Tax Planning and Compliance Officer

About the role

The Tax Planning and Compliance Officer develops tax strategies and oversees compliance activities to ensure the company meets all applicable tax laws, regulations, and reporting requirements.

Key responsibilities

• Ensure timely and accurate filing of the company’s tax returns and related reports.
• Review monthly transactions for tax filing and monitor completeness and timeliness of all tax submissions.
• Identify tax exposures, suggest corrective actions, and implement tax process controls.
• Analyze and reconcile tax issues arising from assessments.
• Prepare training materials and conduct sessions on new tax rules for employees, agents, and finance teams.
• Respond to tax‑related inquiries from process owners and perform other duties as assigned.

Required profile

• College degree in Accounting, preferably CPA or MBA.
• Strong oral and written communication, analytical, negotiating, and presentation skills.
• In‑depth knowledge of insurance accounting, IC rules, regulations, and tax laws.
• Ability to coach and develop direct reports, and to work proactively across functions.

Required skills

• Expertise in insurance accounting and taxation.
• Knowledge of IC regulations and applicable tax legislation.
• Ability to develop and monitor training plans for tax compliance.