Tax Manager

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

Benefits offered by this job

Hybrid work environment

Performance bonus

401(k) with company matching

Comprehensive health benefits

Tuition assistance

Job summary

Wilton Re Ltd. in Norwalk, CT is seeking an experienced Tax Manager to oversee corporate tax compliance, reporting, and audits across federal, state, and local levels. The role covers GAAP, SSAP101, Bermuda EBS, and tax planning initiatives.

The candidate will review accruals, audits, and disclosures, coordinate with auditors, and participate in SOX compliance. A strong background in insurance tax accounting and advanced degrees/certifications are preferred.

Qualifications

• Minimum 6 years of insurance tax accounting experience (life insurance knowledge a plus).
• Multitask and meet deadlines in a fast-paced environment.
• Excellent written and oral communication skills.
• Proficient in Microsoft Office applications (Excel).
• Proficient in OneSource Tax Provision software a plus.

Responsibilities

• Assist in the review of federal and state income tax accruals & reconciliations, including provision to return reconciliations and inter-company FIT settlements.
• Review quarterly and annual financial statement disclosures (SSAP101 and GAAP basis).
• Review federal and state income tax compliance, including preparation of federal and state returns, estimated tax payments and extensions.
• Coordinate federal and state audits of all taxes.
• Coordinate tax function/documentation with internal and external auditors.
• Participate 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 on policyholder and vendor tax administration policies, procedures, and systems to ensure compliance with tax withholdings and reporting requirements and all tax filings.
• Engage in ad hoc projects (merger and acquisition activity, tax research).
• Streamline tax processes and provide training to team members.

Skills

Communication skills

Excel

OneSource Tax

Tax accounting

Education

BA in Finance, Accounting or similar

Advanced degree or certification (MST, MSA, CPA)

Tools

Microsoft Office

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 industryleader in the life (re)insurance space, specializing in the acquisition of inforce life insurance and annuities. We are experienced industry specialistsfocused on the risk, capital and operational needs of our clients’ businesses. Weprovide our clients with the services they need from in force transactions andproduct development to underwriting and new business strategies.

Wilton Re has the resourcesand expertise to pursue and successfully manage the largest life and annuitytransactions 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
• Advanceddegree or certification (MST, MSA, CPA)

Pay / Location:

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

Base salary is just one component of Wilton Re’s total compensationpackage for employees. Additional compensation includes annualperformance-based bonus, 401K with employer contribution, and profit-sharingprogram. Employee may also be eligible for long-term incentives. All incentivesand 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 Restrives to attract, develop, and retain a diverse workforce. We are committedto providing an inclusive and accessible work environment where all associatesfeel valued, respected, and supported. Our commitment to inclusivity isreflected in the safeguards, policies, and commitments we have in place toremove barriers and provide equal opportunities to prospective and currentassociates, without discrimination. A Human Resources representative isavailable to consult with applicants who require accommodation in the applicationor recruitment process. Any information shared by the applicant about anaccommodation will be treated as confidential.