Tax Manager

Tax

Manager

Full Time

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.