Tax Director - Insurance Specialty

Overview

This role is part of the Specialty Services team and provides strategic tax leadership for insurance clients while overseeing complex compliance, provision, and advisory engagements. The position is a strong fit for an experienced tax professional who enjoys serving as a trusted advisor, developing high-performing teams, building client relationships, and contributing to the growth of a national accounting and advisory firm.

Responsibilities

• Lead and oversee complex tax engagements to ensure high-quality client service and technical excellence
• Serve as a trusted advisor to clients on tax planning, compliance, and consulting matters
• Review tax returns, tax provisions, and other key deliverables for accuracy and compliance
• Manage and strengthen client relationships while identifying opportunities to expand services
• Provide technical guidance, coaching, and mentorship to Managers, Seniors, and Staff
• Oversee engagement budgets, staffing, timelines, and overall project execution
• Lead complex insurance tax and Outbound International Tax (OIT) matters, including cross-border planning and compliance
• Partner with firm leadership on practice growth, business development, and strategic initiatives
• Stay current on tax legislation and industry developments and communicate impacts to clients and internal teams

Requirements

• Bachelor’s degree in Accounting, Taxation, or related field
• Active CPA license required
• 8+ years of progressive public accounting tax experience
• Strong technical expertise in corporate taxation, including federal and state compliance, tax planning, and consulting
• ASC 740 tax provision experience required
• Proven ability to lead client engagements, develop teams, and manage key client relationships
• Strong analytical, project management, and communication skills
• Ability to identify tax planning opportunities and contribute to practice growth

Preferred Qualifications

• SSAP 101 experience
• Insurance tax experience
• OIT (Outbound International Tax) experience, including Forms 5471, 5472, 8991, and 8992

Compensation & Benefits

• Comprehensive salary and benefits package, including performance-based incentives and opportunities for professional growth

Location

National platform (client and engagement coverage across markets)

Equal Opportunity

The employer is an equal opportunity employer and is committed to creating an inclusive environment for all employees.