Manager, Financial Services Tax (Insurance)

Qualifications

• CPA, JD (with bachelor’s and master’s degrees in accounting or tax, preferred), or LLM
• At least 5 years of relevant experience in corporate or insurance taxation within a Big 4, Big Law, or similar professional services environment
• Broad understanding of tax consulting, compliance, and financial reporting within insurance or the corporate financial services industries
• Solid knowledge of the taxation of insurance companies under Subchapter L of the Internal Revenue Code
• Experience supporting or managing insurance tax compliance engagements, including familiarity with Forms 1120-PC and/or 1120-L
• Exposure to tax provision and financial reporting, including ASC 740 (U.S. GAAP) and/or SSAP 101 (statutory reporting)
• Familiarity with tax compliance systems and ability to manage or coordinate workflows through technology-enabled processes
• Strong project management skills, with the ability to manage multiple engagements and competing priorities effectively
• Demonstrated ability to build relationships with clients and internal stakeholders
• Self-starter with a flexible, entrepreneurial mindset and the ability to operate effectively in a dynamic, evolving environment

Requirements

• Must be able to work in the United States without sponsorship for employment-based visas (e.g., H1-B)

Skills

• Subchapter L technical research
• Tax planning strategies tailored to insurance companies
• Tax compliance engagements, including Forms 1120-PC and/or 1120-L
• Tax provision engagements under ASC 740 and SSAP 101
• Insurance-specific adjustments
• Client relationship building and management
• Proposal preparation and business development
• Internal coordination and support

Benefits

The salary range is $145,000 - $185,000 annually, dependent on several variables including but not limited to education, experience, skills, and geography. In addition, A&M offers a discretionary bonus program which is based on a number of factors, including individual and firm performance. Please ask your recruiter for details.

Pay

The salary range is $145,000 - $185,000 annually, dependent on several variables including but not limited to education, experience, skills, and geography.

Schedule

Regular employees working 30 or more hours per week are also entitled to participate in Alvarez & Marsal Holdings’ fringe benefits consisting of healthcare plans, flexible spending and savings accounts, life, AD&D, and disability coverages at rates determined periodically as well as a 401(k) retirement savings plan. Provided the eligibility requirements are met, employees will also receive an annual discretionary contribution to their 401(k) retirement savings plan from Alvarez & Marsal. Additionally, employees are eligible for paid time off including vacation, personal days, seventy-two (72) hours of sick time (prorated for part time employees), ten federal holidays, one floating holiday, and parental leave.