Senior Tax Specialist - Insurance & Financial Services
Daley And Associates, LLC
Senior Tax Specialist - Insurance and Financial Services We are partnering with a well-established insurance and financial services organization seeking a Senior Tax Specialist to join its growing Finance team. This role offers the opportunity to work across corporate tax, financial reporting, audit coordination, and insurance accounting in a highly collaborative environment. The position reports directly to senior finance leadership and provides strong exposure to both GAAP and statutory reporting. Key Responsibilities: • Prepare quarterly and annual tax provisions and disclosures for statutory and GAAP entities • Review Federal and state tax returns and related book-to-tax adjustments • Review quarterly tax estimates and coordinate timely tax payments • Respond to Federal and state tax notices and support external tax advisors and auditors • Research and document tax regulations and assess business impact • Prepare financial statements and analytics for a captive insurance company • Coordinate annual audit processes across multiple departments Qualifications: • Bachelor’s degree in Accounting, Finance, or related field • CPA or CPA-track preferred • 2–4+ years of corporate tax and/or insurance accounting experience • Understanding of GAAP and statutory accounting principles • Experience with tax provisions, reconciliations, and financial statement preparation • Strong Excel skills, including pivot tables • Highly organized with the ability to manage multiple deadlines in a fast-paced environment This is an excellent opportunity for someone looking to broaden their exposure within a dynamic finance organization and gain hands-on experience across tax, reporting, and insurance operations. If interested in learning more, please reach out directly to Kyle Archer at View email address on click.appcast.io #LI-KA1 #J-18808-Ljbffr
$83k - $125k
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