Insurance Tax Manager

Jobtailor; Alabama; On-site; USD 90,000 - 150,000; Full time

Job summary

PwC in Alabama is seeking an experienced Tax Manager to lead compliance workstreams, guide teams in filing tax returns for insurance clients, and analyze financial data for tax compliance.

The role focuses on developing corporate tax planning strategies, monitoring financial trends for savings opportunities, and drafting regulatory tax documents while mentoring staff and ensuring client satisfaction. Travel up to 20% may be required.

Qualifications

• Bachelor's degree required.
• 4+ years of experience.
• CPA or Bar membership or other relevant credentials may qualify.
• Experience in corporate tax planning and compliance.
• Proficiency in drafting and preparing tax documents.
• Analytical thinking for financial statement analysis.
• Project management with strategic planning and execution; mentoring and coaching.
• Effective communication and feedback.
• Ability to work under PwC H-1B sponsorship policy.
• Up to 20% travel.

Responsibilities

• Lead tax compliance workstreams and manage client expectations.
• Guide teams in preparing and filing tax returns for insurance sector clients.
• Review and analyze financial data for tax compliance.
• Develop and implement corporate tax planning strategies.
• Monitor and analyze financial trends to identify tax savings opportunities.
• Draft and review tax documents for regulatory compliance and submissions.

Skills

Corporate Tax Planning

Tax Compliance

Financial Statement Analysis

Project Management

Certified Public Accountant

Education

Bachelor's degree

Tools

Tax Compliance Technology

Financial Analysis Tools

Job description

• Lead tax compliance workstreams and manage client expectations
• Guide teams in preparing and filing tax returns for insurance sector clients
• Review and analyze financial data for tax compliance
• Develop and implement corporate tax planning strategies
• Monitor and analyze financial trends to identify tax savings opportunities
• Draft and review tax documents for regulatory compliance and submissions
• Coach and mentor team members
• Build and maintain client relationships and address tax-related inquiries
• Use technology and innovation to improve tax compliance processes and deliverables
• Confirm adherence to professional and technical standards
• Lead teams, manage client accounts, and ensure project success
• Identify opportunities contributing to the firm's success
• Motivate, develop, and inspire team members

Requirements

• At least a Bachelor's degree
• At least 4 years of experience
• At least one of the following: Certified Public Accountant, Member of the Bar or other tax, technology, or finance-specific credentials may qualify for this opportunity
• Experience in corporate tax planning and compliance
• Proficiency in drafting and preparing tax documents
• Analytical thinking for financial statement analysis
• Project management with strategic planning and executionMentoring and coaching team members
• Effective communication and feedback
• Ability to work under the stated PwC H-1B sponsorship policy
• Up to 20% travel

Core Competencies

Demonstrates expertise in tax compliance and corporate tax planning, with a strong ability to analyze financial data and draft tax documents. Proven leadership in managing client relationships and mentoring team members while utilizing technology to enhance compliance processes.

Highest-signal resume keywords

• Corporate Tax Planning
• Tax Compliance
• Financial Statement Analysis
• Project Management
• Certified Public Accountant

Hard Skills

• Tax Document Preparation
• Financial Data Analysis
• Tax Compliance Strategies
• Regulatory Compliance
• Strategic Planning

Soft Skills

• Mentoring
• Coaching
• Effective Communication
• Client Relationship Management
• Team Leadership

Certifications & Qualifications

• Certified Public Accountant
• Member of the Bar

Industry Keywords

• Insurance Sector
• Tax Returns
• Financial Trends
• Tax Savings Opportunities
• PwC H-1B Sponsorship Policy

Tools & Technologies

• Tax Compliance Technology
• Financial Analysis Tools