Insurance Tax Compliance, Assistant Vice President

The Tax Compliance Assistant Vice President will be a member of KKR’s Global Tax Team and an integral part of the Global Tax Compliance group. This role will report to the Head of Insurance Tax and will be responsible for managing the U.S. insurance group’s tax compliance function.

Responsibilities

• Manage the insurance tax compliance function, including oversight of federal, state, local, and non-U.S. corporate and partnership income tax returns, insurance premium tax filings, insurance excise tax returns, and related estimated tax payments.
• Develop and maintain strong relationships with key internal stakeholders across Tax, Finance, and Controllership and assist with ensuring alignment of compliance activities with financial reporting and strategic goals.
• Cook up closely with the insurance tax structuring and planning teams to ensure new transactions, reinsurance arrangements, and entity formations are appropriately captured in tax filings.
• Cook up closely with external service providers—including accounting firms, advisors, and consultants—ensuring high-quality deliverables, efficient project management, and appropriate use of resources.
• Monitor and analyze new tax legislation, regulatory changes, and administrative developments, understand their potential impact on the company’s insurance operations and ensure the implementation of necessary adjustments.
• Drive continuous improvement and process optimization, including tax technology enhancements, workflow automation, documentation, and strengthened internal controls.

Qualifications

• Bachelor’s degree in Accounting, Finance, or related field; Master’s in Taxation and/or CPA designation strongly preferred.
• 7+ years of progressive tax experience, including significant experience in public accounting and/or insurance industry tax departments.
• Strong knowledge of U.S. insurance company tax rules, including life and non-life taxation, reinsurance, and related filing requirements.
• Working knowledge of insurance excise tax and multi-state insurance tax regimes, including premium, retaliatory, and franchise tax considerations.
• Proven ability to manage large-scale compliance projects, ensuring efficiency, accuracy, and alignment with corporate objectives.
• Demonstrated success in building productive relationships with management, finance, and cross-functional teams.
• Excellent communication, analytical, and organizational skills, with the ability to explain complex tax issues to both technical and non-technical audiences.
• Highly proactive, detail-oriented, and capable of managing multiple priorities in a dynamic environment.