KKR US | Tax Structuring, Assistant Vice President - Insurance

Responsibilities

• 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.
• 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.
• This position requires deep expertise in investment structuring and international tax.
• This position would benefit from strong technical knowledge of insurance and reinsurance tax rules.
• 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 for KKR’s insurance platform, Global Atlantic.
• Lead tax structuring analysis for insurance company investments across asset classes, ensuring structures are optimized for the insurance company investors.
• Advise on U.S. cross-border tax considerations, including withholding tax optimization, tax treaties, and foreign tax credit strategies and provide clear recommendations to investment deal teams.
• Partner with Deal Teams, Legal, Finance, and external advisors to structure new investments and resolve complex tax issues.
• Coordinate and oversee entity tax setup processes with external advisors.
• Support due diligence and post-acquisition integration for insurance platform investments.
• Provide comprehensive tax planning and structuring support for KKR's sponsored insurance vehicles.
• Lead the design and implementation of new sponsored vehicle structures, including evaluation of domicile selection, entity classification elections (e.g., Section 953(d)), and investor considerations.
• Manage ongoing tax planning and governance for existing sponsored vehicles, including monitoring for Permanent Establishment risk and BEAT risk and other US tax risks.
• Lead tax analysis around exit options and restructurings.
• Coordinate with external counsel and advisors on complex structuring matters, including rated feeder structures and other strategic initiatives.
• Advise on tax implications of reinsurance transactions and insurance structuring matters.
• Develop and maintain operating guidelines to manage tax risks, including permanent establishment exposure and BEAT considerations.
• Monitor insurance operations and investments to ensure compliance with operating guidelines, partner with legal and compliance team to provide advice to the business as needed.
• Coordinate periodic employee certifications and training, board training, and other governance activities related to operating guidelines compliance.
• Support broader strategic initiatives for the insurance platform as required.

Requirements

• Minimum of 7 years of relevant tax experience in a law firm, Big 4 accounting firm, insurance company, asset manager or financial services organization role, with strong experience in investment structuring and international tax.
• Strong analytical skills and attention to detail, with the ability to assess complex tax issues and propose practical commercially grounded solutions.
• Excellent communication and interpersonal skills, with the ability to effectively collaborate across diverse teams and stakeholders and exercise sound judgement.
• Proven ability to manage multiple priorities in a fast-paced environment and meet tight deadlines.
• Comfort using AI-powered tools to improve productivity and quality of work when applicable, with the ability to critically evaluate AI-generated outputs for accuracy and relevance.
• Actual salaries may vary based on factors, such as skill, experience, and qualification for the role.
• Experience in insurance/reinsurance is preferred.

KKR US

KKR US is an employer hiring in India (sector: BFSI / Investments / Insurance).

Its finance, accounts, audit and tax openings in India are mostly in Boston, New York and Dallas.

• Industry: BFSI / Investments / Insurance