KEY RESPONSIBILITIES

1. Enterprise Tax Strategy & Shareholder Value Creation

• Develop and execute a comprehensive global tax strategy aligned with corporate growth initiatives, M&A activity, capital allocation priorities, and international expansion.

• Drive long-term shareholder value through proactive tax planning, liquidity optimization, and efficient cash management across the affiliated group.

• Lead tax-efficient capital deployment strategies, including intercompany funding, dividend planning, repatriation strategies, and legal entity structuring.

• Optimize the Company9s global effective tax rate within regulatory, reputational, and governance standards.

• Provide tax modeling and scenario analysis supporting enterprise forecasting and strategic planning.

2. Financial Reporting & Regulatory Reporting

• Oversee global income tax accounting under U.S. GAAP, including ASC 740 tax provision, uncertain tax positions, valuation allowances, and effective tax rate reconciliation.

• Direct preparation of tax disclosures for SEC filings, including Forms 10-K and 10-Q.

• Oversee preparation of stand-alone tax provisions for separately audited subsidiaries and regulated enterprises, including insurance and banking entities.

• Ensure accurate and timely regulatory and statutory tax reporting to:

• State Departments of Insurance

• The Federal Reserve Bank and related banking regulators

• Direct preparation and review of premium tax returns and related filings with State Departments of Insurance.

• Oversee statutory tax reporting consistent with SAP requirements.

• Support regulatory examinations and tax-related inquiries from state insurance regulators.

• Oversee tax compliance and planning for banking entities subject to Federal Reserve and other banking regulatory oversight.

• Provide periodic updates to the Audit Committee regarding tax exposures, regulatory developments, and audit activity.

3. Global Tax Compliance & Indirect Tax Oversight

• Direct all federal, state, local, and international tax compliance activities.

• Oversee transfer pricing policies and documentation consistent with OECD guidelines and BEPS initiatives.

• Lead global tax controversy management, including audits, appeals, and dispute resolution.

• Lead tax planning related to technology-enabled services, data licensing, SaaS arrangements, and intellectual property.

• Oversee nexus determinations and multistate income and indirect tax exposure arising from digital and interstate activities.

• Oversee sales and use tax administration, including multistate compliance, nexus monitoring, audit defense, and systems integration to ensure accurate collection and remittance.

• Ensure compliance with indirect, property, payroll, and specialty taxes across jurisdictions.

4. Legislative & Regulatory Monitoring

• Monitor U.S. and international tax legislative developments, including global minimum tax frameworks, insurance-specific tax rules, and banking regulatory developments.

• Assess and communicate the financial and operational impact of tax law changes to executive leadership and the Board.

• Lead implementation of new tax regulations and reporting requirements enterprise-wide.

5. Risk Management & Governance

• Integrate tax risk assessment into the Company9s enterprise risk management framework.

• Establish and maintain tax governance policies appropriate for a publicly traded, regulated financial services organization.

• Oversee SOX compliance within the tax function, including documentation, testing, and remediation.

• Maintain strong internal controls over tax reporting in compliance with SOX requirements and other control regimes.

• Ensure audit-ready processes for financial, statutory, and regulatory examinations.

6. Mergers, Acquisitions & Capital Markets

• Lead tax due diligence and structuring for acquisitions, divestitures, and joint ventures across all segments.

• Structure transactions to maximize after-tax value while maintaining regulatory compliance.

• Support treasury initiatives, debt offerings, and capital structure planning from a tax perspective.

• Evaluate tax implications of legal entity reorganizations and cross-border restructurings.

7. Cash Tax Management & Planning

• Monitor and forecast cash tax obligations across the affiliated group.

• Calculate and communicate the cash tax rate for the group and individual business segments.

• Support efficient cash deployment strategies through tax planning, intercompany settlements, and timing strategies.

• Assist in evaluating the tax implications of capital allocation, dividend planning, and legal entity structuring initiatives.

8. Technology & Transformation

• Lead digital transformation within the tax function, including automation of compliance processes, integration with ERP systems, and deployment of tax data analytics tools.

• Enhance transparency, data governance, and reporting accuracy across regulated entities.

• Ensure scalability of tax systems to support regulatory and global expansion demands.

9. Leadership & Organizational Development

• Build and lead a high-performing, technically sophisticated tax organization supporting a diversified financial services enterprise.

• Develop succession planning and talent management strategies within the tax function.

• Manage relationships with external auditors, Big Four firms, actuarial advisors (as relevant to insurance entities), and specialty tax consultants.

• Foster a culture of integrity, accountability, collaboration, and continuous improvement.

QUALIFICATIONS

• CPA required.

• Bachelor9s degree in Accounting, Finance, or related field

• Advanced degree in Taxation or Law (JD/LL.M.) preferred.

• 15+ years of progressive tax leadership experience, including senior-level experience in a publicly traded, multinational, and regulated financial services organization.

• Deep expertise in:

• U.S. federal and state taxation

• Insurance and banking tax regimes

• ASC 740 and statutory accounting principles (SAP)

• Premium tax compliance

• Regulatory reporting frameworks

• Transfer pricing and global structuring

• Demonstrated experience interacting with regulators, external auditors, and Board-level committees.

• Proven ability to drive cash tax optimization and capital efficiency strategies.

KEY COMPETENCIES

• Enterprise strategic leadership

• Regulatory and statutory reporting expertise

• Capital efficiency and liquidity optimization

• Executive communication and Board engagement

• Risk management and governance

• Global and multijurisdictional expertise

• Operational and technology transformation leadership</p>