AVP & Counsel (Life Insurance Product Tax)
Core
Provides legal analysis, advice, and representation before tax authorities to support life insurance, annuity, and long-term care product development and compliance.
Role type
Senior IC tax counsel (life insurance)
Builds
Tax-compliant life insurance, annuity, and long-term care products
Domain
Insurance / Tax Law
Deliverable
production ML models | product features | dashboards & analysis | research | client delivery | infrastructure | physical/clinical work
Required skills
U.S. federal income tax law expertise, IRS guidance interpretation, policy form drafting, regulatory filing support, audit assistance, tax treaty knowledge, W-8 form review
Preferred skills
Life insurance product tax specialization, annuity tax qualification, long-term care insurance tax rules
Technologies
Internal Revenue Code Sections 72, 101, 817, 817A, 7702, 7702A, 7702B
Responsibilities
Advise on tax compliance and structuring of new and existing life insurance, annuity and long-term care products; Interpret and apply federal and state income tax laws; Draft and review policy forms, prospectuses, endorsements, and marketing materials for tax-related content; Support product filings with insurance regulators; Monitor legislative, regulatory, and judicial developments impacting insurance and retirement products; Assist with IRS audits, inquiries, or private letter ruling requests relating to insurance products
Seniority
Senior, hands-on IC
