CPA Insurance Tax Manager

Job Summary

As a full-time Insurance Tax Manager in the Financial Services department, the candidate will manage compliance functions, including the preparation of corporate insurance income tax returns, and assist with tax planning strategies for clients in a hybrid work environment.

Key responsibilities

• Perform tax research and collaborate with insurance clients on tax matters and special projects
• Supervise the preparation and technical review of federal and state corporate insurance income tax returns for life and non-life clients
• Mentor and train interns and staff while identifying opportunities for tax planning and compliance strategies

Required qualifications

• Bachelor's degree in Accounting required
• Previous experience in Corporation Taxation and insurance required
• At least 5 years of experience in public accounting or a corporate/public blend setting required
• Active CPA license required
• Proven leadership skills in managing client service teams and multiple projects