Description:

What You'll Do
We're seeking a talented and motivated Tax Attorney with 5+ years of experience, including interest and experience in international tax matters, to join our legal team. This role will provide strategic tax advice impacting asset management, insurance, and related financial services businesses, support cross‑border business transactions, and ensure compliance with complex U.S. and international tax laws.

The ideal candidate has a strong technical tax background, excellent judgment, and the ability to work collaboratively with cross-functional teams, including finance, legal, and business units.

Key Responsibilities:
  • Advise on U.S. federal income tax matters, with an emphasis on international tax, including transfer pricing, Subpart F, NCTI, BEAT, foreign tax credits, tax treaty interpretation, and global structuring.
  • Support international business operations, cross-border transactions, and foreign subsidiary governance, including advising on uncertain tax positions and legal interpretations.
  • Identify tax risks and develop practical mitigation strategies consistent with internal governance.
  • Review and analyze tax implications of corporate transactions and intercompany agreements.
  • Collaborate with outside counsel, auditors, and internal stakeholders aligning with business strategy, corporate treasury, and capital management on tax planning, reporting, and compliance.
  • Monitor changes in U.S. and global tax laws including OECD Pillar 2 and advise on their impact on the company.
  • Review, negotiate, and draft tax-related provisions in contracts and other legal documents.
  • Assist with tax controversy matters, including audits, inquiries, and information requests.
  • Partner with finance, accounting, actuarial, and compliance teams on global tax policy development, tax risk management, reporting obligations, and internal controls.

Operating at the intersection of financial services and technology, Principal builds financial tools that help our customers live better lives. We take pride in being a purpose-led firm, motivated by our mission to make financial security accessible to all. Our mission, integrity, and customer focus have made us a trusted leader for more than 140 years!

Who You Are:
  • J.D. from an accredited law school.
  • Admission to at least one U.S. state bar.
  • Team‑oriented with a business‑minded approach to problem-solving.
  • High standards of ethics and professionalism.
  • 5+ years of legal and tax experience, preferably in a law firm, accounting firm, multinational corporation, or government roles with a background in asset management, insurance, or the broader financial services industry.
  • Strong knowledge, experience, and/or interest in U.S. international tax rules and cross-border structuring.
  • Excellent analytical, communication, and drafting skills.
  • Willingness to learn and work across a range of tax issues as business needs evolve.
  • Ability to manage multiple priorities in a fast-paced environment.
  • Note: A Tax LL.M. and/or an accounting degree is not required for this role. Candidates with diverse tax practice backgrounds are encouraged to apply.

Why Join Us?

  • Opportunity to work closely with senior leadership on strategic international business initiatives.
  • Collaborative, supportive legal team environment.
  • Competitive compensation and benefits package.
  • Professional growth and development opportunities.

Salary Range Information

Salary ranges below reflect targeted base salaries. Non-sales positions have the opportunity to participate in a bonus program. Sales positions are eligible for sales incentives, and in some instances a bonus plan, whereby total compensation may far exceed base salary depending on individual performance. Actual compensation for all roles will be based upon geographic location, work experience, education, licensure requirements and/or skill level and will be finalized at the time of offer.

Salary Range (Non-Exempt expressed as hourly; Exempt expressed as yearly)
$141000 - $213000 / year