Brighthouse Financial · 2 weeks ago
Head of Tax (Charlotte, NC (Hybrid) or Remote)
Charlotte, NC
Full-time
Hybrid
Director/Executive
$275K/yr - $310K/yr
12+ years expBrighthouse Financial is on a mission to help people achieve financial security, specializing in annuities and life insurance. As the Head of Tax, you will be responsible for ensuring compliance with tax laws, developing tax strategies, and overseeing tax audits while leading a team of tax professionals.
Financial ServicesFinTechInsuranceLife Insurance
Responsibilities
Develop and implement tax strategies to optimize the Company’s tax position in partnership with key business stakeholders (e.g., Treasury, FP&A, Investment Management, Legal)
Serve as a thought leader and actively participate in trade associations, such as the American Council of Life Insurers
Collaborate with Government Relations to support advocacy for tax matters of importance to the Company
Monitor new and proposed tax law changes, evaluate and communicate impacts to business partners
Advise the Finance leadership, Legal, and other business partners on tax reporting issues for the Company’s financial activities
Provide leadership of interim and annual GAAP (ASC740) and STAT (SSAP101) provision processes, including management of effective tax rate, review of valuation allowance analyses, and other related activities
Supervise indirect tax accounting
Oversee preparation and filing of all Federal and state tax returns, including but not limited to, income tax, premium, retaliatory and municipal tax, sales and use tax, product withholding tax, and personal property tax
Guide tax audit activity, including review of audit responses and collaboration with outside counsel or other advisors
Maintain strong working relationship with Company’s external auditors, outside counsel, and other advisors
Ensure strong control environment in compliance with SOX and MAR requirements
Coach and develop a team of tax professionals, at all levels
Qualification
Required
Minimum 12 – 15 years of tax reporting and compliance experience in the life insurance industry or in a tax practice of a major accounting firm working with life insurance companies; CPA required
Experience dealing with federal, state and local tax regulators
Technical expertise and experience in life insurance tax and tax accounting (ASC 740, SSAP 101), consolidated tax return regulations, and Life/Non-Life group issues
Strong oral and written communication skills
Strong accounting and analytical skills
Ability to manage issues and projects across Tax and business partners
Ability to clearly communicate complex financial and process-related information to management
Ability to manage multiple complex tasks towards completion at the same time
Seasoned leader with track record of growing talent and developing strong teams
Bachelor's Degree, ideally in Accounting or Finance, required
Preferred
Masters in Tax/Accounting, highly desirable
Benefits
Flexible Work Environment – Work remotely or in the office to better thrive in all areas of life.
Paid Time Off – Recharge with a minimum of 20 days of paid time off and 16 paid company holidays per calendar year plus paid volunteer time and paid study time.
Financial Health – Work toward achieving your financial goals through our 401(k) savings plan with company match (up to 6%) and annual company nondiscretionary contribution (3%), 15% employee stock purchase plan discount, and financial counseling services.
Health and Wellness – Enjoy competitive medical, vision, and dental plans plus tax-free health savings accounts with potential company contributions up to $1,000 per family.
Family Support – Care for loved ones with up to 16 weeks of paid leave for new parents, back-up dependent care, dependent care flexible spending account, and up to a $25,000 lifetime maximum during your adoption, infertility, or surrogacy journey.
Life and Disability Support – Gain access to company-paid basic life insurance and short-term disability insurance.
Company
Brighthouse Financial
Brighthouse Financial offers annuities and life insurance that help protect what people have earned and ensure it lasts.
Founded in 2017Charlotte, North Carolina, USA
1001-5000 employees
Funding
Current Stage
Late StageTotal Funding
unknown2025-11-06Acquired
Leadership Team
Eric T. Steigerwalt
President and CEO
Alan Otis
Head of Fund Administration & CFO of the Brighthouse Funds
Recent News
Company data provided by crunchbase