Tax Senior Manager

CRC Insurance Services, Inc.; Charlotte (NC); On-site; USD 140,000 - 190,000; Full time

Benefits offered by this job

Medical insurance

Dental insurance

Vision insurance

Life insurance

Disability insurance

401(k) with company match

Paid time off

Restricted stock units

Deferred compensation plan

Job summary

CRC Group in Charlotte, NC is seeking a Tax Senior Manager to oversee federal, state, and local tax strategy, compliance, and advisory services across multiple jurisdictions. You will lead the preparation of returns, audits, and tax provision work, while partnering with senior leadership to assess tax implications of business decisions.

Ideal candidates have 8+ years in tax, strong partnership tax experience, and expertise with ONESOURCE and Checkpoint.

Qualifications

• Bachelor’s Degree in Accounting, Finance, or a related field required; Master’s Degree preferred.
• Minimum of 8 years of experience in tax compliance, preferably in a corporate environment.
• Must have strong partnership tax experience.
• Experience with tax research and tax planning.
• Experience with Thomson Reuters ONESOURCE and Checkpoint

Responsibilities

• Manage in-house preparation, review, and filing of federal and state tax returns and informational reporting
• Prepare Partnership Allocation modeling
• Oversee outsourced preparation, review, and filing of partnership tax returns and informational reporting
• Oversee outsourced international tax filings
• Assist with quarterly and annual tax provision (ASC 740)
• Provide guidance on tax matters to internal and external stakeholders
• Support external advisors with M&A and tax planning
• Monitor changes in tax legislation across jurisdictions
• Conduct and manage tax audits and notices
• Coordinate with external advisors and tax authorities to address complex tax issues

Skills

Strategic leadership

Tax research

Communication

Project management

Partnership tax

Education

Bachelor's degree in accounting/finance

Master's degree preferred

Tools

ONESOURCE

Checkpoint

Microsoft Office

Job description

Charlotte NC - 600 S Tryon St.

Full time

R0000003035

Regular or Temporary:

Regular

Language Fluency:

English (Required)

Work Shift:

1st Shift (United States of America)

Please review the following job description:

The Tax Principal provides strategic leadership and oversight of all tax planning, compliance, and advisory activities for the organization. This role ensures adherence to regulatory requirements, develops tax-efficient strategies, and partners with senior leadership to assess tax implications of business decisions. The position requires expert-level technical knowledge, influencing skills, and the ability to lead high-complexity tax projects across multiple jurisdictions.

JOB SUMMARY

The Tax Senior Manager is responsible for overseeing and managing all aspects of federal, state and local tax strategy for the organization across multiple jurisdictions in the United States. This role involves overseeing the preparation and filing of tax returns, handling audits, conducting tax research, and providing strategic tax planning and advisory services. The Tax Senior Manager will report to the Head of Global Tax and work closely with various departments to provide tax guidance, support, and ensure accurate and timely tax filings.

SPECIFIC RESPONSIBILITIES

• Manage the in-house preparation, review, and filing of federal and state tax returns and informational reporting
• Prepare Partnership Allocation modeling
• Oversee and manage the outsourced preparation, review, and filing of partnership tax returns and informational reporting
• Oversee and manage outsourced international tax filings
• Assist with the preparation of the quarterly and annual tax provision (ASC 740)
• Serve as a subject matter expert, providing guidance on tax matters to internal and external stakeholders, including, but not limited to, investors, business divisions, finance, treasury and legal teams
• Support the external advisors assisting with M&A and tax planning activities
• Monitor changes in tax legislation and regulations in various jurisdictions, assessing their impact on the company and ensuring timely implementation of necessary changes.
• Conduct and manage tax audits and notices, including preparing documentation, responding to inquiries, and resolving any issues or discrepancies.
• Coordinate with external advisors and tax authorities to address complex tax issues and ensure compliance with jurisdictional tax requirements.

EDUCATION AND EXPERIENCE

The requirements listed below are representative of the knowledge, skill and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

• Bachelor’s Degree in Accounting, Finance, or a related field required; Master’s Degree preferred.
• Minimum of 8 years of experience in tax compliance, preferably in a corporate environment.
• Must have strong partnership tax experience
• Experience with tax research and tax planning.
• Experience with Thomson Reuters ONESOURCE and Checkpoint

CERTIFICATIONS, LICENSES, REGISTRATIONS

• Certified Public Accountant (CPA) or equivalent certification (preferred).

FUNCTIONAL SKILLS

• Strong knowledge of tax laws and regulations.
• Proficiency in tax software and Microsoft Office Suite.
• Excellent analytical and problem-solving skills.
• Strong communication and interpersonal skills.
• Ability to manage multiple projects and meet deadlines.
• Detail-oriented with a high level of accuracy.
• Leadership and team management skills.

General Description of Available Benefits for Eligible Employees of CRC Group:

At CRC Group, we're committed to supporting every aspect of teammates' well-being – physical, emotional, financial, social, and professional. Our best-in-class benefits program is designed to care for the whole you, offering a wide range of coverage and support. Eligible full-time teammates enjoy access to medical, dental, vision, life, disability, and AD&D insurance; tax-advantaged savings accounts; and a 401(k) plan with company match. CRC Group also offers generous paid time off programs, including company holidays, vacation and sick days, new parent leave, and more. Eligible positions may also qualify for restricted stock units and/or a deferred compensation plan.

CRC Group supports a diverse workforce and is an Equal Opportunity Employer that does not discriminate against individuals on the basis of race, gender, color, religion, citizenship or national origin, age, sexual orientation, gender identity, disability, veteran status or other classification protected by law. CRC Group is a Drug Free Workplace.

EEO is the Law (https://www.eeoc.gov/sites/default/files/2022-10/EEOC_KnowYourRights_screen_reader_10_20.pdf) Pay Transparency Nondiscrimination Provision E-Verify (https://www.e-verify.gov/employees/employee-rights-and-responsibilities)

Join CRC Group, a leader in specialty wholesale insurance, and take your career to new heights. We're a dynamic team dedicated to innovation, collaboration, and excellence.

Why CRC Group?

• Growth: Advance your career with our learning and leadership development programs.
• Innovation: Work in a forward-thinking environment that values new ideas.
• Community: Be part of a supportive team that celebrates success together.
• Benefits: Enjoy competitive compensation, health benefits, and retirement plans.

Who We’re Looking For

We seek passionate individuals who thrive in a fast-paced, collaborative environment. If you value integrity and are driven to succeed, CRC Group is the place for you.