Job Title: Tax Senior - Insurance Tax
Job Responsibilities:
As an Insurance Tax Consultant within the Business Tax Services group, the candidate will play a significant role in tax engagements, providing a range of services pertinent to both public and private companies within the insurance industry. The responsibilities include:
- Delivering tax advisory services to clients in the insurance sector, covering various business functions such as underwriting, claims, IT, finance, and accounting.
- Collaborating with clients' tax and finance departments to collect necessary data for tax return preparation.
- Assisting in strategic tax planning, which involves researching federal tax law and drafting technical memoranda.
- Supporting IRS audit defense.
Education and Experience Information:
Qualifications for this position include:
Required:
- Ability to perform job responsibilities within a hybrid work model that requires US Tax professionals to co-locate in person 2 – 3 days per week.
- A Bachelor's degree in accounting, finance, business, or related fields.
- A minimum of 3 years’ experience working with private or public corporations.
- Demonstrated problem-solving skills and leadership abilities.
- Strong presentation and communication skills.
- Excellent research and writing skills.
- Willingness to travel up to 25%, on average, depending on the work and clients served.
- One of the following active accreditations obtained, in process, or must be willing and able to obtain:
- Licensed CPA in the state of practice/primary office if eligible to sit for the CPA.
- If not CPA eligible:
- Licensed Attorney
- Enrolled Agent
- Certifications such as Chartered Financial Advisor (CFA) or Certified Financial Planner (CFP).
Preferred:
- An advanced degree such as a Masters of Tax, JD, and/or LLM.
- Experience in the life insurance, property insurance, or casualties' industry.
- Previous experience with a Big 4 or large CPA firm.
- Experience with corporate tax preparation, tax compliance, or tax controversy.
Salary Information:
The text does not provide specific salary information for the position.
Legal and Equal Employment Opportunity Information:
All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, protected veteran status, or any other legally protected basis, in accordance with applicable law.
