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

• Manage the execution of insurance tax consulting engagements, including Subchapter L technical research, issue identification, and development of practical tax solutions
• Support the development and documentation of tax planning strategies tailored to insurance companies
• Lead and review tax compliance engagements, including Forms 1120-PC and/or 1120-L, and tax provision engagements under ASC 740 and SSAP 101, with a focus on insurance-specific adjustments
• Mentor and develop senior and staff-level team members, providing guidance, feedback, and on-the-job training
• Own the day-to-day management of client engagements, including deliverables, timelines, budgets, billing, and collections
• Proactively identify and manage engagement risks, including handling escalations and sensitive client matters with professionalism
• Build and maintain strong client relationships, developing an understanding of their business and working to become their trusted advisor
• Coordinate across internal teams and subject matter experts to deliver integrated, high-quality client solutions

Skills

Strong analytical and problem-solving skills.

Excellent communication and interpersonal skills.

Ability to work independently and as part of a team.

Proficiency in Microsoft Office Suite and other relevant software tools.

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.

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.

The amount of vacation and personal days available varies based on tenure and role type.

Click here for more information regarding A&M’s benefits programs.