Senior Tax Manager, Insurance Industry & Compliance

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

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.