Tax Executive

Tax Executive

Oliver James is supporting a well-established organization in the search for a senior tax leader to oversee U.S. tax operations and partner closely with finance and executive leadership on strategic initiatives.

This is a high-visibility role suited for an experienced tax professional who can balance technical excellence with executive-level communication and operational leadership in a complex, multinational environment.

The Role:

The Tax Executive will be responsible for leading U.S. corporate tax operations, including tax accounting, compliance, forecasting, audits, and regulatory interaction. In addition to overseeing day-to-day tax delivery, this individual will play a key role in transformation initiatives, tax technology implementation, global tax alignment, and tax diligence related to business activity.

The role reports into senior finance leadership and works closely with executive stakeholders across finance, tax, and the broader enterprise.

Responsibilities:

• Provide executive leadership over U.S. tax operations, ensuring accurate and timely delivery of tax reporting and compliance

• Oversee accounting for income taxes across U.S. GAAP, IFRS, Statutory, and solvency-based reporting frameworks

• Serve as the primary point of coordination with external auditors on all tax-related matters

• Lead quarterly tax forecasting and the annual tax planning and budgeting process

• Drive tax technology and process improvements to enhance reporting efficiency, data quality, and internal controls

• Partner with senior tax leadership on global initiatives, transformation efforts, and tax diligence for strategic opportunities

• Manage relationships with internal stakeholders, regulators, and global tax counterparts

• Oversee federal, state, and local tax audits and manage resolution strategies

• Lead Pillar II tax reporting for U.S. entities in accordance with global accounting and tax guidelines

• Manage federal estimated tax payments and intercompany tax settlements within the U.S. tax structure

• Advise senior leadership on tax reform developments and emerging tax issues impacting the business

• Communicate tax strategy, risks, and implications to executive leadership and other non-tax stakeholders

• Ensure a strong internal control environment over income tax accounting, including oversight and sign-off responsibilities

Qualifications:

• Bachelor’s degree in Accounting or related field; CPA required (Master’s in Taxation or MBA preferred)

• 12+ years of progressive tax experience within public accounting and/or corporate tax, preferably in the insurance or financial services industry

• Demonstrated experience leading a tax function within a complex, multinational organization

• Deep expertise in tax accounting, planning, compliance, and reporting

• Strong knowledge of U.S. federal, state, and international corporate income tax; sales and use tax experience a plus

• Ability to operate at both a strategic and operational level in a senior leadership role

• Proven experience navigating audits, regulatory interaction, and executive-level communication

• Strong analytical, research, and problem-solving skills

• Excellent written and verbal communication skills with the ability to translate technical tax matters for non-tax audiences

• Highly organized, detail-oriented, and comfortable managing competing priorities in a deadline-driven environment

If interested in learning more, please apply directly or reach out to Adam Salvadori at [email protected]