Senior Tax Manager

Oliver James Group; Bradenton (FL); On-site; USD 120,000 - 180,000; Full time

Job summary

Oliver James Group in Bradenton, FL, is seeking a Senior Tax Manager to oversee tax compliance, accounting, and regulatory taxes for a growing insurance organization. Reporting to the CFO, this leader will guide the tax function and collaborate with senior leadership.

The role emphasizes tax planning, technical research, and cross-functional partnership in a hybrid, US-based environment. Apply your P&C insurance tax expertise and leadership skills to drive strategic tax initiatives.

Qualifications

• Bachelor's degree in Accounting or related field; accounting degree required.
• CPA, MST or other advanced tax credentials preferred.
• 5–10 years of progressive tax experience.
• Strong knowledge of federal, state, and local tax regulations, including multi-state compliance.
• Experience with income tax accounting under GAAP; SAP/Statutory familiarity preferred.
• Experience coordinating with external tax advisors and managing multiple deadlines.
• P&C insurance tax experience strongly preferred, incl. premium taxes.

Responsibilities

• Oversee federal, state, and local tax compliance and timely filing.
• Manage income tax accounting under GAAP and SAP, including tax provisions.
• Oversee insurance regulatory taxes, filings, and related obligations.
• Conduct technical tax research and communicate recommendations to leadership.
• Partner with CFO and leadership on tax planning and strategic initiatives.
• Coordinate responses to tax examinations and audits with external advisors.

Skills

Tax compliance

Tax accounting

Technical tax research

Leadership

Cross-functional collaboration

Communication

Multi-state tax

ERP / SAP knowledge

GAAP familiarity

Tax provision

Education

Bachelor's degree in Accounting

CPA preferred

Master's in Taxation (MST) preferred

Tools

Excel

ERP systems

Tax provision software

GAAP/SAP knowledge

Job description

Senior Tax Manager

Hybrid Opportunity

Our team has been engaged by a growing insurance organization to identify a Senior Tax Manager to oversee its tax compliance, tax accounting, technical research, and insurance regulatory tax functions.

Reporting directly to the CFO, this individual will serve as the primary internal tax resource, partnering with senior leadership, internal finance teams, and external tax advisors to ensure accurate reporting, regulatory compliance, and effective tax planning.

This is an excellent opportunity for an experienced tax professional with a background in P&C insurance to take ownership of a broad tax function, lead a team, and work closely with executive leadership on tax strategy and business initiatives.

Key Responsibilities

• Tax Compliance & Reporting: Oversee federal, state, and local tax compliance, coordinating the preparation and timely filing of returns, supporting schedules, and related documentation.
• Tax Accounting: Manage income tax accounting under GAAP and Statutory Accounting Principles (SAP), including tax provision calculations and related financial reporting.
• Insurance Regulatory Taxes: Oversee insurance-related tax filings, payments, and regulatory obligations, including premium taxes, guaranty fund assessments, retaliatory taxes, licensing fees, and other state‑specific requirements.
• Technical Tax Research: Research complex federal, state, and local tax matters, evaluate regulatory and legislative developments, and communicate recommendations to senior management.
• Tax Planning & Strategy: Partner with the CFO and senior leadership on tax planning opportunities, business initiatives, cash tax requirements, and special projects.
• Audit & Examination Management: Coordinate responses to tax examinations and audits, serving as a key liaison with external advisors, auditors, insurance regulators, and tax authorities.
• Process Improvement: Evaluate existing tax processes and identify opportunities to improve efficiency, strengthen internal controls, and potentially bring select tax compliance activities in‑house.
• Transfer Pricing & Intercompany Arrangements: Review and maintain transfer pricing policies, management fee arrangements, and supporting documentation.
• Cross‑Functional Collaboration: Work closely with accounting, finance, legal, HR, regulatory, and operational teams on tax‑related matters.
• Team Leadership: Supervise and develop tax personnel, providing day‑to‑day direction, coaching, and oversight of compliance deadlines and regulatory filings.

Qualifications

• Bachelor's degree in Accounting or a related field; an accounting degree is required.
• CPA, Master's in Taxation (MST), or other advanced tax credentials preferred.
• 5-10 years of progressive tax experience.
• Strong knowledge of federal, state, and local tax regulations, including multi‑state compliance.
• Experience with income tax accounting under GAAP; statutory accounting experience is preferred.
• Prior experience with tax returns, tax provisions, and technical tax research.
• Experience with partnerships and pass‑through entities preferred.
• P&C insurance industry experience strongly preferred, particularly exposure to premium taxes, guaranty fund assessments, retaliatory taxes, and insurance regulatory filings.
• Experience coordinating with external tax advisors and managing multiple filing deadlines.
• Prior supervisory, mentoring, or team leadership experience preferred.
• Advanced Microsoft Excel skills and familiarity with tax compliance, tax provision, ERP, or financial reporting systems.