Tax Senior Manager

100 CRC Insurance Group, LLC; Charlotte (NC); On-site; USD 150,000 - 230,000; Full time

Benefits offered by this job

Medical, dental, vision, life, and AD&

401(k) with company match

Paid time off / holidays

Job summary

100 CRC Insurance Group, LLC seeks a Tax Principal to provide strategic leadership and oversight of tax planning, compliance and advisory activities across the organization in the United States. The role partners with senior leadership to assess tax implications of business decisions and ensures regulatory adherence.

Key duties include directing federal, state and local tax returns, tax provision, audits, international filings, and coordination with external advisors on M&A and tax planning.

Qualifications

• Bachelor’s Degree in Accounting, Finance, or related field; Master’s Degree preferred.
• 8+ years of experience in tax compliance in a corporate environment.
• Strong partnership tax experience; tax research and planning experience.

Responsibilities

• Manage federal and state tax returns and informational reporting.
• Prepare Partnership Allocation modeling.
• Oversee outsourced partnership tax filings and international tax filings.
• Assist with quarterly and annual tax provision (ASC 740).
• Provide tax guidance to internal and external stakeholders, including investors and finance teams.
• Support external advisors on M&A and tax planning activities.
• Monitor changes in tax legislation across jurisdictions and implement changes.
• Coordinate with tax authorities to address complex issues and ensure compliance.

Skills

Leadership

Tax expertise

Analytical skills

Communication

Education

Bachelor's Degree in Accounting/Finance

Master's degree preferred

CPA certification preferred

Tools

ONESOURCE

Checkpoint

Job description

Tax Principal

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:

• 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.

Regular or Temporary: Regular

Work Shift: 1st Shift (United States of America)

Regular Language Fluency: English (Required)

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

Pay Transparency Nondiscrimination Provision

E-Verify