Insurance Tax Compliance, Assistant Vice President

KKR; Boston (MA); On-site; USD 120,000 - 160,000; Full time

Job summary

KKR is seeking a Tax Compliance AVP to lead the U.S. insurance tax compliance function within its Global Tax team in Boston. You will oversee returns, tax filings, and estimated payments while coordinating with Controllership, Finance, and external advisers.

The role emphasizes deep knowledge of U.S. insurance tax rules, multi-state regimes, and ongoing regulatory monitoring. Strong relationships, clear communication, and process improvement are essential for success in a dynamic, global firm.

Qualifications

• 7+ years of progressive tax experience, including significant experience in public accounting and/or insurance industry tax departments.
• Strong knowledge of U.S. insurance company tax rules, including life and non-life taxation, reinsurance, and related filing requirements.
• Working knowledge of insurance excise tax and multi-state insurance tax regimes, including premium, retaliatory, and franchise tax considerations.
• Proven ability to manage large-scale compliance projects, ensuring efficiency, accuracy, and alignment with corporate objectives.
• Demonstrated success in building productive relationships with management, finance, and cross-functional teams.
• Excellent communication, analytical, and organizational skills, with the ability to explain complex tax issues to both technical and non-technical audiences.
• Highly proactive, detail-oriented, and capable of managing multiple priorities in a dynamic environment.
• Comfort using AI-powered tools to improve productivity and quality of work when applicable, with the ability to critically evaluate AI-generated outputs for accuracy and relevance.
• Curiosity about and openness to adopting emerging AI technologies in day-to-day workflows.

Responsibilities

• Manage the insurance tax compliance function, including oversight of federal, state, local, and non-U.S. corporate and partnership income tax returns, insurance premium tax filings, insurance excise tax returns, and related estimated tax payments.
• Develop and maintain strong relationships with key internal stakeholders across Tax, Finance, and Controllership and assist with ensuring alignment of compliance activities with financial reporting and strategic goals.
• Coordinate closely with the insurance tax structuring and planning teams to ensure new transactions, reinsurance arrangements, and entity formations are appropriately captured in tax filings.
• Work closely with external service providers—including accounting firms, advisors, and consultants—ensuring high-quality deliverables, efficient project management, and appropriate use of resources.
• Monitor and analyze new tax legislation, regulatory changes, and administrative developments, understand their potential impact on the company’s insurance operations and ensure the implementation of necessary adjustments.
• Support audit and examination activities with federal, state, and local tax authorities, including coordination with external tax advisors for information requests and the preparation of supporting documentation.
• Drive continuous improvement and process optimization, including tax technology enhancements, workflow automation, documentation, and strengthened internal controls.

Skills

Tax experience

Insurance tax rules

Public accounting

Project management

Stakeholder relationships

Communication

Analytical

Attention to detail

AI tools usage

Education

Bachelor's in Accounting/Finance

CPA preferred

Master’s in Taxation

Tools

AI-powered tools

Job description

Company Overview

KKR is a leading global investment firm that offers alternative asset management as well as capital markets and insurance solutions. KKR aims to generate attractive investment returns by following a patient and disciplined investment approach, employing world-class people, and supporting growth in its portfolio companies and communities. KKR sponsors investment funds that invest in private equity, credit and real assets and has strategic partners that manage hedge funds. KKR’s insurance subsidiaries offer retirement, life and reinsurance products under the management of Global Atlantic Financial Group. References to KKR’s investments may include the activities of its sponsored funds and insurance subsidiaries.

Company Overview

KKR is a leading global investment firm that offers alternative asset management as well as capital markets and insurance solutions. KKR aims to generate attractive investment returns by following a patient and disciplined investment approach, employing world-class people, and supporting growth in its portfolio companies and communities. KKR sponsors investment funds that invest in private equity, credit and real assets and has strategic partners that manage hedge funds. KKR’s insurance subsidiaries offer retirement, life and reinsurance products under the management of Global Atlantic Financial Group. References to KKR’s investments may include the activities of its sponsored funds and insurance subsidiaries.

