Senior Manager/Director, Tax - Insurance

Overview

This role involves leading an insurance tax practice, managing a team of insurance tax professionals, and serving as a technical resource for insurance tax matters. Responsibilities include supporting client relationships, overseeing compliance for life, non-life, and captive insurance clients, and conducting tax research and special projects.

Responsibilities

• Manage a team of insurance tax professionals and support their professional and technical growth
• Support practice growth and manage client relationships
• Build new client relationships to increase practice revenue
• Serve as a technical resource for the practice on insurance tax matters
• Perform tax research and work with insurance clients on tax matters; plan and implement special projects
• Oversee compliance for life, non-life, and captive clients, including supervising preparation and technical review of federal and state corporate insurance income tax returns
• Assist with strategies for insurance-focused tax planning and regulatory compliance
• Stay current on, and educate others about, trends and developments within the insurance industry

Requirements

• Bachelor’s degree in Accounting, or related field, required
• Active CPA license required
• Previous Corporation Taxation & Insurance experience required
• At least 10+ years of experience in public accounting or corporate/public blend setting required
• Proven leadership skills in managing client service teams and multiple projects in a fast-paced, interactive team environment
• Exceptional client service and communication skills, with proven ability to develop and maintain outstanding client relationships

Compensation & Benefits

• Estimated base pay range: $142,000 to $192,000
• Offers are typically not made at the maximum; the actual salary at the time of offer depends on business-related factors including location, skills, experience, training/education, licensure, certifications, business needs, current associate pay, and relevant employment laws
• Annual discretionary bonus: individuals may be eligible, subject to participation rules and based on a variety of factors, including individual and firm performance

Benefits highlights include:

• 8 health plan options (HMO & PPO), plus dental and vision coverage
• Opportunity to enroll in HSA with potential firm contribution
• Employee Assistance Program
• Firm-sponsored basic life and short- and long-term disability coverage
• 401(k) savings plan & profit share, with firm matching contribution
• Well-being incentive
• Education & certification assistance
• Flexible time off
• Family care leave, parental leave, and family formation benefits
• Cell phone reimbursement and travel rewards

Voluntary benefit offerings include:

• Critical illness & accident insurance
• Hospital indemnity insurance
• Legal
• Long-term care
• Pet insurance
• ID theft protection
• Supplemental life/AD&D

Eligibility for benefits depends on annual hours expectation, position status/level, and location.

Location

Remote role (as indicated in the original posting).

Equal Opportunity & Accommodations

• Equal opportunity/affirmative action employer; all candidates will receive consideration for employment without regard to protected characteristics under federal, state, or local laws.
• Reasonable accommodations are available. If you require an accommodation to complete an application, interview, or participate in the recruiting process, request accommodations through the accommodations process referenced in the original posting.