Senior State & Local Tax Strategy Lead

Guardian; New York (NY); Hybrid; USD 119,000 - 195,000; Full time

Job summary

Guardian seeks a Lead Specialist, Tax Accounting & Reporting in a hybrid NYC setting to own complex state and local tax matters, especially insurance premium tax, sales and use tax, and property tax. You will advance tax technology, data analytics, and workflow automation while guiding planning, compliance, and audits.

The role emphasizes technical depth, strategic thinking, and leadership within Guardian’s Corporate Tax team, with collaboration across finance and technology.

Qualifications

• Bachelor’s degree in accounting is required.
• 7–10 years of state and local tax experience in corporate tax, public accounting, insurance company, or a combination.
• Hands-on experience with insurance premium tax.
• Experience with sales and use tax compliance and research.
• Working knowledge of multistate tax compliance and tax research.
• Strong understanding of accounting principles and reconciliations.
• Strong analytical and problem-solving skills.
• Ability to research technical tax matters and clearly document conclusions.
• Strong communication skills.
• Ability to manage multiple assignments and deadlines with limited supervision.
• Attention to detail and commitment to accuracy.

Responsibilities

• Compliance: Own and manage insurance premium tax and sales & use tax compliance, payments, and reconciliations; coordinate with outsourcing partner firms; support related reporting.
• Financial Close, Tax Planning and Analysis: Prepare account reconciliations and support tax-related financial reporting; identify planning opportunities and efficiencies.
• Research and Audit: Research state and local tax matters, monitor developments, respond to notices, and support audits.
• Technology: Identify automation opportunities; support AI-enabled tax tech and data validation with cross-functional teams.
• You have: Strong leadership potential and ability to handle multiple tasks with limited supervision.

Skills

Strong communication skills

Data analytics

Analytical thinking

Education

Bachelor’s degree in accounting

CPA / CPA candidate

Tools

Oracle ERP

Agentic AI

Job description

Guardian seeks a Lead Specialist, Tax Accounting & Reporting in a hybrid NYC setting to own complex state and local tax matters, especially insurance premium tax, sales and use tax, and property tax. You will advance tax technology, data analytics, and workflow automation while guiding planning, compliance, and audits.

The role emphasizes technical depth, strategic thinking, and leadership within Guardian’s Corporate Tax team, with collaboration across finance and technology.