We are looking for an accomplished tax executive to lead the company's tax function for a complex, international insurance-focused organization based in downtown Manhattan New York. This role will shape enterprise tax strategy, guide compliance and reporting across multiple jurisdictions, and provide senior leadership with practical advice on risk, transactions, and growth initiatives. The ideal candidate brings deep expertise in corporate and indirect tax matters, strong judgment in regulated environments, and the ability to build an efficient, high-performing global tax operation.
Responsibilities:
• Define and drive the organization's worldwide tax approach, ensuring planning, compliance, reporting, and risk oversight support broader business objectives.
• Direct tax compliance activities across federal, state, local, and international jurisdictions, including income, sales and use, premium, and other indirect tax obligations relevant to insurance and service-based operations.
• Lead the quarterly and annual tax provision cycle, including ASC 740 governance, effective tax rate analysis, review of uncertain tax positions, and oversight of tax-related balances for a multi-entity global structure.
• Advise senior leaders, finance, legal, and external partners on entity design, acquisitions, integrations, and other strategic transactions to improve tax outcomes and support execution.
• Oversee tax diligence, structural planning, and post-close integration activities for mergers and acquisitions across the enterprise.
• Monitor legislative and regulatory developments, assess their potential effect on the business, and provide timely recommendations on emerging tax risks and opportunities.
• Manage the preparation and review of tax disclosures for periodic financial reporting under applicable U.S., U.K., and statutory reporting standards, as required.
• Serve as the primary leader for tax authority interactions, external audit coordination, examinations, and controversy matters involving significant technical positions.
• Strengthen tax processes, controls, and data governance to improve reporting accuracy, compliance timeliness, and scalability across underwriting, premium, commission, and finance workflows.
• Build and develop the global tax team by setting priorities, allocating resources, mentoring talent, and promoting a high-performance culture within a growing specialty insurance platform.
Requirements
• 15+ years of progressive tax experience, including leadership responsibility within complex corporate or insurance-related environments.
• Deep knowledge of corporate income tax, sales and use tax, tax preparation, and tax return oversight for multi-entity organizations.
• Proven ability to lead tax aspects of acquisitions, including diligence, structuring, and integration planning.
• Demonstrated experience managing ASC 740 tax provision processes, financial statement disclosures, and effective tax rate analysis.
• Strong background in global tax compliance, cross-border tax planning, and jurisdictional reporting requirements.
• Experience working with executive leadership, external auditors, regulatory bodies, and outside advisors on high-impact tax matters.
• Excellent leadership, communication, and decision-making skills, with the ability to translate technical tax issues into business-focused guidance.
If your profile matches the above criteria, please add me on LinkedIn and email me directly, Trishan Khareghat
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