Strategic Tax Manager for Compliance & M&A

Oliver James Group; Ohio; On-site; USD 100,000 - 150,000; Full time

Job summary

Oliver James Group, in partnership with a national insurance organization, seeks a Tax Manager in the United States to oversee corporate, partnership, state and local, and indirect taxes. The role offers broad responsibility and high visibility within the finance function.

Reporting to the Head of Tax, you will manage tax compliance, reviews by external advisors, and drive process improvements, including M&A tax due diligence and integration support.

Qualifications

• Bachelor's degree in Accounting, Finance, Business, or related discipline.
• 5+ years of progressive tax experience in public accounting and/or corporate tax.
• Strong knowledge across corporate income tax, partnership taxation, state and local tax, and indirect taxes.
• Experience reviewing tax filings and deliverables prepared by external accounting or advisory firms.
• CPA preferred; advanced Excel; Power BI or SharePoint beneficial.
• Ability to explain complex tax matters to non-tax stakeholders.

Responsibilities

• Oversee federal, state, local, and indirect tax compliance across entities.
• Review tax returns, workpapers, calculations, and positions from external advisors.
• Advise Accounting, Finance, Treasury, Legal, and other functions on tax matters.
• Manage non-income tax obligations including excise, sales/use, and gross receipts taxes.
• Coordinate tax audits and examinations with external advisors and authorities.
• Develop and enhance tax processes, controls, and documentation.
• Prepare tax forecasts, models, and reporting dashboards.
• Supervise external tax advisory relationships and deliverables.
• Research changes in tax legislation and assess implications.
• Support tax provision processes and quarterly/annual closes.
• Participate in M&A tax due diligence and integration activities.

Skills

Corporate tax

State & Local tax

Tax compliance

Tax provision

M&A tax due diligence

Excel

Power BI

Education

Bachelor's degree in Accounting, Finance, or related field

Tools

Power BI

SharePoint

Excel

Job description

Oliver James Group, in partnership with a national insurance organization, seeks a Tax Manager in the United States to oversee corporate, partnership, state and local, and indirect taxes. The role offers broad responsibility and high visibility within the finance function.

Reporting to the Head of Tax, you will manage tax compliance, reviews by external advisors, and drive process improvements, including M&A tax due diligence and integration support.