Team Overview

The role will join the KKR Global Tax team, a world-class team of tax professionals dedicated to supporting KKR’s global investment activities. Led by the Global Head of Tax based out of New York, the team encompasses experts in various areas of taxation, including transaction structuring, compliance, and strategic planning. With a global presence and a focus on collaboration, KKR Global Tax plays a pivotal role in guiding the firm’s tax strategy and ensuring compliance with tax regulations across jurisdictions. The team fosters a culture of innovation, excellence, and continuous learning, providing opportunities for professional growth and development. As part of KKR Global Tax, the Tax Compliance role will have the opportunity to work alongside industry-leading professionals and contribute to the success of one of the world’s premier investment firms.

Position Summary

The Tax Compliance Assistant Vice President will be a member of KKR’s Global Tax Team and an integral part of the Global Tax Compliance group. This role will report to the Head of Insurance Tax and will be responsible for managing the U.S. insurance group’s tax compliance function.

This role will include oversight of the firm’s insurance tax compliance, working closely with both internal controllership teams and external Big 4 service providers to create effective connections between recurring tax activities and the firm’s broader strategic initiatives. The successful candidate will bring strong technical expertise in insurance taxation, as well as experience managing external advisors and internal stakeholder relationships across a complex, global organization.

Responsibilities

• Manage the insurance tax compliance function, including oversight of federal, state, local, and non-U.S. corporate and partnership income tax returns, insurance premium tax filings, insurance excise tax returns, and related estimated tax payments.
• Develop and maintain strong relationships with key internal stakeholders across Tax, Finance, and Controllership and assist with ensuring alignment of compliance activities with financial reporting and strategic goals.
• Coordinate closely with the insurance tax structuring and planning teams to ensure new transactions, reinsurance arrangements, and entity formations are appropriately captured in tax filings.
• Work closely with external service providers—including accounting firms, advisors, and consultants—ensuring high-quality deliverables, efficient project management, and appropriate use of resources.
• Monitor and analyze new tax legislation, regulatory changes, and administrative developments, understand their potential impact on the company’s insurance operations and ensure the implementation of necessary adjustments.
• Support audit and examination activities with federal, state, and local tax authorities, including coordination with external tax advisors for information requests and the preparation of supporting documentation.
• Drive continuous improvement and process optimization, including tax technology enhancements, workflow automation, documentation, and strengthened internal controls.

Qualifications

• Bachelor’s degree in Accounting, Finance, or related field; Master’s in Taxation and/or CPA designation strongly preferred.
• 7+ years of progressive tax experience, including significant experience in public accounting and/or insurance industry tax departments.
• Strong knowledge of U.S. insurance company tax rules, including life and non-life taxation, reinsurance, and related filing requirements.
• Working knowledge of insurance excise tax and multi-state insurance tax regimes, including premium, retaliatory, and franchise tax considerations.
• Proven ability to manage large-scale compliance projects, ensuring efficiency, accuracy, and alignment with corporate objectives.
• Demonstrated success in building productive relationships with management, finance, and cross-functional teams.
• Excellent communication, analytical, and organizational skills, with the ability to explain complex tax issues to both technical and non-technical audiences.
• Highly proactive, detail-oriented, and capable of managing multiple priorities in a dynamic environment.
• Comfort using AI-powered tools to improve productivity and quality of work when applicable, with the ability to critically evaluate AI-generated outputs for accuracy and relevance.
• Curiosity about and openness to adopting emerging AI technologies in day-to-day workflows.

This is the expected annual base salary range for this Boston-based position. Actual salaries may vary based on factors, such as skill, experience, and qualification for the role. Employees may be eligible for a discretionary bonus, based on factors such as individual and team performance.

Base Salary Range

$120,000—$160,000 USD

KKR is an equal opportunity employer. Individuals seeking employment are considered without regard to race, color, religion, national origin, age, sex, marital status, ancestry, physical or mental disability, veteran status, sexual orientation, or any other category protected by applicable law.

KKR will provide reasonable accommodations as required by applicable federal, state, and/or local laws. Individuals seeking an accommodation for the application or interview process should email [e-mail]. Emails sent for unrelated issues, such as following up on an application, will not receive a response.

If you are a qualified individual with a disability or a disabled veteran, you may request a reasonable accommodation if you are unable or limited in your ability to use or access https://www.kkr.com/careers because of your disability. You can request reasonable accommodations by sending an email to [e-mail]. Only emails left for this purpose will be returned.

Massachusetts Applicants

It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability. This notice applies only to applicants and employees who work or will work in Massachusetts, in accordance with applicable state law.