Job Details

Senior Tax Attorney

Company name

Organization Type

In-House

Job Type

Attorney

Date Last Verified

Oct 05, 2021

Valid Through

Jan 18, 2022

Posted on

Jun 01, 2021

Years of Experience

7-10 yrs required

Location

Philadelphia, PA, United States

Employment Type

Full-time

Industry

Legal
Practice Area
Tax >> Tax - General
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Profile

Senior Tax Attorney
The candidate will partner with colleagues from all teams to provide expert tax advice enabling Lombard to meet the requirements of applicable US tax law and regulations and supporting Lombard’s efforts to achieve its commercial goals. Demonstrate deep working knowledge of US tax law and regulations relevant to Lombard, an issuer of variable life insurance, variable annuity and group variable annuity products. Participate in the design and development of new products supporting Lombard’s core business of issuing variable insurance and annuity products. Assist Lombard’s Sales and Marketing teams by serving as the tax subject matter expert supporting the development of marketing materials and presentations for Lombard’s products. Support our Compliance team by providing technical guidance on US tax issues relevant to the review of marketing materials and product presentations and the development of compliance policies and programs. Support members of the Investment team and other members of the Legal team in the negotiation of complex agreements necessary to implement new product and investment advisory relationships with third-party asset management organizations. Provide general counseling for internal clients from the Sales, Marketing, Investments and Legal teams on the impact of US tax laws on non-US owners of Lombard’s products. Work with tax professionals representing prospective policy owners and/or asset management organizations with which Lombard will look to partner to introduce tax concepts unique to variable life insurance and annuity products and respond to issues of interest to those parties. Periodically counsel Lombard’s related third-party administration business on matters arising out of the administration of corporate-owned life insurance and bank-owned life insurance policies. Support colleagues in our Bermuda and Asia affiliated insurance businesses on the impact of US tax laws on their operations. Monitor legislative and regulatory developments involving taxing authorities in areas of relevance to Lombard and its products. Perform research on relevant tax issues and draft memoranda or issue summaries on important changes in the law and regulations. Demonstrated knowledge of tax issues related to taxation of insurance companies, and in particular variable insurance and annuity products. Experience in other tax areas related to business, particularly partnership taxation, qualified and nonqualified deferred compensation, and employee benefit taxation not necessary but would be a plus. Must have the ability to prioritize and competently manage multiple concurrent projects and transactions. Strong personal accountability, follow-up, and initiative. Excellent communication skills (oral, written and presentation). Creative problem-solving ability and the ability to balance business and legal needs. Strong interpersonal and collaboration skills. High attention to detail. Experienced user of standard office software. Juris Doctor degree from an ABA-accredited law school. LL.M. in taxation a plus. Admitted to the Bar of the Commonwealth of Pennsylvania or eligible to obtain a Pennsylvania Limited In-House Corporate Counsel License. Minimum of 7-10 years of relevant experience in a law firm and/or an in-house law department.

Company info

Hiring Coordinator
Lombard International Assurance S.A.
1650 Market Street
54th Floor
Philadelphia, PA 19103

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