Senior Manager/Director, Tax - Insurance
Job Description
Team: Finance
This position is posted by Jobgether on behalf of a partner company. We are currently looking for a Senior Manager/Director, Tax - Insurance in United States.
This leadership role sits at the intersection of insurance taxation, client advisory, and practice development within a dynamic professional services environment. You will oversee a specialized team of tax professionals while ensuring the delivery of high-quality compliance and advisory services across life, non-life, and captive insurance clients. The role blends deep technical expertise with client-facing leadership, requiring both strategic thinking and hands-on involvement in complex tax matters. You will also play a key role in expanding the practice by strengthening client relationships and identifying new business opportunities. In addition, you will act as a technical authority on insurance tax issues, guiding both internal teams and external stakeholders. This is a highly collaborative and growth-oriented environment where leadership, expertise, and client impact are central to success.
Accountabilities:
- Lead and develop a team of insurance tax professionals, supporting both their technical growth and professional development
- Oversee the compliance function for life, non-life, and captive insurance clients, including review and supervision of federal and state corporate tax returns
- Serve as a technical expert on insurance taxation matters, providing guidance on complex tax issues and regulatory requirements
- Manage and strengthen client relationships while contributing to practice growth and revenue expansion
- Support business development efforts by identifying new opportunities and building long-term client partnerships
- Conduct tax research and lead the execution of specialized tax projects for insurance industry clients
- Stay current on insurance industry trends and regulatory developments, sharing insights across teams
- Contribute to tax planning strategies and ensure alignment with regulatory compliance standards
- Bachelor’s degree in Accounting or a related field
- Active CPA license required
- 10+ years of experience in corporate taxation, with strong insurance industry exposure
- Background in public accounting or a blended public/corporate tax environment
- Proven leadership experience managing client service teams and complex, multi-project engagements
- Strong technical expertise in insurance tax compliance and advisory services
- Excellent communication and client relationship management skills
- Ability to thrive in a fast-paced, collaborative, and high-responsibility environment
- Strong analytical skills with the ability to provide practical tax solutions and strategic guidance
- Competitive base salary ranging from $142,000 to $192,000 depending on experience and location
- Eligibility for annual discretionary bonus based on individual and firm performance
- Comprehensive medical, dental, and vision insurance plans (multiple options available)
- HSA enrollment with potential employer contributions
- 401(k) retirement savings plan with employer matching and profit-sharing opportunities
- Paid time off, flexible work arrangements, and family care leave
- Parental leave and family formation benefits
- Disability coverage, life insurance, and employee assistance program
- Wellness incentives, education and certification support, and travel rewards
- Additional voluntary benefits including legal services, pet insurance, identity theft protection, and more
- Remote-friendly work environment with flexibility based on role requirements.
Requirements:
Benefits:
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Date Posted
05/04/2026
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