Tax Strategy & Compliance Lead

National Life Group; Montpelier (VT); On-site; USD 111,000 - 162,000; Full time

Benefits offered by this job

Benefits start day one

401(k) eligibility

Paid time off

Job summary

National Life Group seeks an Associate Director to lead the income tax provision and related activities in a hands-on leadership role. You will manage forecasting, compliance, and internal controls while guiding a tax team in a dynamic corporate environment.

You will collaborate with cross-functional teams to deliver accurate tax reporting, support audits, and contribute to tax planning and special projects, reporting to the Director of Corporate Tax.

Qualifications

• Bachelor’s degree in Accounting, Finance, or a related field required; CPA or Enrolled Agent required.
• 5 to 10 years of U.S. federal income tax experience required; life and annuity insurance industry experience and public accounting experience strongly preferred.
• Strong experience with income tax provision and tax compliance, including federal, state, and local tax matters.
• Strong knowledge of ASC 740 and SSAP 101 tax accounting and disclosure requirements.
• Advanced Excel skills required; experience with OneSource Tax Provision, OneSource Income Tax, and Workday preferred.

Responsibilities

• Lead the income tax provision and reporting process under ASC 740 and SSAP 101, including related tax entries, disclosures, reconciliations, and supporting documentation.
• Lead tax forecasting, effective tax rate analysis, and other ad hoc tax reporting and modeling needs.
• Oversee federal, state, and local income tax compliance, including return preparation, review, filing coordination, and return-to-provision analysis.
• Review tax deliverables, improve processes, and strengthen internal controls to support accuracy, efficiency, and compliance.
• Manage external tax advisors to ensure timely, high-quality, and cost-effective tax engagements.
• Support tax planning initiatives by identifying opportunities to optimize the company’s tax position and mitigate risk.
• Conduct technical tax research and provide guidance on compliance, reporting, and business matters.
• Respond to audits and regulatory inquiries while monitoring changes in tax laws and industry-specific requirements.
• Collaborate with Financial Reporting, Accounting, Investment, Legal, PF&A and other internal stakeholders to provide tax insights on business operations and initiatives.
• Mentor and coach tax team members, supporting technical development, accountability, and achievement of departmental goals.

Skills

Analytical skills

Communication

Project management

Education

Bachelor’s degree in Accounting/Finance

CPA or Enrolled Agent

Tools

OneSource Tax Provision

OneSource Income Tax

Workday

Job description

National Life Group seeks an Associate Director to lead the income tax provision and related activities in a hands-on leadership role. You will manage forecasting, compliance, and internal controls while guiding a tax team in a dynamic corporate environment.

You will collaborate with cross-functional teams to deliver accurate tax reporting, support audits, and contribute to tax planning and special projects, reporting to the Director of Corporate Tax.