Tax Manager - Insurance Tax

About the role

Work You'll Do
As a Tax Manager in our Business Tax Services Insurance group, you'll provide federal tax consulting and compliance services to a diverse portfolio of insurance clients. You'll build trusted client relationships, lead complex engagements, and collaborate with specialists across international, state, transfer pricing, investment tax, and M&A.

• Oversee engagement workflow, resources, billing, and team development
• Help identify tax strategies and planning opportunities through technology-enabled solutions

Qualifications

• Bachelor's degree in accounting, finance, or related field
• 5+ years' experience in federal taxation
• One of the following active accreditations obtained:
• Licensed CPA in state of practice/primary office if eligible to sit for the CPA
• Licensed attorney
• Enrolled Agent
• Chartered Financial Advisor (CFA)
• Certified Financial Planner (CFP)

• Experience managing and developing both client service relationships and engagement teams, local and remote
• Proficient in using tax code and regulations
• Strong knowledge of Generally Accepted Accounting Principles (GAAP), Statements of Statutory Accounting Principles (SSAP), and related pronouncements such as ASC 740 and SSAP 101
• Tech-savvy, able to simplify complex tax issues for all organizational levels
• Able to work in a hybrid work model requiring US Tax professionals to co-locate 2-3 days per week
• Ability to travel up to 25% based on work needs and client/industry sectors

Preferred

• Advanced degree such as Masters of Tax, JD, and/or LLM
• Previous Big 4 or large CPA firm experience
• Experience in the Insurance Industry
• Proficiency with SSAP 101