AVP & Counsel

Overview

A leading organization in the Finance & Insurance sector is seeking an AVP & Counsel to provide business-aligned legal guidance focused on governance, compliance, and operational risk management. This role involves partnering with leaders, compliance stakeholders, and cross-functional teams to translate complex legal and regulatory issues into practical recommendations. The position supports responsible execution, improved decision-making, and sustainable growth within a regulated financial services environment.

Location: Remote (U.S. based candidates only, no visa sponsorship available)

Compensation: $156,700 – $290,900 annually

Responsibilities

• Advise on tax compliance related to life insurance, annuity, and long-term care products
• Interpret federal and state income tax laws for product tax qualification
• Draft and review documentation containing tax-related content and disclosures
• Support insurance product filings with regulatory authorities
• Monitor tax-related legislative and judicial developments affecting insurance products
• Assist with IRS audits and private letter ruling requests concerning insurance products
• Provide guidance on federal and state tax withholding and reporting requirements

Requirements

• Juris Doctor (JD) degree from an accredited law school
• Member in good standing of at least one U.S. state bar
• Minimum of 5 years of legal experience in tax law, preferably related to life insurance products
• Strong knowledge of U.S. federal income tax laws
• Familiarity with IRS guidance, court decisions, and insurance company practices regarding taxation of insurance products
• Experience working in a law firm or insurance company environment
• Excellent research, drafting, and communication skills

Preferred Skills and Experience

• Knowledge of Forms W-8BEN, W-8BEN-E, and W-8IMY compliance
• Experience with tax compliance software such as Thomson Reuters ONESOURCE or Wolters Kluwer CCH
• Familiarity with regulatory compliance management tools for monitoring regulatory changes and supporting product filings
• Proficiency with document management systems (e.g., SharePoint) for drafting and reviewing policy forms and marketing materials

Benefits

• Customizable health, dental, mental health, vision, and disability insurance plans
• Generous paid time off including 11 holidays, 3 personal days, and up to 150 hours of vacation
• Access to various retirement savings plans and financial education resources
• Well-being and inclusion programs to support employee needs

The employer is an equal opportunity organization and encourages applications from candidates who may not meet every qualification but whose backgrounds could contribute to the team.