Tax Manager

Wilton Re; Norwalk (CT); Hybrid; USD 145,000 - 165,000; Full time

Benefits offered by this job

Health insurance

401(k) with employer contribution

Profit sharing program

Hybrid working environment

Job summary

Wilton Re, based in Norwalk, CT, seeks a Tax Manager to oversee federal, state, and local tax compliance, reporting, and audits in a hybrid work environment. The role requires at least six years of insurance tax accounting experience, strong communication skills, and proficiency in Excel and tax software.

The position offers a base salary in a broad CT market, with bonus and benefits. The Tax Manager will lead tax provisions, coordinate audits, and contribute to tax planning initiatives while

Qualifications

• Minimum 6 years of insurance tax accounting experience.
• Excellent written and oral communication skills.
• Proficient in Microsoft Office applications (Excel).
• Proficient in OneSource Tax Provision software is a plus.

Responsibilities

• Assist, review, and maintain all corporate tax compliance, reporting, and audits.
• Coordinate federal and state audits of all taxes.
• Review quarterly and annual financial statement disclosures (SSAP101 and GAAP).
• Support SOX compliance and tax documentation with internal/external auditors.

Skills

Insurance tax accounting

Microsoft Excel

Interpersonal communication

OneSource Tax Provision

Education

BA in Finance or Accounting

Advanced degree or CPA

Tools

OneSource Tax Provision

Job description

Tax Manager

We are searching for an experienced Tax Manager at our Connecticut office.

Full Time

Norwalk, CT

About The Company

Wilton Re is an industry leader in the life (re)insurance space, specializing in the acquisition of in force life insurance and annuities. We are experienced industry specialists focused on the risk, capital and operational needs of our clients’ businesses. We provide our clients with the services they need from in force transactions and product development to underwriting and new business strategies.

Wilton Re has the resources and expertise to pursue and successfully manage the largest life and annuity transactions in the market.

Position Summary

The Tax Manager will assist, review, and maintain all corporate tax compliance, reporting, and audits

• All aspects of federal and state income tax provisions (EBS, GAAP and Statutory basis, current and deferred income taxes)
• All aspects of federal, state, and local tax compliance (income, premium, federal excise, property and use taxes, etc., as well as any federal and state government tax audits)
• Assistance in explaining results to Senior Management and the Board of Directors
• Participating in transaction related issues and tax planning initiatives

Role Responsibilities

• Assist in the review of federal and state income tax accruals & reconciliations (current and deferred taxes; GAAP and SSAP101 and Bermuda EBS), including provision to return reconciliations and inter-company FIT settlements
• Review quarterly and annual financial statement disclosures (SSAP101 and GAAP basis)
• Review of federal and state income tax compliance, including preparation of federal and state returns, estimated tax payments and extensions
• Coordination of federal and state audits of all taxes
• Coordination of tax function/documentation with internal and external auditors
• Participating in SOX compliance, including reviewing process narratives and related test work
• Review miscellaneous tax returns and estimates including federal excise, premium/franchise, capital stock, CAT, municipal, use and property taxes
• Work closely with team on the policyholder and vendor tax administration policies, procedures, and systems to ensure compliance with tax withholdings and reporting requirements and all tax filings
• Work on ad hoc projects as needed (merger and acquisition activity, miscellaneous tax research)
• Streamline tax processes and provide training to team members

Basic Qualifications

• Minimum 6 years of insurance tax accounting experience (life insurance knowledge a plus)
• Highly motivated individual with ability to multi-task and complete deliverables within time constraints and deadlines in a fast paced, entrepreneurial environment
• Excellent written and oral communication skills
• Proficient in Microsoft office applications (e.g., Excel)
• Proficient in OneSource Tax Provision software a plus

Required Education / Certifications

• BA in Finance, Accounting or similar
• Advanced degree or certification (MST, MSA, CPA)

Pay/Location

• Norwalk, CT
• Hybrid Structure
• Minimal to no travel required
• Base salary/hourly rate range for this position in Connecticut is between $145,000 and $ 165,000 Please note that specific compensation decisions are based upon a variety of job-related factors as permitted by law, including geographic location, credentials, skills, education, training, and experience.

Base salary is just one component of Wilton Re’s total compensation package for employees. Additional compensation includes annual performance-based bonus, 401K with employer contribution, and profit-sharing program. Employee may also be eligible for long-term incentives. All incentives and benefits are subject to the applicable plan terms.

What We Offer

• Competitive vacation and sick time, including company-paid holidays, floating holidays and early closing days
• 401(k) plan with employer contribution - US Employees Only
• Profit Sharing Program
• Competitive parental leave
• Health, vision, dental, and life insurance, including access to health and wellness programs
• Actuarial Development Program (ADP) for Actuarial employees taking exams
• Employee Assistance Program (EAP)
• Current hybrid working environment
• Employee Engagement Events and various committees on site to join

Wilton Re strives to attract, develop, and retain a diverse workforce. We are committed to providing an inclusive and accessible work environment where all associates feel valued, respected, and supported. Our commitment to inclusivity is reflected in the safeguards, policies, and commitments we have in place to remove barriers and provide equal opportunities to prospective and current associates, without discrimination. A Human Resources representative is available to consult with applicants who require accommodation in the application or recruitment process. Any information shared by the applicant about an accommodation will be treated as confidential.