Insurance Tax Manager, Financial Services

About the role

As a Tax Manager in our Insurance Tax Services department (National Insurance Tax Group), you will assist on large projects, requiring strong technical skills. Our tax insurance experts help clients plan effective captive insurance company solutions, considering ideal coverage, domiciles, and vendors. We determine the most appropriate single-parent, group, or protected-cell structure to optimize tax advantages and work with clients to ensure compliance and strategic tax planning.

Responsibilities

• Perform tax research and work with insurance clients on tax matters, including planning and implementing special projects.
• Oversee the compliance function for both life and non-life clients, including supervising the preparation and technical review of federal, state, and international 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, and increase shareholder value.
• Plan and structure captive insurance solutions, including selecting ideal coverage, domiciles, and vendors.
• Determine the most tax-advantageous structure (single-parent, group, or protected-cell) for clients.
• Mentor, train, and coach interns and staff.

Requirements

• Bachelor’s degree in Accounting (required).
• Previous Corporation Taxation experience (required).
• Insurance industry experience (required).
• At least 4 years of experience in public accounting or a corporate/public blend setting (required).
• Proven leadership skills in managing client service teams and multiple projects in a fast-paced environment.
• Exceptional client service and communication skills, with a track record of developing and maintaining client relationships.
• Active CPA license (required).

Work Arrangement

This role follows a hybrid work model for candidates located near a Crowe office. Candidates outside commuting distance may be considered for a remote work arrangement, subject to business needs.

Pay

The wage range for this role is $95,500.00 - $195,400.00 per year, taking into account factors such as skill sets, experience, training, licensure, certifications, and business needs.

Benefits

Crowe offers a comprehensive total rewards package, including support for work-life balance, well-being, and career growth in an inclusive culture that values diversity. Employees have access to a Career Coach for guidance on professional goals and aspirations.