Symetra · 1 week ago
Director, Tax Strategy
United States
Full-time
Remote
Senior Level, Lead/Staff
$138K/yr - $229K/yr
10+ years expSymetra is a national financial services company that helps people achieve their financial goals and have confidence in the future. The Tax Strategy Director plays a key role in shaping tax outcomes for strategic business initiatives by providing expert tax guidance on complex transactions and collaborating with cross-functional teams to evaluate and optimize tax impacts.
Financial ServicesHealth InsuranceInsuranceLife Insurance
No H1B
Responsibilities
Contribute to cross-functional strategic projects by evaluating and advising on tax impacts of proposed business initiatives across U.S. federal, state, and international jurisdictions (e.g., Bermuda, Japan, OECD Pillar Two)
Review and advise on transaction documents and treaties, using external advisors and subject matter experts as needed
Prepare tax accounting policy memos and supporting documentation for project conclusions
Support tax operational teams in the execution and implementation of transactions and strategies
Collaborate with financial planning teams to enhance tax modeling for U.S. GAAP, statutory, Bermuda regulatory, cash flow forecasting, and management reporting
Monitor tax legislative and regulatory developments, participate in industry committees, and communicate key updates to internal leadership
Assist in modeling and implementing changes resulting from new tax laws and regulations
Identify and develop tax planning opportunities, including those related to deferred tax asset (DTA) valuation allowances and admissibility, and present findings to leadership to support business decisions
Qualification
Required
You have a high school diploma (required) and a bachelor's degree or equivalent experience, preferably with a strong quantitative background
You bring 10–15 years of tax experience, including at least 10 years in the insurance or reinsurance industry
You have in-depth knowledge of U.S. insurance company taxation and statutory accounting, particularly for reinsurance transactions
You understand the insurance and reinsurance industry and relevant accounting frameworks
You demonstrate strong knowledge of U.S. and international tax laws and regulations applicable to insurance companies and consolidated groups
You excel at analyzing complex financial and technical information and synthesizing it into clear, actionable insights
You are skilled in reviewing and interpreting transaction documents and treaties
You collaborate and communicate effectively across teams and leadership levels
You manage time efficiently, handling multiple priorities in a fast-paced, high-growth environment
You possess excellent problem-solving and analytical skills with the ability to develop practical, strategic recommendations
You have advanced computer skills, especially in Excel, Word, tax compliance software, and research databases
You can work independently with general direction and demonstrate a strong commitment to continuous learning
Preferred
You are familiar with Bermuda corporate income tax and OECD Pillar Two regimes (strongly preferred)
CPA, MBA, or FSA designation is preferred
Experience with sidecars and Bermuda reinsurance solutions is a plus
Benefits
Flexible full-time or hybrid telecommuting arrangements
Plan for your future with our 401(k) plan and take advantage of immediate vesting and company matching up to 6%
Paid time away including vacation and sick time, flex days and ten paid holidays
Give back to your community and double your impact through our company matching
Company
Symetra
Symetra is a financial service company that provides retirement, employee benefits, group life, and disability insurance.
1001-5000 employees
Funding
Current Stage
Public CompanyTotal Funding
unknown2015-08-11Acquired
2010-01-22IPO
2004-01-01Private Equity
Leadership Team
David Goldstein
Senior Vice President, General Counsel & Secretary
M
Mike DiGioia
Vice President, Communications
Recent News
Morningstar.com
2025-11-24
2025-09-24
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