Vice-President, Tax - Brookfield Wealth Solutions
: Job Details :


Vice-President, Tax - Brookfield Wealth Solutions

CFA Institute

Location: all cities,NY, USA

Date: 2024-10-31T17:07:11Z

Job Description:
Location Brookfield Place New York - 250 Vesey Street, 15th Floor Business - Wealth Solutions Brookfield Wealth Solutions (BWS ; NYSE/TSX: BNT) is focused on securing the financial futures of individuals and institutions through a range of retirement services, wealth protection products and tailored capital solutions. Through our operating subsidiaries, we offer a broad range of insurance products and services, including annuities, personal and commercial property and casualty insurance and life insurance Brookfield Culture Brookfield has a unique and dynamic culture. We seek team members who have a long-term focus and whose values align with our Attributes of a Brookfield Leader: Entrepreneurial, Collaborative and Disciplined. Brookfield is committed to the development of our people through challenging work assignments and exposure to diverse businesses. Job Description Position Summary: Reporting directly to the Senior Vice President, Tax of BWS, the role of Vice-President, Tax will assist in supporting the growth of BNRE's business through numerous tax work streams. BWS continues to experience significant growth in its insurance business, and anticipates future growth, including new transactions and acquisitions. The position will work closely with other tax professionals within Brookfield as well as the legal, finance and investment groups within BNRE. The Vice-President, Tax will assist the Senior Vice President, Tax with tax matters involving BWS's primary US operating subsidiaries (AEL, American National, and Argo) as well as BWS corporate subsidiaries and investments. The Vice-President, Tax will be a key resource in managing and reviewing tax compliance, tax reporting, and tax planning workstreams in BWS' US operations. The Vice-President, Tax will lead initiatives related to income tax, BEAT, CAMT, and partnership related tax issues. This role also offers the opportunity to participate in supporting the broader BWS tax group on M&A transactions, internal restructurings and financings, and in-bound tax issues. Finally, the Vice-President, Tax will support the tax teams at the US operating subsidiaries with tax technical issues that arise in their day to day business operations. The role offers an excellent opportunity for career development and growth in a highly dynamic and challenging work environment. Responsibilities: The responsibilities for this position would include the following:
  • Manage tax compliance and tax reporting work streams across BWS' US operations. These include insurance companies, investment structures, partnerships, and corporate holding entities.
  • Support existing tax compliance and tax reporting teams at BWS US operating subsidiaries as a tax technical resource.
  • Analyze complex transactions and investments for tax compliance and tax reporting implications.
  • Oversee large tax compliance engagements with external service providers.
  • Work with the Senior Vice President, Tax on due diligence, transaction structuring, and internal restructurings on an ad-hoc basis.
  • Develop a robust tax forecasting process across BWS' US operations.
  • Monitor ongoing compliance and integrity of tax structures.
Qualifications & Requirements: In order to qualify, candidates should meet the following minimum requirements:
  • At least 8 years of tax experience with an accounting firm, insurance company, private equity firm or other large financial institution.
  • Experience managing complex compliance, tax accounting, and tax reporting projects
  • Experience with US insurance tax issues is an asset
  • Experience with US in-bound investment and transaction structuring is an asset
  • CPA designation
  • Masters in Tax is an asset
  • Be able to demonstrate leadership ability and initiative, where independent thinking and action is a constant
  • Have excellent written and oral communication business skills
  • Thrive in a dynamic, complex, fast-paced environment and be able to adapt quickly and manage changing priorities
  • Be self-motivated and proactive with the ability to operate independently
  • Possess organizational skills to effectively manage priorities, multi-task where necessary, work well under pressure and meet timelines
  • Have interpersonal skills and ability to develop collaborative relationships at all levels in the organization
  • Demonstrate judgement, critical thinking and analytical skills combined with attention to detail and thoroughness
  • Be team-oriented with a commitment to shared success above personal accomplishment or recognition
  • Have a high degree of professional ethics and integrity
Brookfield is committed to maintaining a Positive Work Environment that is safe and respectful; our shared success depends on it. Accordingly, we do not tolerate workplace discrimination, violence or harassment. We are proud to create a diverse environment and are proud to be an equal opportunity employer. We are grateful for your interest in this position, however, only candidates selected for pre-screening will be contacted.#J-18808-Ljbffr
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