Insurance Tax Strategy Manager

PwC; Chicago (IL); On-site; USD 99,000 - 266,000; Full time

Job summary

PwC in Chicago seeks an Insurance Tax Manager to guide clients through tax planning, compliance, and strategy within our Tax practice. You will lead teams, manage client accounts, and mentor junior staff while ensuring high-quality delivery and integrity.

You will review financial data, prepare tax returns, and implement planning strategies to optimize client positions, with a focus on insurance sector clients and regulatory compliance.

Qualifications

• Bachelor's degree required.
• At least 4 years of experience.
• CPA, Bar or other tax/finance credentials may qualify for this opportunity.

Responsibilities

• Leading tax compliance workstreams and managing client expectations effectively.
• Guiding teams in the preparation and filing of tax returns for insurance sector clients.
• Utilising analytical skills to review and analyze financial data for tax compliance.
• Developing and implementing corporate tax planning strategies to optimise client tax positions.
• Monitoring and analysing 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

CPA or Bar or other tax/finance credentials

Job description

PwC in Chicago seeks an Insurance Tax Manager to guide clients through tax planning, compliance, and strategy within our Tax practice. You will lead teams, manage client accounts, and mentor junior staff while ensuring high-quality delivery and integrity.

You will review financial data, prepare tax returns, and implement planning strategies to optimize client positions, with a focus on insurance sector clients and regulatory compliance.