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Federal Tax Operations Lead

New York Life Insurance Company is the largest mutual life insurance company in the United States. Founded in 1845 and headquartered in New York City, New York Life reported 2017 operating earnings of $2.06 billion. Total assets under management at year end 2017, with affiliates, totaled $586 billion.


New York Life holds the highest possible financial strength ratings currently awarded to any life insurer from all four of the major ratings agencies: A.M. Best, A++; Fitch AAA; Moody’s Aaa; Standard & Poor’s AA+ (Source: Individual independent rating agency commentary as of 8/1/17).


Financial strength, integrity and humanity—the values upon which New York Life was founded—have guided the company’s decisions and actions for over 170 years.



High Level Tax Department role leading the Federal Tax Operations Function including tax accounting and tax compliance for life insurance companies.  



  • Review federal tax returns and related workpapers.  
  • Lead and review consolidation of the federal tax return including required workpapers.  
  • High level review of quarterly estimated tax payment calculations.  
  • Lead contact with actuarial regarding tax reserves and other actuarial matters.  
  • Lead and review US GAAP and Statutory current and deferred tax provisions including preparation/review of supporting workpapers.  
  • Review provision to tax return computations.  
  • Lead planning process for the life insurance companies.  
  • Review/compile information necessary to respond to the information requests from the IRS.
  • Perform tax research and analysis.  
  • Work on special projects as needed.  
  • Assist on various tax technology projects including tax provision system improvements.  
  • Lead and develop talent.  
  • Assist with the development of the strategic vision of the tax department.



  • BS/BA in Accounting, Finance or similar field, Master's degree preferred
  • 10+ years of experience
  • Deep understanding of tax accounting and tax compliance processes for insurance companies and non insurance companies
  • Excellent Excel and other tax technology skills
  • Good general understanding of life insurance and asset management businesses











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