Role Description
The Director of Client Accounting-Tax Services will provide leadership for client accounting functions supporting Life, Absence, Disability, and VB product lines. This role requires collaboration with various teams to ensure alignment and seamless delivery of accounting services.
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Familiarity with absence and leave programs (FMLA, state leaves, employer policies) and how they influence premium and eligibility management.
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Strong knowledge of GAAP premium accounting, cash application, account reconciliation, and financial adjustments.
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Ability to manage complex account structures, retroactive billing, premium corrections, and detailed client-level financial records.
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Proficiency with tools such as Excel (advanced), Power BI, Tableau, or similar financial/data platforms.
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Strong ability to interpret data to monitor account health, identify issues, and support client or broker conversations.
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Strong presentation, written, and verbal communication skills for a client-facing financial environment.
Qualifications
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Bachelor's Degree in Accounting, Finance, or a job-related field.
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10+ years of job-related experience with 5+ years of management experience.
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Knowledge of group insurance financial structures including, but not limited to, premium administration, claims funding arrangements, product-specific billing requirements, and dividend accounting.
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Or an equivalent combination of education and experience.
Requirements
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Master's Degree in a job-related field (preferred).
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Certification in a job-related field (preferred).
Principal Duties & Responsibilities
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Provides leadership for client accounting functions supporting Life, Absence, Disability, and VB product lines.
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Partners closely with operations, product, finance, tax, and sales teams to ensure alignment and seamless delivery of accounting services.
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Leads initiatives to enhance financial accuracy, streamline procedures, and improve client outcomes across multifaceted product portfolios.
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Oversees end-to-end client accounting processes including billing, premium collection, remittance, and reconciliation.
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Ensures compliance with internal controls, accounting standards, product-specific regulatory requirements, and applicable tax rules.
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Strengthens accounting controls to reduce risk, enhance audit readiness, and ensure accuracy across all product lines.
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Maintains strong internal controls over client billing, cash handling, and revenue recognition processes.
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Prepares or oversees reporting packages, including client financial summaries, performance metrics, and audit documentation.
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Supports sales and leadership by providing financial insights for client renewals, pricing, and revenue forecasting.
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Works with key stakeholders in Product, Actuary, and Distribution to develop and deploy alternate funding arrangements for applicable Aflac product offerings.
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Collaborates with IT/Systems teams to enhance financial system capabilities, reporting tools, and automation.
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Supports internal audits, SOC controls, compliance reviews, and regulatory documentation.
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Serves as the senior financial partner for key or complex clients; leads resolution of escalated financial issues with professionalism, transparency, and urgency.
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Participates in client meetings to review billing performance, resolve issues, and discuss financial trends.
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Represents client accounting in cross-functional steering committees and business reviews.
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Enhances decision-making through data-driven insights and operational best practices.
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Contributes financial service expertise to industry-leading value proposition as a preferred leave administrator for existing and prospective state clients.
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Performs other duties as required.
Benefits
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Medical, dental, and vision coverage.
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Prescription drug coverage.
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Health care flexible spending and dependent care flexible spending.
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Aflac supplemental policies (Accident, Cancer, Critical Illness, and Hospital Indemnity offered at no cost to employee).
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401(k) plans.
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Annual bonuses and an opportunity to purchase company stock.
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11 paid holidays and up to 20 days PTO to be used for any reason.
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State-mandated sick leave (Washington employees accrue 1-hour sick leave for every 40 hours worked).
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Compliance with all applicable leave laws, including sick and safe leave, and adoption and parental leave.