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 work with tax and financial planning for commercial and mutual insurance companies, MGAs and MGUs, Insurtech companies, and captive solutions, covering ideal coverage, domiciles, nexus studies, and international strategies. This role oversees a dynamic, fast-paced team in a multi-national and multi-state environment, focusing on client relationships and practice growth.

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 increasing the revenue of the practice
• Serve as a technical resource for the practice with insurance tax matters
• Oversee GAAP and STAT tax provision processes
• Perform tax research and work with insurance clients on tax matters, as well as plan and implement 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 required (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

A reasonable estimate of the current range is $127,700.00 - $269,300.00 per year.

Benefits

At Crowe, we offer employees a comprehensive total rewards package, including opportunities for career growth and leadership in an inclusive culture that values diversity. You will have access to a Career Coach to guide you in your career goals and aspirations.