Company Overview

Prosperity Life Group is a high-growth insurance holding company led by a seasoned management team with significant experience in the insurance and asset management sectors. With over 100 years of tradition, Prosperity works with its distribution partners to provide financial security to individuals and their families through innovative, affordable annuities, life insurance and supplemental accident & health products. Headquartered in New York City, Prosperity has additional offices in Miami, Florida, Roanoke, Virginia, Austin Texas, and Bermuda.

Additional information on Prosperity can be found at https://www.prosperitylife.com/ 

In September 2025, Prosperity was acquired by JAB Holding Company. JAB Holding Company is rooted in a storied 200-year-old family business heritage, having started in European chemicals. Over the past 15 years, it has transformed itself into a holding company (JAB Holdings) that acts as long-term and evergreen investor with approximately $50 billion in AUM. JAB Holding Company owns and operates business platforms across the consumer and insurance industries. Today, this includes existing global platforms in coffee and beverages, restaurants, indulgence, beauty, pet care and pet insurance.

Additional information can be found at https://www.jabholco.com/

Opportunity

Prosperity is seeking a highly motivated Tax Manager to oversee Tax Department Staff, day-to-day operations, and to continue to grow through regular interaction with the AVP of Tax and Head of Tax.  The successful candidate must demonstrate critical thinking skills, attention to detail, and the ability to manage conflicting priorities in a fast-paced, growing environment.

 

Major Duties and Responsibilities include the following. Other duties may be assigned.

• Reviewing all quarterly and annual GAAP and STAT federal income tax provisions prepared by staff and coordinating deliverables with external service providers.
• Reviewing and approving all state/local monthly tax journal entries for premium taxes, withholding taxes, estimated taxes, and other tax payments; includes intercompany tax sharing.
• Ensuring financial reporting accuracy and monitoring close calendar, integrity of general ledger, annual tax elections, and analyzing results by reviewing reconciliations prepared by staff.
• Coordinating with staff and external service providers on the review of all federal and state income/franchise tax returns and installment tax calculations and ensuring timely remittance of all required tax filings and tax payments.
• Reviewing premium tax returns and remittance of premium tax installment payments prepared by the staff.
• Reviewing all federal and state policyholder withholding tax returns and the calculation and remittance of installment payments prepared by the staff.
• Reviewing business tax or occupational license tax requirements with all municipal jurisdictions; ensuring compliance with state licensure requirements and ensure all applicable fees are remitted timely by the Staff. 
• Maintaining the tax calendar to ensure compliance with the Company’s tax compliance and reporting filing and payment obligations.
• Conducting research on new tax laws, regulations, or technical tax concepts, and collaborating with other tax department members to prepare technical memorandums and present potential impacts and strategic opportunities for the Company.
• Coordinating and assisting FP&A Team with forecasted tax data and reviewing variances to plan.
• Providing guidance and support to junior staff and assisting in their professional development.
• Teaching internal trainings on a periodic basis related to federal income taxes.
• Assessing new investment opportunities with regard to tax implications and evaluating how they align with the Company’s operational and investment guidelines.
• Assisting the AVP, Tax and Head of Tax with special projects, as applicable.

 

Supervisory Responsibilities

 

This job directly supervises employees in the Tax Department.  Carries out supervisory responsibilities in accordance with the Company’s policies and applicable laws. Responsible for training employees; planning, assigning and reviewing work amongst the staff; appraising performance; rewarding and disciplining employees; addressing complaints and resolving issues.

Education and/or Experience and Skills

Candidate must have a strong background, preferably as Senior Associate or Manager level within an insurance company tax department or public accounting firm, with strong technical understanding of corporate and insurance tax laws.

A bachelor’s degree in accounting, finance, or related field is required; a master’s degree in accounting (MSA) or taxation (MST) is preferred. Candidates should have a minimum of 5-8 years of experience in tax accounting or related field. Public accounting experience and CPA license preferred. Experience with Oracle, FCCS, and Clearwater technology solutions is a plus. 

Effective communication and relationship building skills, both verbal and written, are essential for effective collaboration with internal and external business partners. The Candidate must demonstrate strong leadership, critical thinking, research, and analytical skills, along with the ability to manage multiple competing priorities successfully.

The role requires the capacity to explain complex technical concepts clearly and succinctly. High proficiency in Excel and other Microsoft Office applications is necessary. An entrepreneurial growth mindset and a keen desire to support others are highly valued attributes.

Travel Requirements

This is a remote opportunity. However, occasional travel is expected to one of our office locations 2-4 times per year.

Physical Demands

While performing the duties of this job, the employee is frequently required to sit. The employee is occasionally required to talk or hear. Specific vision abilities required by this job include close vision. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.