Tax Manager

Description & Requirements

Tax Manager

Our client is a leading, growth-focused organization in the insurance and financial services industry, recognized for its commitment to innovation, operational excellence, and empowering its people. As Tax Manager , you will lead complex tax compliance, reporting, and advisory functions across a multi-entity, multi-state environment, partnering with accounting, legal, and external advisors to ensure accurate reporting, regulatory compliance, and strategic tax planning that drives business success.


About Our Client

Our client is a nationwide insurance and financial services company committed to empowering businesses and communities through trusted advice, innovative solutions, and personalized service. Founded on a culture of collaboration, integrity, and continuous growth, they leverage cutting-edge technology to deliver scalable solutions that support clients, employees, and partners. Their teams are passionate about making an impact, embracing change, and driving innovation across the insurance and financial services industry.


Why Our Client Is a Destination Workplace

Our client values its employees' time and contributions and is committed to supporting long-term success through competitive compensation and a comprehensive benefits package. With an annual salary range that varies by experience, employees are rewarded for their expertise and impact. Their benefits package includes:

• Comprehensive health coverage: Medical, dental, and vision insurance
• Robust retirement planning: 401(k) with employer matching
• Financial security: Life and disability insurance
• Flexible financial options: Health Savings Accounts (HSA) and Flexible Spending Accounts (FSA)
• Work-life balance: Generous paid time off and flexible scheduling options

Our client fosters a collaborative, high-performance culture where innovation, accountability, and continuous improvement are at the core of everything they do. Employees are encouraged to contribute ideas, enhance processes, and grow professionally within a supportive environment that values learning, teamwork, and leadership development.


To be successful, you should have:

• Bachelor's degree in Accounting, Finance, or related field; CPA or MST preferred, with 10+ years of progressive tax experience in public accounting, corporate tax, or advisory environments.
• Solid expertise in ASC 740, partnership taxation, multi-state tax compliance (SALT), and indirect taxes within insurance or financial services industries.
• Solid technical and analytical skills, including advanced Excel and experience with tax provision/compliance software; proven ability to manage audits, external advisors, and cross-functional projects.
• Willingness to travel as needed and ability to collaborate across distributed teams, ensuring compliance with evolving federal and state tax regulations.

Your responsibilities as the Tax Manager will include:

• Lead ASC 740 income tax accounting and reporting, including tax provisions, deferred tax schedules, and SEC financial disclosures.
• Oversee federal, state, and local tax compliance (SALT), including partnership, corporate, and indirect tax filings across multiple jurisdictions.
• Manage tax reporting processes such as Schedule K-1s, 1099 filings, and surplus lines reporting in a multi-state insurance environment.
• Partner with external advisors and internal stakeholders on tax strategy, audits, and regulatory compliance initiatives.
• Drive process improvements, internal controls (SOX readiness), and automation of tax workflows and reporting systems.

Shape the Future of Tax Strategy

Take ownership of complex tax operations and influence high-impact financial decisions in a dynamic, multi-entity environment. Apply now to elevate your career and play a key role in driving compliance, innovation, and strategic growth.


Our client is an equal opportunity employer that welcomes and encourages diversity in the workplace. It does not discriminate based on race, color, religion, marital status, age, national origin, ancestry, physical or mental disability, medical condition, pregnancy, genetic information, gender, sexual orientation, gender identity or expression, veteran status, or any other status protected under federal, state, or local law.