Senior Manager/Director, Tax - Insurance

Overview

This role involves managing a team of insurance tax professionals, supporting their professional and technical growth, and contributing to the expansion of the insurance tax practice. The position requires strong leadership, client relationship management, and technical expertise in insurance tax matters.

Responsibilities

• Manage and develop a team of insurance tax professionals
• Assist in growing the insurance tax practice and managing client relationships
• Build new client relationships to increase practice revenue
• Serve as a technical resource on insurance tax matters
• Conduct tax research and collaborate with insurance clients on tax issues and special projects
• Oversee compliance for life, non-life, and captive insurance clients, including supervising preparation and technical review of federal and state corporate insurance income tax returns
• Assist with insurance-focused tax planning strategies and regulatory compliance
• Stay informed about trends and developments within the insurance industry and educate others

Requirements

• Bachelor's degree in Accounting or a related field
• Active CPA license
• Minimum of 10 years of experience in public accounting or a corporate/public blend setting
• Previous experience in Corporation Taxation and Insurance
• Proven leadership skills managing client service teams and multiple projects in a fast-paced environment
• Exceptional client service and communication skills with a demonstrated ability to develop and maintain strong client relationships

Compensation & Benefits

• Estimated base salary range: $142,000 to $192,000 (offers typically below maximum to allow for future increases)
• Eligibility for an annual discretionary bonus based on individual and firm performance
• Comprehensive benefits including multiple health plan options (HMO & PPO), dental and vision coverage, HSA with potential employer contribution, Employee Assistance Program
• Firm-sponsored basic life, short-term and long-term disability coverage
• 401(k) savings plan with profit sharing and employer matching contributions
• Well-being incentives, education and certification assistance
• Flexible time off, family care leave, parental leave, and family formation benefits
• Additional voluntary benefits such as critical illness and accident insurance, hospital indemnity, legal coverage, long-term care, pet insurance, ID theft protection, and supplemental life/AD&D
• Benefit eligibility depends on annual hours, position status/level, and location

Equal Opportunity

The employer is an equal opportunity/affirmative action organization. All candidates will be considered without regard to race, creed, color, religion, national origin, sex, age, marital status, sexual orientation, gender identity, veteran status, disability, or any other protected characteristic under federal, state, or local laws.

Reasonable accommodations are available for applicants with disabilities during the application and recruitment process upon request.

Location

Not specified.