Tax Manager (Remote)

PDCM Insurance Inc.; United States; Remote; USD 130,000 - 160,000; Full time

Job summary

A leading insurance services firm is seeking an experienced Tax Manager to oversee tax reporting and compliance for its partner agencies. The role requires a strong background in partnership taxation, and candidates should have 6-8 years of relevant experience. This is a fully remote position with a competitive salary and comprehensive benefits package, emphasizing a collaborative work environment and career growth opportunities.

Benefits

Medical, Dental, and Vision Benefits

Flexible Spending Account (FSA)

Health Savings Account (HSA)

401 (k)

Company paid Short-Term and Long-Term Disability

Paid holidays

Personalized PTO

Qualifications

• 6-8 years of relevant tax experience in CPA or corporate tax department.
• Prior experience with partnership taxation and capital accounts.
• Proven ability to manage multiple projects simultaneously.

Responsibilities

• Manage consolidated tax reporting and compliance activities.
• Develop tax planning initiatives for partner agencies.
• Engage with leadership to communicate important tax matters.

Skills

Interpersonal skills

Analytical skills

Organizational skills

Communication skills

Project management

Education

Bachelor of Science degree in accounting or a business-related field

Tools

Microsoft Outlook Suite

Excel

Job description

About Patriot Growth Insurance Services: Founded in 2019, Patriot Growth Insurance Services (Patriot) is a growth-focused national insurance services firm that partners with employee benefits and property and casualty agencies across the United States. Patriot is ranked as the 24th largest broker in the U.S. by Business Insurance and has been named to the 2024 Inc. 5000 list of fastest-growing companies. With more than 2,100 employees operating in 170 locations and across 48 states, Patriot’s collaborative model delivers resources and strategic support to its agencies. Patriot creates true alignment with its partner agencies, and its operating philosophy fosters enhanced career opportunities for its dedicated and professional team. We are committed to working with like-minded individuals who share our vision of creating an insurance agency focused on operational excellence and a relentless pursuit of growth.

Position Overview: Our company seeks an experienced tax professional with strong partnership taxation reporting and compliance experience to join our corporate accounting team as a Tax Manager. In this position you will be responsible for managing the consolidated tax reporting and compliance activities of Patriot partner agencies. This will also include monthly maintenance of partner agencies’ capital accounts.

Work location – this is a full time, fully remote position, with a preference for qualified tax candidates in the Northeastern or MidAtlantic U.S. regions.

Professional Responsibilities:

• Develop and implement strategic tax planning to address Patriot partner agencies’ tax-related matters efficiently.
• Develop strategic tax planning initiatives to enhance compliance and financial efficiency
• Engage with the Patriot leadership team to convey important tax matters identified and provide expert guidance to a resolution
• Develop a process for calculating and maintaining tax basis balance sheets and income statements for Patriot partner agencies monthly
• Work closely with the accounting and financial reporting team to obtain necessary tax information and support documents
• Review and manage the tax work compiled by external tax consultants including
  • Review K-1 reporting packages and capital account schedules
  • Review of C-Corp and S-Corp tax returns
  • Review of estimated tax payments and partner distributions
  • Organize and track state and local tax payments
• Effectively communicate tax matters identified to Patriot partners and respond to their tax inquiries
• Monitor and manage tax notices and correspondence from federal and state agencies; assess appropriate actions and coordinate resolution with the relevant tax authorities.
• Develop and sustain strong working relationships with internal and external personnel

Qualifications and Requirements:

• Bachelor of Science degree in accounting or a business-related field
• 6-8 years of relevant tax experience working in a CPA firm, a professional services firm, or a large corporate insurance tax department
• Prior work experience with partnership taxation, capital accounts, mergers & acquisitions tax matters
• Ability to develop tax processes and procedures where they were previously undefined
• Proficient with use of Microsoft Outlook Suite tools, including Excel
• Excellent interpersonal and communication skills (both oral and written)
• Ability to manage multiple projects simultaneously on time and within budget
• Strong organizational and analytical skills
• Work well both independently and collaboratively
• Authorized to work in the U.S. without sponsorship now and in the future

Why Patriot Growth Insurance Services: We offer the opportunity to be a part of one of the fastest-growing insurance companies since its inception. We strive to create a flexible and collaborative environment for our employees, and our goal is to provide enhanced career opportunities for our dedicated and professional team. In addition to a competitive salary, we provide a comprehensive health and welfare program to employees, family members and domestic partners. Employees are eligible for benefits coverage the first of the month following 30 days of employment. We offer:

• Medical, Dental, and Vision Benefits
• Flexible Spending Account (FSA) and Health Savings Account (HSA) and Commuter Transit Programs
• Company paid Short-Term Disability, Long-Term Disability and Group Term Life
• Company paid Employee Assistance Program
• Paid holidays
• Personalized PTO
• 401 (k)

Salary Range: $130,000 - $160,000 depending on the candidate’s experience

*A wide salary range is posted for this position, and any job offer is based upon a salary analysis to comply with the required state pay transparency law. The salary analysis considers relevant experience, education, certifications, and seniority as compared to others doing substantially similar work. There is no guarantee an offer will be at the top of the posted range based on the salary analysis.

Patriot Growth Insurance Services is an equal opportunity employer that is committed to diversity and inclusion in the workplace. We prohibit discrimination and harassment of any kind based on race, color, sex, religion, sexual orientation, national origin, citizenship or immigration status, disability, genetic information, pregnancy, or any other protected characteristic as outlined by federal, state, or local laws.

This policy applies to all employment practices within our organization, including hiring, recruiting, promotion, termination, layoff, leave of absence, compensation, benefits, and training. Patriot will make hiring decisions based solely on qualifications, merit, and business needs at the time. For more information, read through our EEO and DE&I Policy located on our website at www.patriotgis.com .