 10 years in the insurance or reinsurance industry.
• You have in-depth knowledge of U.S. insurance company taxation and statutory accounting, particularly for reinsurance transactions.
• You are familiar with Bermuda corporate income tax and OECD Pillar Two regimes (strongly preferred).
• You understand the insurance and reinsurance industry and relevant accounting frameworks.
• You demonstrate strong knowledge of U.S. and international tax laws and regulations applicable to insurance companies and consolidated groups.
• You excel at analyzing complex financial and technical information and synthesizing it into clear, actionable insights.
• You are skilled in reviewing and interpreting transaction documents and treaties.
• You collaborate and communicate effectively across teams and leadership levels.
• You manage time efficiently, handling multiple priorities in a fast-paced, high-growth environment.
• You possess excellent problem-solving and analytical skills with the ability to develop practical, strategic recommendations.
• You have advanced computer skills, especially in Excel, Word, tax compliance software, and research databases.
• You can work independently with general direction and demonstrate a strong commitment to continuous learning.
• CPA, MBA, or FSA designation is preferred.
• Experience with sidecars and Bermuda reinsurance solutions is a plus.

We empower inclusion.

At Symetra, we aspire to be the most inclusive insurance company in the country. We’re building a place where every employee feels valued, respected, and has opportunities to contribute. Inclusion is about recognizing our assumptions, considering multiple perspectives, and removing barriers.

We accept and celebrate diverse experiences, identities, and perspectives, because lifting each other up fuels thought and builds a stronger, more innovative company. We invite you to learn more about our efforts here.

Creating a world where more people have access to financial freedom.

Symetra is a national financial services company that helps people achieve their financial goals and have confidence in the future. We value transparency and sustainability, providing competitive products and clear communication. Our commitment to DEI means we support our communities and prioritize financial freedom for all.

For more information about our careers visit https://symetra.eightfold.ai/careers.

Work Authorization

This role does not offer employer work visa sponsorship or support. Applicants need to be authorized to work in the United States at hire and throughout their employment.

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