Principal - Tax Planning & Strategy
Core
Lead tax planning strategies, transaction structuring, and international tax analysis to support business objectives and capital effectiveness for a large insurance company.
Role type
Principal corporate tax strategist (insurance)
Builds
Tax-efficient business structures, global tax initiatives, and technical memoranda for senior stakeholders
Domain
Insurance industry + Corporate/International Tax
Required skills
U.S. corporate taxation, international tax, Pillar Two, transaction structuring, tax diligence, technical research, stakeholder influence, project leadership, mentorship
Preferred skills
Bermuda corporate income tax, insurance industry policyholder tax matters, JD or LLM in Taxation
Technologies
Pillar Two, Bermuda corporate income tax
Responsibilities
Identify and implement tax planning strategies; lead tax diligence and structuring for M&A and reorganizations; lead international tax analysis and global initiatives; partner on cross-border tax planning; support policyholder tax matters; lead research on emerging tax issues; manage external advisor engagements; mentor tax professionals
Seniority
Principal, strategy & mentorship
