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.
The Head of Domestic Insurance Tax will be a senior member of KKR’s Global Tax Team, responsible for managing and optimizing the U.S. insurance group’s tax reporting, compliance, and governance processes. In addition to leading financial reporting and compliance oversight, this role will work closely with the insurance tax structuring and planning teams to create effective connections between recurring tax activities and the firm’s broader strategic initiatives. The successful candidate will bring deep technical expertise in insurance taxation, including ASC 740 considerations specific to insurance entities, as well as experience managing external advisors and internal stakeholder relationships across a complex, global organization. The ideal candidate will demonstrate strong leadership, communication, and organizational skills, with a proven ability to operate in a fast-paced, collaborative environment.
Responsibilities
- Lead and manage the U.S. insurance tax compliance function, including oversight of federal, state, and local corporate and partnership income tax returns, insurance premium tax filings, insurance excise tax returns, and related estimated payments.
- Supervise and review complex insurance-specific ASC 740 calculations for both U.S. GAAP and statutory financial reporting, including deferred tax asset admissibility under SSAP 101, DAC tax impacts, separate account treatment, and valuation allowance assessments.
- Develop and maintain strong relationships with key internal stakeholders across Tax, Finance, Controllership, Legal, and Business Units to ensure alignment of compliance activities with financial reporting and strategic goals.
- Coordinate closely with the insurance tax structuring and planning teams to ensure new transactions, reinsurance arrangements, and entity formations are properly reflected in tax filings and reporting.
- Oversee engagement with external service providers—including accounting firms, advisors, and consultants—ensuring high-quality deliverables, efficient project management, and appropriate use of resources.
- Monitor and analyze new tax legislation, regulatory changes, and administrative developments, evaluating their potential impact on the company’s insurance operations and implementing necessary adjustments.
- Manage insurance excise, state, and local tax issues, ensuring compliance with jurisdictional requirements and optimizing filing efficiency across multiple entities.
- Support audit defense and examination activities with federal, state, and local tax authorities, including coordination of information requests and preparation of supporting documentation.
- Drive continuous improvement and process optimization, including tax technology enhancements, workflow automation, documentation, and strengthened internal controls.
- Mentor and develop junior team members, fostering a collaborative, high-performing environment that promotes learning and accountability.
Qualifications
- Bachelor’s degree in Accounting, Finance, or related field; Master’s in Taxation and/or CPA designation strongly preferred.
- 15+ years of progressive tax experience, including significant experience in public accounting and/or insurance industry tax departments.
- Extensive knowledge of U.S. insurance company tax rules, including life and non-life taxation, reinsurance, and related filing requirements.
- Strong expertise in ASC 740, including insurance-specific issues such as deferred tax asset admissibility, SSAP 101 limitations, and statutory versus GAAP reconciliations.
- Working knowledge of insurance excise tax and multi-state insurance tax regimes, including premium, retaliatory, and franchise tax considerations.
- Proven ability to manage external advisors and large-scale compliance projects, ensuring efficiency, accuracy, and alignment with corporate objectives.
- Demonstrated success in building productive relationships with senior management, finance leadership, and cross-functional teams.
- Excellent communication, analytical, and organizational skills, with the ability to explain complex tax issues to both technical and non-technical audiences.
- Highly proactive, detail-oriented, and capable of managing multiple priorities in a dynamic environment.
This is the expected annual base salary range for this Boston-based position. Actual salaries may vary based on factors, such as skill, experience, and qualification for the role. Employees may be eligible for a discretionary bonus, based on factors such as individual and team performance.
Base Salary Range
$175,000—$240,000 USD
KKR is an equal opportunity employer. Individuals seeking employment are considered without regard to race, color, religion, national origin, age, sex, marital status, ancestry, physical or mental disability, veteran status, sexual orientation, or any other category protected by applicable law.
