Insurance Tax Associate Manager
Job Summary
The Tax Associate Manager oversees federal income tax compliance, tax accounting, and regulatory reporting within a high-performing team. This role involves conducting complex tax research, reviewing transactions, and mentoring staff to ensure operational excellence. The position requires a deep understanding of insurance accounting and the ability to serve as a primary tax advisor for strategic enterprise decisions.
Responsibilities
- Lead and supervise staff in tax compliance filings
- Review tax accounting and regulatory reporting
- Conduct research and analysis on complex tax transactions
- Mentor and coach team members
- Manage tax processes and project timelines
Required Skills
- Federal Tax Law
- Insurance Accounting
- Tax Compliance & Provision
- ONESOURCE Income Tax
- Tax Research & Analysis
- Team Leadership
Job Details
### Job Description
The Tax Associate Manager contributes to the mission of operational excellence, robust controls, and the advancement of data and technology capabilities. The role plays a key role in conducting research and analysis on complex transactions, performing reviews and analytics for quarterly tax provisions, and overseeing the preparation and compilation of annual tax returns.
### Key Responsibilities
**Federal Income Tax Compliance**
- Lead and supervise staff in reviewing tax adjustments and legal entity information for annual and quarterly tax compliance filings.
- Maintain current knowledge of federal tax law developments, ensuring proper implementation and operational execution within tax processes and calculations.
- Respond to federal tax authority audit requests as required.
**Tax Accounting and Reporting**
- Review and support the accurate preparation of tax accounting and regulatory reporting.
- Communicate regularly with accounting teams and guide tax staff to ensure awareness of changes that may affect assigned areas.
**Research and Analysis**
- Conduct research and analysis of complex transactions to determine tax impacts.
- Provide tax management with timely updates on issues and project status, including presenting recommended solutions.
**Collaboration and Continuous Improvement**
- Train, mentor, and coach staff to support professional growth and career development.
- Assess the impact of process changes and improvement initiatives on broader tax processes.
- Communicate effectively in meetings with cross-functional teams and external consultants to explain tax implications of proposed transactions and process changes.
- Manage multiple responsibilities with both short- and long-term timelines through effective time management and prioritization.
### Functional Skills
- Demonstrated advanced knowledge of tax concepts necessary to successfully perform key responsibilities.
- Strong understanding of both tax compliance and tax provision software; experience with the Onesource platform is a plus.
- Ability to effectively use tax research tools and resources to stay informed on current tax developments.
- Capability to independently perform complex tax or accounting analysis.
### Technology Requirements
- A dedicated, private workspace is required.
- Reliable internet is required with minimum speeds of 50 MB download and 5 MB upload.