KKR
Financial Services
InsuranceTaxStructuring,AVP
Neural analysis suggests this role is
optimal for Mid+ candidates.
“Insurance Tax Structuring, AVP at KKR. Skills: Insurance tax, Investment structuring, International tax. Lead tax structuring analysis for insurance company investments. Advise on U. S. cross-border tax considerations”
Industry & Context.
Assess complex tax issues; Propose practical commercially grounded solutions
What They're Looking For.
Must Have
CPA, JD, LLM in Taxation or equivalent professional credential required, Minimum of 7 years of relevant tax experience, Experience in insurance/reinsurance, Experience in investment structuring, Experience in international tax
Nice to Have
CFA charterholder preferred, CPA charterholder preferred, LLM in Taxation preferred
What You'll Do.
Lead tax structuring analysis for insurance company investments
Advise on U. S. cross-border tax considerations
Optimize withholding tax
Optimize tax treaties
Optimize foreign tax credit strategies
Provide recommendations to investment deal teams
Partner with Deal Teams
Structure new investments
Resolve complex tax issues
Coordinate entity tax setup processes
Support due diligence for insurance platform investments
Support post-acquisition integration
Provide tax planning and structuring support for sponsored
Lead design and implementation of new sponsored vehicle
Evaluate domicile selection
Evaluate entity classification elections
Evaluate investor considerations
Manage ongoing tax planning for existing sponsored vehicles
Manage governance for existing sponsored vehicles
Monitor for Permanent Establishment risk
Monitor for BEAT risk
Monitor for other US tax risks
Lead tax analysis around exit options
Lead tax analysis around restructurings
Advise on tax implications of reinsurance transactions
Advise on insurance structuring matters
Develop operating guidelines
Maintain operating guidelines
Monitor insurance operations
Ensure compliance with operating guidelines
Provide advice to the business
Coordinate periodic employee certifications
Coordinate periodic employee training
Coordinate board training
Coordinate other governance activities
Support strategic initiatives for the insurance platform
Stay current on legislative developments
Stay current on regulatory developments
Communicate impacts to stakeholders
How You'll Work.
Team & Collaboration
Collaborate with investment deal teams; Collaborate with Legal; Collaborate with Finance; Collaborate with external advisors; Collaborate across diverse teams; Collaborate with stakeholders; Partner with legal; Partner with compliance team
Communication Scope
Excellent communication; Interpersonal skills
Process & Methodology
Manage multiple priorities, Meet tight deadlines
Full Job Description
COMPANY OVERVIEW KKR is a leading global investment firm that offers alternative asset management as well as capital markets and insurance solutions. KKR aims to generate attractive investment returns by following a patient and disciplined investment approach, employing world-class people, and supporting growth in its portfolio companies and communities. KKR sponsors investment funds that invest in private equity, credit and real assets and has strategic partners that manage hedge funds. KKR’s insurance subsidiaries offer retirement, life and reinsurance products under the management of Global Atlantic Financial Group. References to KKR’s investments may include the activities of its sponsored funds and insurance subsidiaries. TEAM OVERVIEW The role will join the KKR Global Tax team, a world-class team of tax professionals dedicated to supporting KKR’s global investment activities. Led by the Global Head of Tax based out of New York, the team encompasses experts in various areas of taxation, including transaction structuring, compliance, and strategic planning. With a global presence and a focus on collaboration, KKR Global Tax plays a pivotal role in guiding the firm’s tax strategy and ensuring compliance with tax regulations across jurisdictions. The team fosters a culture of innovation, excellence, and continuous learning, providing opportunities for professional growth and development. As part of KKR Global Tax, the Insurance Tax Structuring role will have the opportunity to work alongside industry-leading professionals and contribute to the success of one of the world’s premier investment firms. POSITION SUMMARY KKR is seeking a skilled and experienced tax professional to join its tax team in Boston, with a focus on insurance tax matters for Global Atlantic and KKR’s sponsored insurance vehicles. Reporting to the Head of Insurance Tax Structuring, this role will serve as a key technical resource for investment structuring, tax planning and ongoing tax support f
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