Sr Tax Manager - Insurance / Premium Tax (Arch Insurance)

Overview

This role is for an Interim Remote Tax Manager supporting an insurance and financial services organization. The position owns premium tax and regulatory filing responsibilities end to end, and partners with statutory reporting, accounting, and finance leadership on GAAP and STAT tax provisions.

This is a hands-on, detail-driven role focused on insurance taxation, including premium tax, Schedule T, guaranty fund assessments, and state page reconciliations.

Responsibilities

Premium & Regulatory Tax

• Prepare, review, and file premium tax, municipal tax, assessment, guaranty fund, surcharge, and related regulatory returns across all licensed jurisdictions
• Manage the premium tax calendar and workflow, including assignments, due dates, estimated payments, extensions, and final filings to ensure on-time, accurate submission in every state
• Reconcile premium tax liabilities to the general ledger and to written/collected premium data; investigate and resolve variances
• Track guaranty fund assessments and related premium tax offsets/credits through recovery
• Monitor retaliatory tax calculations and state-by-state rate and rule changes

Statutory & GAAP Reporting

• Prepare quarterly and annual Schedule T and State Pages in support of the statutory annual statement
• Record tax accruals, journal entries, and account reconciliations on the quarterly close calendar
• Prepare GAAP (ASC 740) and STAT (SSAP 101) tax provisions, including current and deferred computations, admissibility testing, footnotes, and disclosures
• Support the statutory filing cycle in coordination with the financial reporting team

Income Tax & Compliance Support

• Build federal and state income tax return workpapers and supporting data for internal preparation or external provider review
• Support state apportionment, nexus analysis, and multi-entity/consolidated filing considerations
• Respond to tax audits, state notices, and regulatory information requests by gathering documentation, drafting responses, and tracking items to resolution
• Maintain process documentation, SOPs, and internal controls over the tax function; identify and implement automation and process improvements

Requirements

• Bachelor’s degree in Accounting, Finance, or related field; CPA or MST preferred
• 5–10 years of tax experience with meaningful exposure to the insurance or financial services industry (carrier, broker, agency, or public accounting insurance practice)
• Working knowledge of premium tax, municipal tax, surcharges, and guaranty fund assessments across multiple states
• Experience with statutory reporting concepts (Schedule T, State Pages, SSAP 101) and with ASC 740 GAAP provisions
• Strong general ledger, reconciliation, and close-cycle discipline
• Advanced Excel; experience with tax compliance and statutory reporting software (e.g., Premium Pro, TriTech, Wings, OneSource, Corptax, or similar) strongly preferred
• Ability to manage a high-volume, deadline-driven filing calendar with a high bar for accuracy
• Clear written communication, including drafting audit and notice responses submitted to regulators

Compensation & Benefits

Not specified in the provided job description.

Location

Remote (interim role).