Insurance Tax Manager

PwC South Africa; Boston (MA); On-site; Confidential; Full time

Benefits offered by this job

Medical insurance

Dental insurance

Vision insurance

401k

Paid holidays

Vacation

Sick leave

Job summary

PwC is seeking an Insurance Tax Manager in Boston to guide clients through tax planning, compliance, and strategy within our Tax practice. As a Manager, you will lead teams, manage client accounts, and mentor junior staff to deliver quality work with integrity and professional standards.

You will review financial data, prepare and file tax returns, and develop corporate tax planning strategies for insurance clients, identifying opportunities to optimize tax positions while minimizing risk.

Qualifications

• Bachelor's degree required.
• At least 4 years of experience.
• CPA, Bar or other relevant credentials may qualify.

Responsibilities

• Leading tax compliance workstreams and managing client expectations.
• Guiding teams in the preparation and filing of tax returns for insurance sector clients.
• Utilizing analytical skills to review and analyze financial data for tax compliance.
• Developing and implementing corporate tax planning strategies to optimize client tax positions.
• Monitoring and analyzing financial trends to identify opportunities for tax savings.
• Drafting and reviewing tax documents to support regulatory compliance and submissions.
• Coaching and mentoring team members to enhance their skills and performance.
• Building and maintaining relationships with clients to address tax-related inquiries and issues.
• Embracing technology and innovation to improve tax compliance processes and deliverables.
• Confirming adherence to professional and technical standards in all tax-related activities.

Education

Bachelor's degree

Job description

Industry/Sector Insurance Specialism Industry Tax Practice Management Level Manager Job Description & Summary

As an Insurance Tax Manager, you will play a pivotal role in guiding clients through the complexities of tax planning, compliance, and strategy within our Tax practice. You will be instrumental in helping businesses navigate intricate tax regulations and optimize their tax positions. As a Manager, you will lead teams and manage client accounts, focusing on strategic planning and mentoring junior staff. You are accountable for project success and maintaining standards. Enhancing your leadership style, you motivate, develop, and inspire others to deliver quality. You are responsible for coaching, leveraging team members’ unique strengths, and managing performance to deliver on client expectations. With your growing knowledge of how business works, you play an important role in identifying opportunities that contribute to the success of our Firm. You are expected to lead with integrity and authenticity, articulating our purpose and values in a meaningful way. You embrace technology and innovation to enhance your delivery and encourage others to do the same. In this role, you will review and analyze financial data, prepare and file tax returns, and assist businesses in meeting their tax obligations while minimizing risks of non‑compliance. Your efforts will be crucial in validating clients’ adherence to tax laws and regulations, confirming they meet their obligations effectively.

Responsibilities

• Leading tax compliance workstreams and managing client expectations effectively
• Guiding teams in the preparation and filing of tax returns for insurance sector clients
• Utilizing analytical skills to review and analyze financial data for tax compliance
• Developing and implementing corporate tax planning strategies to optimize client tax positions
• Monitoring and analyzing financial trends to identify opportunities for tax savings
• Drafting and reviewing tax documents to support regulatory compliance and submissions
• Coaching and mentoring team members to enhance their skills and performance
• Building and maintaining relationships with clients to address tax-related inquiries and issues
• Embracing technology and innovation to improve tax compliance processes and deliverables
• Confirming adherence to professional and technical standards in all tax‑related activities

What You Must Have

• 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

What Sets You Apart

• Excelling in corporate tax planning and compliance
• Demonstrating proficiency in drafting and preparing tax documents
• Utilizing analytical thinking for financial statement analysis
• Embracing change and innovation in tax services
• Managing projects with strategic planning and execution
• Mentoring and coaching team members for performance improvement
• Building relationships through effective communication and feedback

Travel Requirements

Up to 20%

Salary

The salary range for this position is: $99,000 - $266,000. Actual compensation within the range will be dependent upon the individual's skills, experience, qualifications and location, and applicable employment laws. All hired individuals are eligible for an annual discretionary bonus.

Benefits

PwC offers a wide range of benefits, including medical, dental, vision, 401k, holiday pay, vacation, personal and family sick leave, and more. To view our benefits at a glance, please visit the following link: https://pwc.to/benefits-at-a-glance.

Equal Opportunity

As PwC is an equal opportunity employer, all qualified applicants will receive consideration for employment at PwC without regard to race; color; religion; national origin; sex (including pregnancy, sexual orientation, and gender identity); age; disability; genetic information (including family medical history); veteran, marital, or citizenship status; or, any other status protected by law. PwC does not intend to hire experienced or entry level job seekers who will need, now or in the future, PwC sponsorship through the H-1B lottery, except as set forth within the following policy: https://pwc.to/H-1B-Lottery-Policy.

Fair Chance Ordinance

For only those qualified applicants that are impacted by the Los Angeles County Fair Chance Ordinance for Employers, the Los Angeles' Fair Chance Initiative for Hiring Ordinance, the San Francisco Fair Chance Ordinance, San Diego County Fair Chance Ordinance, and the California Fair Chance Act, where applicable, arrest or conviction records will be considered for Employment in accordance with these laws. At PwC, we recognize that conviction records may have a direct, adverse, and negative relationship to responsibilities such as accessing sensitive company or customer information, handling proprietary assets, or collaborating closely with team members. We evaluate these factors thoughtfully to establish a secure and trusted workplace for all.

To view other PwC job opportunities, visit pwc.com/careers.