Insurance Tax Manager

PwC; Los Angeles (CA); On-site; USD 99,000 - 266,000; Full time

Benefits offered by this job

Medical, dental, vision

401k plan

Paid holidays

Vacation and sick leave

Job summary

PwC in Los Angeles seeks an Insurance Tax Manager to guide clients through planning, compliance and strategy within our Tax practice. You will lead teams, mentor staff and ensure client expectations are met with integrity and accuracy.

You will review financial data, prepare and file tax returns, and implement corporate tax strategies to optimize positions while minimizing risk of non-compliance. A relevant CPA or Bar credential strengthens candidacy.

Qualifications

• Bachelor's degree required.
• 4+ years of experience in tax or related field.
• CPA, Bar, or other tax/finance credentials may qualify for this opportunity.
• Ability to lead teams and manage client accounts.

Responsibilities

• Lead tax compliance workstreams and manage client expectations.
• Guide teams in preparation and filing of tax returns for insurance sector clients.
• Analyze financial data to ensure tax compliance and optimize positions.
• Develop corporate tax planning strategies to maximize client benefits.
• Monitor financial trends to identify opportunities for tax savings.
• Draft and review tax documents ensuring regulatory compliance.
• Coach and mentor team members to improve skills and performance.
• Maintain strong client relationships and address tax-related inquiries.

Skills

Tax compliance leadership

Corporate tax planning

Financial data analysis

Tax documentation drafting

Mentoring & coaching

Client relationship building

Innovation in tax

Education

Bachelor's degree

CPA or Bar credential (or equivalent)

Job description

The Opportunity

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

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. 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

As PwC is anequal 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.

Learn more about how we work: https://pwc.to/how-we-work

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.