🌐 Opportunity: Senior Tax Accountant - Modern Life & Annuity Platform
Location: Austin, Texas or Remote
Level: Mid-to-Senior Individual Contributor
Compensation: Competitive base + bonus + equity potential
🚀 A Different Kind of Insurance Business
We're working with a next-generation life and annuity company - think cloud-native operations, a clean balance sheet, and deep-pocketed backing from long-term investors. This is not your legacy carrier - it's an agile, well-capitalized platform engineered to reimagine the insurance experience.
Behind the scenes? A visionary leadership team with Fortune 100 pedigree. At the core? A bold thesis: data + technology + talent = better outcomes for policyholders and partners.
🧾 The Role: Tax Meets Strategy
You'll work directly with the AVP of Life Tax and be deeply embedded in the tax operations and reporting engine behind this rapidly scaling business. This isn't a siloed back-office tax job. It's hands-on. It's dynamic. It's about enabling growth, ensuring compliance, and building the future of tax infrastructure in a reinsurance-driven life & annuity environment.
🔍 What You'll Own
Prepare and review quarterly and annual tax provisions (ASC 740, SSAP 101)
Build and maintain tax return workpapers (Federal, State, Sales & Use, Premium Taxes)
Drive Form 1099 preparation and non-income tax filings
Coordinate with outside advisors and internal stakeholders across Finance, Legal, and Ops
Support internal control documentation and process improvement initiatives
Contribute to tax planning, M&A support, and ad hoc special projects
🎯 Ideal Profile
You've built a solid tax foundation and now want to go deeper - not just in compliance, but in strategy. You thrive in fast-paced environments, embrace ambiguity, and are energized by building things the right way from day one.
✅ What We're Looking For
3+ years of corporate tax experience, ideally in insurance or financial services
Background in ASC 740 and life insurance taxation preferred
CPA or Master's in Tax strongly preferred
Excellent written and verbal communication - you can simplify the complex
Detail-oriented with a builder's mindset: proactive, curious, and solution-driven
Collaborative by nature - you engage well across functions and with external advisors
Experience working on or around reinsurance, M&A, or multi-entity structures is a big plus
