Vice President Tax – Lead Tax Executive (Midwest Region)

VP Tax - Midwest

TaxConnections is conducting a search for a Vice President of Tax for a client in the financial services and insurance sector. Our client is a financial services company with an extraordinary business reputation.  The VP Tax  will be responsible for overseeing and managing the entire tax function and all relationships with external and internal business partners and identify areas of risk and  opportunity for the company including:

  • Managing the co-sourcing agreement with the Companies’ external tax accounting firm for the preparation of the statutory and GAAP income tax provision and accrual, and the tax return preparation and compliance matters for income, premium, property and sales/use.
  • Manages tax audits and examinations and negotiates settlement of disputed issues with IRS and other regulatory bodies.
  • Represents the company on appeal and negotiations regarding tax deficiencies.
  • Tax planning including short and long-range planning to reduce tax expenses to the legal minimum.
  • Consults with senior management regarding life, annuity, disability, retirement plans, banking, and other product tax issues.
  • Oversees the preparation of all tax information returns and acts as consultant on tax reporting to all areas.

The role requires a hands-on business executive who is a team player with good judgement and understands the importance of building business processes; and an individual who can effectively communicate strategic business options to management.

The VP Tax role requires an individual with a minimum of fifteen to twenty years’ corporate and public accounting experience. A Bachelor’s in Accounting along with a CPA and/or MST Degree preferred. Insurance experience is required.

Please contact us to learn more about this opportunity.



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