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, determining ideal coverage, domiciles, and vendors. We work with clients to identify the most appropriate single-parent, group, or protected-cell structure for optimum tax advantages. You will handle compliance functions, including the preparation of federal, state, and international corporate insurance income tax returns.

Responsibilities

• Perform tax research and work with insurance clients on tax matters, 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 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, and increase shareholder value.
• Plan effective captive insurance company solutions, including ideal coverage, domiciles, and vendors.
• Determine the most appropriate single-parent, group, or protected-cell structure for optimum tax advantages.
• Mentor, train, and coach interns and staff.

Qualifications

• 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 proven ability to develop and maintain outstanding client relationships.
• Active CPA license (required).

Work Environment

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 $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:

• Exceptional people experience with a focus on work-life balance.
• Career growth and leadership opportunities in an inclusive culture.
• Consistent mentorship from a dedicated Career Coach.