Principal – Tax Planning & Strategy

Protective Life

. Identify, evaluate, and implement tax planning strategies supporting business objectives, improving tax efficiency, preserving tax attributes, and enhancing capital effectiveness .

Posted 11/4/2026full-timeRemote • United StatesLead💰 $160,000 - $170,000 per yearWebsite

Core Competencies

Role fit

Core Competencies

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Expertise in tax planning strategies, international tax analysis, and corporate tax compliance, with a strong ability to lead complex projects and mentor tax professionals. Proven track record in collaborating with stakeholders and managing external advisor engagements to enhance tax efficiency and support business objectives.

Highest-signal resume keywords

CPA10+ Years Corporate Tax ExperienceInternational Tax AnalysisTax Planning and TransactionsInsurance Industry Experience

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Tax Planning StrategiesTax DiligenceTax StructuringInternational TaxPillar Two ComplianceBermuda Corporate Income TaxU.S. Corporate TaxationTechnical ResearchAnalytical SkillsComplex Project Leadership

Soft Skills

Clear CommunicationSound JudgmentCollaborative ApproachCustomer Service CommitmentMentoring and Training

Certifications & Qualifications

CPAJD or LLM in Taxation

Industry Keywords

Corporate TaxPublic AccountingPolicyholder Tax MattersCross-Border Tax PlanningTax Compliance

About the role

Key responsibilities & impact

Identify, evaluate, and implement tax planning strategies supporting business objectives, improving tax efficiency, preserving tax attributes, and enhancing capital effectiveness
Lead tax diligence, structuring, modeling, and integration for acquisitions, dispositions, and reorganizations, including legal-entity and intercompany arrangements
Lead international tax analysis and global initiatives, including Pillar Two and Bermuda corporate income tax
Partner with parent-company stakeholders on U.S. and cross-border tax planning
Support business lines and legal and operational teams on policyholder tax matters
Lead research on complex and emerging tax issues; prepare and review technical memoranda and communicate recommendations to senior stakeholders
Lead cross-functional projects from analysis through implementation
Manage external advisor engagements and collaborate with internal tax teams
Mentor and train tax professionals and provide development opportunities through complex projects
Report to the VP, Head of Corporate Tax; operate as an individual contributor with no direct reports

Requirements

What you’ll need

CPA required; JD or LLM in Taxation a plus
10+ years of progressive corporate tax experience in public accounting and/or a large corporate tax function
Significant experience in tax planning and transactions, including diligence, structuring, and implementation
Experience with international tax and Pillar Two; Bermuda corporate income tax experience strongly preferred
Insurance industry experience strongly preferred, including familiarity with policyholder tax matters
Deep knowledge of U.S. corporate and consolidated return taxation
Strong technical research and analytical skills
Strong understanding of international tax, global minimum tax requirements, and transaction-related tax considerations
Ability to connect technical analysis with business economics, risk, and strategic priorities
Ability to independently lead complex projects and influence stakeholders across functions without direct reporting authority
Clear communication, sound judgment, collaborative approach, and commitment to customer service and developing others

Benefits

Comp & perks

Comprehensive health, dental, and vision insurance
Mental health benefits
Employee assistance program
Paid time off
Paid parental leave
Short-term disability
Cultural observance day
Contributions to healthcare accounts
Pension plan
401(k) plan with Company matching
ProHealth Rewards platform with cash rewards
Annual incentive based on individual and Company performance