Manager, Financial Services Tax (Insurance)

Alvarez & Marsal; New York (NY); On-site; USD 145,000 - 185,000; Full time

Job summary

Alvarez & Marsal (A&M) is a global consulting firm seeking a Manager, Financial Services Tax (Insurance) in New York. The role leads insurance tax engagements, develops planning strategies, and ensures compliant tax provision and reporting with ASC 740 and SSAP 101.

You will mentor staff, manage client relationships, and drive growth through proactive engagement management and cross-functional collaboration.

Qualifications

• CPA, JD (with bachelor’s and master’s degrees in accounting or tax, preferred), or LLM.
• At least 5 years of relevant experience in corporate or insurance taxation within a Big 4, Big Law, or similar professional services environment.
• Broad understanding of tax consulting, compliance, and financial reporting within insurance or the corporate financial services industries.

Responsibilities

• Manage the execution of insurance tax consulting engagements, including Subchapter L technical research, issue identification, and development of practical tax solutions.
• Support the development and documentation of tax planning strategies tailored to insurance companies.
• Lead and review tax compliance engagements, including Forms 1120-PC and/or 1120-L, and tax provision engagements under ASC 740 and SSAP 101, with a focus on insurance-specific adjustments.
• Mentor and develop senior and staff-level team members, providing guidance, feedback, and on-the-job training.
• Build and maintain strong client relationships, developing an understanding of their business and working to become their trusted advisor.
• Own the day-to-day management of client engagements, including deliverables, timelines, budgets, billing, and collections.
• Proactively identify and manage engagement risks, including handling escalations and sensitive client matters with professionalism.
• Build internal relationships and develop a deep understanding of the areas of expertise across the firm to identify opportunities for additional support for our clients.
• Support business development efforts, including preparing proposals, contributing to pitch materials, and tracking opportunities within a growing practice.
• Coordinate across internal teams and subject matter experts to deliver integrated, high-quality client solutions

Skills

Insurance tax knowledge

Tax consulting

Project management

Client relationships

Leadership mentorship

Education

CPA, JD or LLM

Tools

Forms 1120-PC/1120-L

ASC 740 / SSAP 101

Tax compliance systems

Job description

Alvarez & Marsal (A&M) is a global consulting firm with entrepreneurial, action- and results-oriented professionals. We take a hands-on approach to solving our clients' problems and helping them reach their potential. A&M is different by design: we give people ownership and impact from day one, fuel development through real opportunity, and provide direct access to leaders who invest in our growth. Our culture celebrates independent thinkers and doers who positively impact clients and shape our industry. Guided by A&M's core values of Integrity, Quality, Objectivity, Fun, Personal Reward, and Inclusive Diversity, our collaborative, globally minded environment is why our people love working at A&M.

Description

Manager, Financial Services Tax (Insurance)

About Alvarez & Marsal

Alvarez & Marsal (A&M) is a global consulting firm with entrepreneurial, action- and results-oriented professionals. We take a hands-on approach to solving our clients' problems and helping them reach their potential. A&M is different by design: we give people ownership and impact from day one, fuel development through real opportunity, and provide direct access to leaders who invest in our growth. Our culture celebrates independent thinkers and doers who positively impact clients and shape our industry. Guided by A&M's core values of Integrity, Quality, Objectivity, Fun, Personal Reward, and Inclusive Diversity, our collaborative, globally minded environment is why our people love working at A&M.

The Team

A&M’s Financial Services Tax team provides tax consulting, compliance, and reporting services to a diverse range of insurance clients, including property & casualty and life insurance companies.

Our Insurance Tax professionals focus on the full lifecycle of insurance taxation, with deep expertise in Subchapter L, tax accounting, and financial/statutory reporting. We support clients across complex technical matters, including tax planning, issue identification and resolution, and the interpretation of evolving regulatory frameworks. In addition to consulting, we lead and manage tax compliance and provision engagements, helping clients navigate U.S. GAAP (ASC 740) and statutory reporting (SSAP 101) requirements.

