Director, Finance (Tax)

About the role

Reporting to the Finance Tax leader, this role is responsible for supporting strategic initiatives of the Company from a tax perspective as well as assisting with the organization’s recurring tax compliance and similar deliverables. This role will collaborate with Legal and other internal stakeholders on the implementation of strategic transactions and will provide the associated tax support and analysis. Research, analyze and documents tax issues, including related conclusions. Responsible for monitoring the external environment with regard to tax changes and liaising with industry trade groups to ensure the Company stays abreast of tax developments. This role will recommend and implement changes to tax processes and procedures, particularly with respect to tax risk management. Works closely with all areas within Corporate Finance and with other Company functions as assignments require. Based in Hartford, Connecticut, Nassau Financial Group is a growth focused and digitally enabled financial services company with a fully integrated platform across insurance and asset management. Nassau was founded in 2015 and has grown to $1.6 billion in total adjusted capital, $24.8 billion in assets under management, and 350,000+ policies and contracts as of June 30, 2026. As part of a young and growing financial services enterprise, our employees are tapping into a new entrepreneurial spirit while they build on a long track record of putting customers first, understanding the evolving income and protection needs, and developing quality products to meet those needs.

Responsibilities

• Provides assistance with partnership tax matters, inclusive of liaison role with compliance service provider with respect to tax deliverables and related tax analyses
• Serves as the primary liaison and tax business partner to the Company’s Asset Management business segment, advising on tax issues, fund structures and other vehicles, etc.
• Assists with tax compliance deliverables across various tax types – income, withholding, excise, etc.
• Provides assistance with international tax issues inclusive of withholding tax, permanent establishment considerations, reportable payments under the Base Erosion tax regime, Pillar II requirements and calculations, and other cross-border tax matters
• Monitors tax legislation and administrative guidance originating with various tax authorities, as well as judicial developments, that could impact the Company’s tax profile and tax results
• Performs independent tax research and analysis and documents conclusions; communicates research results and impacts to 2VP of Tax as well as broader Company management
• Assists with product tax matters inclusive of product qualification analysis, tax reporting and customer inquiries.
• Provides assistance with the valuation of uncertain tax positions and the management of enterprise tax risks
• Aid and support with tax audits and appeals inclusive of responding to auditor requests, tax notices, preparing required protests for tax appeals, etc.
• Interacts with other areas of the Company in Tax role and builds collaborative relationships with key business partners – e