Lead Tax Analyst

Jobtailor; Madison (WI); On-site; USD 110,000 - 170,000; Full time

Job summary

Jobtailor in Madison, Wisconsin seeks a senior tax professional to lead complex tax compliance and provision processes within the insurance sector. You will research legislative developments, drive process improvements, and communicate sophisticated financial concepts to stakeholders while mentoring tax staff.

The ideal candidate has 5+ years of experience, strong GAAP/statutory accounting knowledge, and a proven ability to deliver customer-focused solutions in a dynamic environment.

Qualifications

• CPA license preferred
• 5+ years of experience preferred
• Experience with GAAP and statutory accounting
• Demonstrated experience analyzing complex concepts related to taxation, insurance accounting, or a related field
• Experience working in the insurance industry preferred
• Understanding of accounting, budgeting, or tax concepts
• Demonstrated experience communicating complex financial information
• Demonstrated experience providing customer‑focused solutions or support
• Demonstrated experience reflecting flexibility and problem‑solving attributes

Responsibilities

• Support the goal of maximizing the after‑tax return of the group
• Research complex issues arising from new business activity and legislative developments
• Lead advanced tax systems improvements and process improvements
• Participate in the professional trade tax committees and working groups
• Prepare, coordinate, oversee and review the most complex aspects of the tax compliance and tax provision processes
• Research, model, and draft arguments of complex issues for tax audits and appeals
• Identify and lead process improvement department projects
• Evaluate strengths of the position and recommend strategies
• Assist management in analyzing and integrating data related to mergers and acquisitions
• Provide training to tax staff and develop ongoing internal and external relationships

Skills

Analytical thinking

Communication

Problem solving

Customer-focused solutions

Flexibility

Leadership

Job description

Responsibilities

• Support the goal of maximizing the after‑tax return of the group
• Research complex issues arising from new business activity and legislative developments
• Lead advanced tax systems improvements and process improvements
• Participate in the professional trade tax committees and working groups
• Prepare, coordinate, oversee and review the most complex aspects of the tax compliance and tax provision processes
• Research, model, and draft arguments of complex issues for tax audits and appeals
• Identify and lead process improvement department projects
• Evaluate strengths of the position and recommend strategies
• Assist management in analyzing and integrating data related to mergers and acquisitions
• Provide training to tax staff and develop ongoing internal and external relationships

Requirements

• CPA license preferred
• 5+ years of experience preferred
• Experience with GAAP and statutory accounting
• Demonstrated experience analyzing complex concepts related to taxation, insurance accounting, or a related field
• Experience working in the insurance industry preferred
• Understanding of accounting, accounting systems, budget, or tax concepts
• Demonstrated experience communicating complex financial information
• Demonstrated experience providing customer‑focused solutions or support
• Demonstrated experience reflecting flexibility and problem‑solving attributes

Core Competencies

Expertise in tax compliance and provision processes, with a strong focus on analyzing complex taxation issues and providing strategic recommendations. Proven ability to lead process improvements and deliver training while fostering relationships within the insurance industry.