Senior Manager/Director, Tax - Insurance

This position is listed on behalf of a partner company, who manages all applications and next steps. Our partner is looking for a Senior Manager/Director, Tax - Insurance based in United States.

The Senior Manager/Director, Tax - Insurance will lead complex insurance tax engagements while supporting client relationships, team development, and practice growth. This role combines technical tax expertise, leadership, and strategic advisory responsibilities within a collaborative professional services environment. The position will oversee insurance-focused tax compliance, planning initiatives, and regulatory matters for a diverse portfolio of clients. The ideal candidate will bring deep knowledge of insurance taxation, strong communication skills, and the ability to guide teams through complex projects. Working closely with clients and internal stakeholders, this leader will help deliver high-quality solutions while identifying opportunities for continued business growth. This opportunity is suited for an experienced tax professional seeking to make a significant impact through technical excellence and relationship-driven leadership.

Accountabilities:: The Senior Manager/Director, Tax - Insurance will oversee insurance tax services, provide technical leadership, manage client engagements, and contribute to the continued growth of the insurance tax practice.

Lead and mentor a team of insurance tax professionals, supporting their professional development and technical growth.

Manage client relationships and contribute to expanding the practice through strong service delivery and trusted advisory partnerships.

Develop new business relationships and identify opportunities to increase practice revenue.

Serve as a technical resource for complex insurance tax matters, providing guidance and expertise to internal teams and clients.

Perform tax research and advise insurance clients on tax matters, planning strategies, and special projects.

Oversee tax compliance activities for life, non-life, and captive insurance clients.

Supervise the preparation, review, and delivery of federal and state corporate insurance income tax returns.

Support insurance-focused tax planning strategies and regulatory compliance initiatives.

Monitor industry trends, legislative developments, and technical changes while educating team members and clients.

Manage multiple client engagements and projects while maintaining high standards of quality, accuracy, and client service.

Collaborate with internal teams to deliver effective solutions in a fast-paced and evolving environment.

Requirements:

The successful candidate will combine extensive insurance tax experience with strong leadership capabilities, client relationship skills, and technical expertise.

Bachelor’s degree in Accounting or a related field required.

Active CPA license required.

10+ years of experience in public accounting or a corporate/public accounting environment.

Previous experience in corporate taxation and insurance tax matters required.

Strong knowledge of insurance industry tax compliance, including life, non-life, and captive insurance entities.

Proven leadership experience managing client service teams and multiple complex projects.

Ability to provide technical guidance, perform tax research, and develop practical solutions for clients.

Exceptional communication and interpersonal skills with the ability to build and maintain strong client relationships.

Strong organizational skills with the ability to manage competing priorities and deadlines.

Demonstrated ability to operate effectively in a collaborative, client-focused professional environment.

Benefits:

Competitive base salary range of $142,000 – $192,000 , based on skills, experience, location, education, certifications, and other business factors.

Eligibility for an annual discretionary bonus based on individual and organizational performance.

Comprehensive healthcare options, including multiple HMO and PPO plans.

Dental and vision coverage.

Health Savings Account (HSA) eligibility with potential employer contributions.

Employee Assistance Program supporting personal and professional well-being.

Employer-sponsored life insurance and short- and long-term disability coverage.

401(k) savings plan with employer matching contributions and profit-sharing opportunities.

Flexible time off, family care leave, and parental leave programs.

Family formation benefits and wellness incentives.

Education, certification assistance, and professional development support.

Cell phone reimbursement and travel reward programs.

Additional voluntary benefits, including insurance and protection programs.

How Jobgether works: We use an AI-powered matching process to ensure your application is reviewed quickly, objectively, and fairly against the role's core requirements. Our system identifies the top-fitting candidates, and this shortlist is then shared directly with the hiring company. The final decision and next steps (interviews, assessments) are managed by their internal team. We appreciate your interest and wish you the best!  Why Apply Through Jobgether?    Data Privacy Notice: By submitting your application, you acknowledge that Jobgether will process your personal data to evaluate your candidacy and share relevant information with the hiring employer. This processing is based on legitimate interest and pre-contractual measures under applicable data protection laws (including GDPR). You may exercise your rights (access, rectification, erasure, objection) at any time.     #LI-CL1