Manager, Tax

Clearbrook; New York (NY); On-site; USD 121,000 - 145,000; Full time

Benefits offered by this job

Health insurance

401(k) with company match

Paid time off

Professional development opportunities

Job summary

Clearbrook is seeking a Tax Manager to oversee the U.S. income tax provision and compliance, including ASC 740 reporting and coordination with internal teams and external auditors.

You will manage quarterly and annual tax filings and related footnotes, ensuring accuracy and timely delivery. The ideal candidate holds a Master’s in Accounting (Tax), with 5–7+ years in accounting, and experience in the insurance sector or Big Four tax.

Qualifications

• A Master’s Degree in Accounting, specializing in Tax from an accredited university is required.
• Five (5) to Seven (7) years or more of working experience in an accounting role (required), and experience in the Insurance Industry (highly desirable)
• Big Four tax experience or insurance company tax experience is preferred
• Proven record of working with minimal supervision and willingness to perform a variety of job-related functions including both compliance and research-related tasks
• Ability to read and understand complex technical literature (tax and accounting) and to communicate information with peers and with senior management
• Experience with Oracle Tax Reporting Cloud Service Tax or other tax provision software package.

Responsibilities

• Lead the preparation of the quarterly and annual ASC 740 and SSAP 101 income tax provisions
• Lead the preparation and review of the annual federal and state income tax returns as well as other miscellaneous tax filings
• Monitor book to tax reconciliations inclusive of permanent and temporary timing difference as well as deferred tax inventory and applicable valuation allowances
• Prepare and review tax related financial statement footnotes in accordance with ASU 2023-09 and SSAP 101
• Perform SSAP 101 admissibility tests and risk-based capital thresholds
• Partner with internal and external stakeholders to gather financial information, resolve tax-relates issues, and support reporting needs
• Conduct or supervise tax research, tax planning and tax strategy projects to assist in developing to minimize the Company’s tax liabilities
• Review tax processes and identify opportunities to strengthen controls, streamline workflows, and enhance overall accuracy and efficiency
• Perform Sarbanes Oxley compliance initiatives
• Interact regularly with the Company’s independent auditors and outside tax service providers

Skills

Tax knowledge

Communication

SOX compliance

Education

Master's degree in Accounting (Tax)

Tools

Oracle Tax Reporting Cloud Service

Job description

Company

Shared Services

Argo and Farm Family are specialty property and casualty insurance brands whose underwriting companies are wholly-owned subsidiaries of Clearbrook Holdings Inc. Argo and Farm Family partner with agents and brokers to provide insurance solutions that enable businesses to manage risks with confidence.

Job Description

Argo and Farm Family are specialty property and casualty insurance brands whose underwriting companies are wholly owned subsidiaries of Clearbrook Holdings Inc. Argo and Farm Family partner with agents and brokers to provide insurance solutions that enable businesses to manage risks with confidence.

The Tax Manager is responsible for leading all aspects of the company’s U.S. income tax provision and compliance function, including federal and state reporting requirements. This role ensures accurate and timely filing of tax returns and supports the tax provision under ASC 740.

Responsibilities for the Tax Manager include but are not limited to:

• Manage the preparation of the quarterly and annual ASC 740 and SSAP 101 income tax provisions
• Lead the preparation and review of the annual federal and state income tax returns as well as and other miscellaneous tax filings
• Monitor book to tax reconciliations inclusive of permanent and temporary timing difference as well as deferred tax inventory and applicable valuation allowances
• Prepare and review tax related financial statement footnotes in accordance with ASU 2023-09 and SSAP 101
• Perform SSAP 101 admissibility tests and risk-based capital thresholds
• Partner with internal and external stakeholders to gather financial information, resolve tax-relates issues, and support reporting needs
• Conduct or supervise tax research, tax planning and tax strategy projects to assist in developing to minimize the Company’s tax liabilities
• Review tax processes and identify opportunities to strengthen controls, streamline workflows, and enhance overall accuracy and efficiency
• Perform Sarbanes Oxley compliance initiatives
• Interact regularly with the Company’s independent auditors and outside tax service providers

The Ideal Candidate For This Role Will Have:

• A Master’s Degree in Accounting, specializing in Tax from an accredited university is required.
• Five (5) to Seven (7) years or more of working experience in an accounting role (required), and experience in the Insurance Industry (highly desirable)
• Big Four tax experience or insurance company tax experience is preferred
• Proven record of working with minimal supervision and willingness to perform a variety of job-related functions including both compliance and research-related tasks
• Ability to read and understand complex technical literature (tax and accounting) and to communicate information with peers and with senior management
• Experience with Oracle Tax Reporting Cloud Service Tax or other tax provision software package.

Applicants must be legally authorized to work in the United States. At this time, we are not able to sponsor or assume sponsorship of employment visas.

If you have a disability under the Americans with Disabilities Act or similar state or local law and you wish to discuss potential reasonable accommodations related to applying for employment with us, please contact our Benefits Department at 210-321-8400.

Benefits And Compensation

We offer a competitive compensation package, performance-based incentives, and a comprehensive benefits program-including health, dental, vision, 401(k) with company match, paid time off, and professional development opportunities.

Core Values

At Clearbrook our Core Values are Integrity, Collaboration, Pursuit of Excellence and Forward Thinking. These values reflect who we are today and who we aspire to be - guiding how we work, how we lead and how we succeed.

The base salary range provided below is for hires in those geographic areas only and will be commensurate with candidate experience. Pay ranges for candidates in other locations may differ based on the cost of labor in that location. In addition to base salary, this position is eligible for an annual bonus based on company and individual performance as well as a generous benefits package.

• Omaha, NE, Richmond, VA and Albany, NY Pay Range: $101,184.00 - $120,462.00
• Chicago, IL Pay Range: $111,384.00 - $132,498.00
• New York City, NY Pay Range: $121,482.00 - $144,636.00

Applicants must be legally authorized to work in the United States. At this time, we are not able to sponsor or assume sponsorship of employment visas.

If you have a disability under the Americans with Disabilities Act or similar state or local law and you wish to discuss potential reasonable accommodations related to applying for employment with us, please contact our Benefits Department at 210-321-8400.

Benefits And Compensation

We offer a competitive compensation package, performance-based incentives, and a comprehensive benefits program-including health, dental, vision, 401(k) with company match, paid time off, and professional development opportunities.

Core Values

At Clearbrook our Core Values are Integrity, Collaboration, Pursuit of Excellence and Forward Thinking. These values reflect who we are today and who we aspire to be - guiding how we work, how we lead and how we succeed.