Manager, Tax - Insurance

The Insurance Tax team is dedicated to helping clients navigate a complex tax landscape with clarity and confidence. Our team delivers practical, forward-thinking guidance tailored to each client's goals, offering reliable support through change, growth, and opportunity.

What You Will Do:

• Manage tax compliance and advisory services for individuals (Forms 1040, 1040-NR), partnerships (Form 1065), and corporations (Forms 1120, 1120-S) across a variety of Insurance industry clients.
• Conduct in-depth research on complex tax matters, apply insights to client engagements, and communicate findings clearly through well-structured written reports.
• Review tax return preparations completed by other staff to ensure accuracy and compliance with regulatory standards.
• Engage proactively with senior client stakeholders to identify tax issues, offer insights, and implement practical solutions.
• Drive client service excellence by setting high standards for responsiveness and quality, fostering long-term relationships as a trusted advisor and strategic partner in client success.
• Support client growth and retention through strategic planning and business development.
• Contribute to business development by helping with proposals, showcasing firm value, and supporting client acquisition.
• Mentor and manage tax professionals, providing coaching, performance feedback, and career development support to build a high-performing, collaborative team.
• Manage resources, budgets, and project workflows to resolve scheduling conflicts and ensure the timely, cost-effective delivery of client engagements
• Maintain technical expertise through ongoing Continuing Professional Education (CPE), ensuring compliance and staying ahead of industry trends and regulatory changes.
• Contribute to thought leadership by authoring technical publications and leading internal training sessions to elevate firm-wide knowledge and capabilities.
• Represent the firm at industry events and networking forums, enhancing brand visibility and cultivating new business opportunities.

• Bachelor's Degree in Accounting, Taxation or related field
• 5+ years of relevant progressive tax experience in public accounting, or a combination of corporate tax and public accounting
• CPA License
• Proficiency in Microsoft Office Suite
• Flexibility to travel for client engagements and internal meetings. Travel may include overnight stays.

• Master's Degree in related field