Insurance Regulatory Tax Manager

JCW Group; San Antonio (TX); On-site; USD 90,000 - 120,000; Full time

Job summary

A leading insurance organization is looking for an Insurance Regulatory Tax Manager in San Antonio, Texas. This role focuses on multistate premium tax compliance, preparing and filing tax returns, and managing regulatory inquiries. With at least 7 years of experience in tax compliance and strong analytical skills, you'll collaborate with various teams to ensure audit readiness. Familiarity with premium tax systems like TriTech Premium Pro is a plus. Reach out for more tax opportunities.

Qualifications

• 7+ years of relevant tax experience, including prior leadership responsibilities.
• Familiarity with retaliatory tax, regulatory assessments/surcharges, and Schedule T.
• Exposure to NAIC reporting requirements.

Responsibilities

• Prepare and file state premium tax returns and estimates.
• Manage assessments and surcharges for state tax compliance.
• Monitor regulatory changes and conduct technical research.

Skills

Experience with insurance premium tax compliance across multiple jurisdictions

Strong analytical skills

Organizational skills

Communication skills

Tools

TriTech Premium Pro

Sovos Wings

Job description

Our client, a leading insurance organization, is seeking an Insurance Regulatory Tax Manager to support multistate premium tax compliance across multiple entities. This role will be responsible for preparing and filing state premium tax returns and estimates, managing assessments and surcharges, supporting regulatory reporting requirements, and serving as a key point of contact for state tax authorities.

The position will partner closely with Accounting, Legal, and Operations teams to ensure accurate reporting, audit readiness, and alignment with internal control requirements. Additional responsibilities include monitoring regulatory changes, conducting technical research, and supporting ongoing process improvement and automation initiatives within the premium tax function.

Qualifications

• Experience with insurance premium tax compliance across multiple jurisdictions
• Familiarity with retaliatory tax, regulatory assessments/surcharges, and Schedule T
• Exposure to NAIC reporting requirements
• Experience managing premium tax audits or regulatory inquiries
• Working knowledge of premium tax systems (e.g., TriTech Premium Pro, Sovos Wings)
• 7+ years of relevant tax experience, including prior leadership responsibilities
• Strong analytical, organizational, and communication skills

For more information regarding this position or other tax opportunities, please reach out to [e-mail].