Tax Manager - Insurance

Responsibilities

Supervise and mentor insurance tax team members, supporting their professional and technical development.

Aid in managing client relationships and supporting business development efforts.

Contribute to building new client relationships and supporting practice growth.

Contribute to technical resources for insurance tax matters, with guidance from senior leaders.

Conduct tax research and collaborate with insurance clients on tax matters; assist with special projects as assigned.

Oversee compliance for life, non-life, and captive insurance clients, including supervising preparation and review of federal and state corporate insurance income tax returns.

Support strategies for insurance-focused tax planning and regulatory compliance.

Stay current on trends and developments within the insurance industry and share knowledge with the team.

Qualifications

• Bachelor’s degree in Accounting or related field required.
• Active CPA license required.
• Prior experience in Corporation Taxation & Insurance required.
• Requires 5+ years of experience, ideally in public accounting.
• Demonstrated ability to supervise staff and manage multiple projects in a team environment.
• Strong client service and communication skills, with ability to build and maintain client relationships.