Insurance Senior Tax Manager, Financial Services

About the role

As a Senior Tax Manager in our National Insurance Tax Group, you will assist with the management of our practice, maintain and build client relationships, mentor a team of insurance professionals, and help grow the practice from a technical and revenue standpoint. You will also assist on large projects, requiring strong technical skills. Our tax insurance experts help with tax and financial planning for commercial and mutual insurance companies, MGAs and MGUs, Insurtech companies, and captive solutions, including ideal coverage, domiciles, nexus studies, and international strategies. You'll oversee a dynamic, fast-paced team in a multi-national and multi-state environment while managing client relationships and growing the practice.

Responsibilities

• Manage a team of insurance tax professionals and help them grow both professionally and technically.
• Assist with growing the practice and managing client relationships.
• Build new relationships leading to increased revenue for the practice.
• Serve as a technical resource for the practice on insurance tax matters.
• Oversee GAAP and STAT tax provision processes.
• Perform tax research and work with insurance clients on tax matters, including planning and implementing special projects.
• Responsible for the compliance function on both life and non-life clients, including supervising the preparation and technical review of federal and state corporate insurance income tax returns.
• Assist with strategies for insurance-focused tax planning and regulatory compliance.
• Identify opportunities to create additional cash flow, reduce effective tax rates, build surplus, and increase shareholder value.
• Mentor, train, and coach managers, seniors, and staff.

Qualifications

• Bachelor's degree in Accounting required.
• Active CPA license required.
• Insurance and Corporation Taxation experience required.
• At least 7 years of experience in public accounting or a corporate/public blend setting (larger firm experience preferred).
• Proven leadership skills in managing client service teams and multiple projects in a fast-paced and interactive team environment.
• Exceptional client service and communication skills with a proven ability to develop and maintain outstanding client relationships.

Schedule

This role follows a hybrid work model for candidates located near a Crowe office. Candidates who are not within commuting distance of a Crowe office may be considered for a remote work arrangement, subject to business needs.

Pay

The wage range for this role is $127,700.00 - $269,300.00 per year, taking into account factors such as skill sets, experience, training, licensure, certifications, and business needs.

Benefits

At Crowe, we offer a comprehensive total rewards package that includes exceptional people experiences, career growth opportunities, and an inclusive culture that values diversity. Employees have consistent access to a Career Coach to guide their professional goals and aspirations.