Assistant Director, State and Local Tax

Who We Are

At Corebridge Financial, we believe action is everything. That’s why every day we partner with financial professionals and institutions to make it possible for more people to take action in their financial lives, for today and tomorrow.

We align to a set of Values that are the core pillars that define our culture and help bring our brand purpose to life:

• We are stronger as one: We collaborate across the enterprise, scale what works and act   decisively for our customers and partners.
• We deliver on commitments: We are accountable, empower each other and go above and beyond for our stakeholders.
• We learn, improve and innovate: We get better each day by challenging the status quo and equipping ourselves for the future.
• We are inclusive: We embrace different perspectives, enabling our colleagues to make an impact and bring their whole selves to work.

About the role

The Assistant Director, State & Local Tax is responsible for overseeing the company’s state and local tax compliance and reporting across multiple tax types, including income/franchise taxes, insurance premium taxes, and indirect taxes. This role manages the preparation and review of tax filings, supports quarterly and annual tax provision processes, and ensures timely and accurate estimated tax payments and accruals. The position partners with internal stakeholders and external advisors to monitor state tax development, manage risk, and support the organization’s broader tax strategy while managing internal team members.

Responsibilities

• Premium Tax Accruals: Perform monthly review of premium tax accruals and approve monthly journal entries.
• Premium Tax Returns and estimates: Coordinate the transfer of premium information to outside provider; Review annual premium tax returns and return to provision calculations, journal entries and approve payments.
• Respond to state tax audits: Analyze, and submit requested audit information, and interface with state tax auditors. Coordinate with business units and outside provider to implement changes noted in the audit.
• Income Taxes
• Quarterly estimated state income tax and state extensions: Provide necessary information to outside provider, review and approved state tax payments.
• State Tax Packages: Coordinate state tax package preparation by business unit/tax leads and submission to outside provider.
• State Tax Returns: Review state income tax returns and work with outside provider to ensure timely filing.
• State Tax Provision: For year-end summarize net operating loss roll forward and assist with the current and deferred state tax calculations for separate and unitary states. Obtain the return to provision data from outside provider for inclusion in the year-end provision.
• State Tax Audits: Assist outside provider with the requests and approve payments.
• Indirect Taxes
• Sales and Use: Review calculations by outside provider and approved payments.
• Property Taxes: Coordinate submission of data to outside provider, review and approve payments.
• Other
• Interface with Legal and other areas: Respond to and assist with Legal with entity dissolutions, annual reports, entity tax filing inquiries, etc.
• Analyze State Tax Legislation

Skills and Qualifications

• Must have insurance or Big 4 (or close to it) experience required.
• Strong technical knowledge of state income and premium taxes
• Experience with state tax provision and reporting under ASC740, including quarter and annual provisions, accruals, and effective tax rate considerations
• Proven ability to manage multi-state compliance processes, including estimated tax payments, return review and effectively responding to state tax authority examinations
• Ability to communicate complex state matters to internal stakeholders
• Bachelor’s degree in Accounting, Finance, or related field; CPA or other designation preferred, 10+ years of relevant experience.

Compensation

The anticipated salary range for this position is $124,000 - $199,000 at the commencement of employment.  Not all candidates will be eligible for the upper end of the salary range. The actual compensation offered will ultimately be dependent on multiple factors, which may include the candidate’s geographic location, skills, experience and other qualifications.

In addition, the position is eligible for a discretionary bonus in accordance with the terms of the applicable incentive plan.

Work Location

If the position is based in one of Corebridge Financials' hub offices which are Houston, TX, Jersey City, NJ. or Woodland Hills, CA office the role is subject to our hybrid working policy, which gives colleagues the benefits of working both in an office and remotely. However, we are open to considering full remote candidates outside of these areas.

#LI-SB1  #LI-SAFG #LI-Remote

Why Corebridge?

At Corebridge Financial, we prioritize the health, well-being, and work-life balance of our employees. Our comprehensive benefits and wellness program is designed to support employees both personally and professionally, ensuring that they have the resources and flexibility needed to thrive.

Benefit Offerings Include:

• Health and Wellness: We offer a range of medical, dental and vision insurance plans, as well as mental health support and wellness initiatives to promote overall well-being.
• Retirement Savings: We offer retirement benefits options, which vary by location.  In the U.S., our competitive 401(k) Plan offers a generous dollar-for-dollar Company matching contribution of up to 6% of eligible pay and a Company contribution equal to 3% of eligible pay (subject to annual IRS limits and Plan terms). These Company contributions vest immediately.
• Employee Assistance Program: Confidential counseling services and resources are available to all employees.
• Matching charitable donations: Corebridge matches donations to tax-exempt organizations 1:1, up to $5,000.
• Volunteer Time Off: Employees may use up to 16 volunteer hours annually to support activities that enhance and serve communities where employees live and work.
• Paid Time Off: Eligible employees start off with at least 24 Paid Time Off (PTO) days so they can take time off for themselves and their families when they need it.

Eligibility for and participation in employer-sponsored benefit plans and Company programs will be subject to applicable law, governing Plan document(s) and Company policy.

We are an Equal Opportunity Employer

Corebridge Financial, is committed to being an equal opportunity employer and we comply with all applicable federal, state, and local fair employment laws. All applicants will be considered for employment based on job-related qualifications and without regard to race, color, religion, sex, gender, gender identity or expression, sexual orientation, national origin, disability, neurodivergence, age, veteran status, or any other protected characteristic. The Company is also committed to compliance with all fair employment practices regarding citizenship and immigration status. At Corebridge Financial, we believe that diversity and inclusion are critical to building a creative workplace that leads to innovation, growth, and profitability. Through a wide variety of programs and initiatives, we invest in each employee, seeking to ensure that our colleagues are respected as individuals and valued for their unique perspectives.

Corebridge Financial is committed to working with and providing reasonable accommodations to job applicants and employees, including any accommodations needed on the basis of physical or mental disabilities or sincerely held religious beliefs.  If you believe you need a reasonable accommodation in order to search for a job opening or to complete any part of the application or hiring process, please send an email to TalentandInclusion@corebridgefinancial.com.  Reasonable accommodations will be determined on a case-by-case basis, in accordance with applicable federal, state, and local law.

We will consider for employment qualified applicants with criminal histories, consistent with applicable law.

To learn more please visit: www.corebridgefinancial.com

Functional Area:

FA - Finance

Estimated Travel Percentage (%): Up to 25%

Relocation Provided: No

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