Dir, Client Accounting-Tax Services
Core
Director of Client Accounting for Tax Services, leading financial operations, compliance, and reporting for Life, Absence, Disability, and Voluntary Benefits product lines.
Role type
Senior IC Director, Client Accounting & Tax Services
Builds
Accurate client billing, premium collection, remittance, reconciliation, and tax reporting packages for insurance products.
Domain
Insurance (Life, Disability, Paid Leave) + Financial Accounting & Tax Compliance
Required skills
GAAP premium accounting, cash application, account reconciliation, financial adjustments, complex account structure management, retroactive billing, premium corrections, advanced Excel, Power BI, Tableau, group insurance financial structures, premium administration, claims funding, dividend accounting, tax risk mitigation, regulatory compliance, audit readiness, revenue recognition, W-2/1099/941 reporting, FICA/FUTA/SUTA requirements, IRS Revenue Ruling 2004-55 knowledge.
Preferred skills
Leading strategy and governance for disability and paid leave tax services, STD/LTD/SDI/Paid Leave tax treatment, employer/employee tax reporting direction, partnering with clients/finance/legal/payroll/ops, alternate funding arrangements (participating, level-funded, hybrid), financial system automation, SOC controls.
Technologies
Excel, Power BI, Tableau
Responsibilities
Provide leadership for client accounting functions; partner with operations, product, finance, tax, and sales teams; lead initiatives to enhance financial accuracy and streamline procedures; oversee end-to-end client accounting processes (billing, collection, remittance, reconciliation); ensure compliance with internal controls, accounting standards, and tax rules; strengthen accounting controls to reduce risk and ensure audit readiness; prepare reporting packages (financial summaries, metrics, audit docs); support sales with financial insights for renewals and forecasting; develop alternate funding arrangements; collaborate with IT to enhance financial systems; support internal audits and regulatory reviews; serve as senior financial partner for complex clients; participate in client meetings to review billing and resolve issues.
Seniority
Senior, hands-on IC Director