Our team operates in a fast-paced, entrepreneurial environment where professionals are expected to be hands-on and adaptable—often “building the plane while flying it.” We partner closely with our clients to deliver practical, high-impact solutions while continuing to grow a high-performing and collaborative practice.

How You Will Contribute

• Manage the execution of insurance tax consulting engagements, including Subchapter L technical research, issue identification, and development of practical tax solutions
• Support the development and documentation of tax planning strategies tailored to insurance companies
• Lead and review tax compliance engagements, including Forms 1120-PC and/or 1120-L, and tax provision engagements under ASC 740 and SSAP 101, with a focus on insurance-specific adjustments
• Mentor and develop senior and staff-level team members, providing guidance, feedback, and on-the-job training
• Build and maintain strong client relationships, developing an understanding of their business and working to become their trusted advisor
• Own the day-to-day management of client engagements, including deliverables, timelines, budgets, billing, and collections
• Proactively identify and manage engagement risks, including handling escalations and sensitive client matters with professionalism
• Build internal relationships and develop a deep understanding of the areas of expertise across the firm to identify opportunities for additional support for our clients
• Support business development efforts, including preparing proposals, contributing to pitch materials, and tracking opportunities within a growing practice
• Coordinate across internal teams and subject matter experts to deliver integrated, high-quality client solutions

Qualifications

• CPA, JD (with bachelor’s and master’s degrees in accounting or tax, preferred), or LLM
• At least 5 years of relevant experience in corporate or insurance taxation within a Big 4, Big Law, or similar professional services environment
• Broad understanding of tax consulting, compliance, and financial reporting within insurance or the corporate financial services industries
• Solid knowledge of the taxation of insurance companies under Subchapter L of the Internal Revenue Code
• Experience supporting or managing insurance tax compliance engagements, including familiarity with Forms 1120-PC and/or 1120-L
• Exposure to tax provision and financial reporting, including ASC 740 (U.S. GAAP) and/or SSAP 101 (statutory reporting)
• Familiarity with tax compliance systems and ability to manage or coordinate workflows through technology-enabled processes
• Strong project management skills, with the ability to manage multiple engagements and competing priorities effectively
• Demonstrated ability to build relationships with clients and internal stakeholders
• Self-starter with a flexible, entrepreneurial mindset and the ability to operate effectively in a dynamic, evolving environment

Your journey at A&M

At A&M, professional growth is tied directly to performance, not tenure. Our people take on meaningful, hands-on work supported by a performance development process that rewards contribution and fosters a culture of meritocracy. Stretch roles, evolving business needs, and firm growth create ongoing opportunities for ownership and building new skills, while direct access to senior leaders provides mentorship and real-time coaching along the way. We also prioritize your wellbeing through comprehensive benefits and resources. Together, these elements create an environment where high-performing professionals can continue to grow and advance from day one.

Regular employees working 30 or more hours per week are also entitled to participate in Alvarez & Marsal Holdings’ fringe benefits consisting of healthcare plans, flexible spending and savings accounts, life, AD&D, and disability coverages at rates determined periodically as well as a 401(k) retirement savings plan. Provided the eligibility requirements are met, employees will also receive an annual discretionary contribution to their 401(k) retirement savings plan from Alvarez & Marsal. Additionally, employees are eligible for paid time off including vacation, personal days, seventy-two (72) hours of sick time (prorated for part time employees), ten federal holidays, one floating holiday, and parental leave. The amount of vacation and personal days available varies based on tenure and role type. Click here for more information regarding A&M’s benefits programs.

The salary range is $145,000 - $185,000 annually, dependent on several variables including but not limited to education, experience, skills, and geography. In addition, A&M offers a discretionary bonus program which is based on a number of factors, including individual and firm performance. Please ask your recruiter for details.