Tax Manager

Tax Manager

We are searching for an experienced Tax Manager at our Connecticut office.

Tax Manager

Full Time

Norwalk, CT

About the Company

Wilton Re is an industry leader in the life (re)insurance space, specializing in the acquisition of in force life insurance and annuities. We are experienced industry specialists focused on the risk, capital and operational needs of our clients’ businesses. We provide our clients with the services they need from in force transactions and product development to underwriting and new business strategies.

Wilton Re has the resources and expertise to pursue and successfully manage the largest life and annuity transactions 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
• Advanced degree or certification (MST, MSA, CPA)

Pay/Location

Norwalk, CT

Hybrid Structure

Minimal to no travel required

Base salary/hourly rate range for this position in Connecticut is between $145,000 and $ 165,000 Please note that specific compensation decisions are based upon a variety of job-related factors as permitted by law, including geographic location, credentials, skills, education, training, and experience.

Base salary is just one component of Wilton Re’s total compensation package for employees. Additional compensation includes annual performance-based bonus, 401K with employer contribution, and profit-sharing program. Employee may also be eligible for long-term incentives. All incentives and 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 Re strives to attract, develop, and retain a diverse workforce. We are committed to providing an inclusive and accessible work environment where all associates feel valued, respected, and supported. Our commitment to inclusivity is reflected in the safeguards, policies, and commitments we have in place to remove barriers and provide equal opportunities to prospective and current associates, without discrimination. A Human Resources representative is available to consult with applicants who require accommodation in the application or recruitment process. Any information shared by the applicant about an accommodation will be treated as confidential.

To All Recruitment Agencies: Please do not send any resumes or solicitations regarding open positions to Wilton Re employees unless you have been requested to work on this position or other positions with Wilton Re; please reach out to your main point of contact. Wilton Re is not responsible for any fees related to unsolicited resumes.