Tax Manager - Insurance Tax
About The Position
Are you a strategic and creative tax manager who likes leading teams to solve complex federal tax issues? Do phrases like “accounting for income taxes,” “tax restructuring,” and “tax controversy” pique your interest? Do you enjoy developing client relationships and providing federal tax compliance and consulting services to a variety of clients in the insurance and financial services industries? If you answered “Yes” to any of these questions, you should consider a career in Deloitte’s Business Tax Services (Insurance Industry) practice! As a Tax Manager in our Business Tax Services Insurance group, you’ll provide federal tax consulting and compliance services to a diverse portfolio of insurance clients. You’ll build trusted client relationships, lead complex engagements, and collaborate with specialists across international, state, transfer pricing, investment tax, and M&A. You’ll also oversee engagement workflow, resources, billing, and team development while helping identify tax strategies and planning opportunities through technology-enabled solutions. Supported by firm leadership and a collaborative network of professionals, you’ll stay current on insurance-industry developments and deliver timely, high-quality service that advances both client and team success.
Requirements
- Ability to perform job responsibilities within a hybrid work model that requires US Tax professionals to co-locate in person 2-3 days per week
- Bachelor's degree in accounting, finance, or related field.
- 5+ years’ experience in federal taxation.
- Experience managing and developing both client service relationships and engagement teams, local and remote.
- Proficient in using tax code and regulations.
- Strong knowledge of Generally Accepted Accounting Principles (GAAP), Statements of Statutory Accounting Principles (SSAP), and related pronouncements such as Accounting Standards Codification Topic 740: Income Taxes (ASC 740) and Statement of Statutory Accounting Principles No. 101 (SSAP 101).
- Technologically inclined, with the ability to articulate complex tax issues in a simplified manner across all levels of an organization.
- Limited immigration sponsorship may be available
- Ability to travel up to 25%, on average, based on the work you do and the clients and industries/sectors you serve
- Licensed CPA in state of practice/primary office if eligible to sit for the CPA
- Licensed attorney
- Enrolled Agent
- Chartered Financial Advisor (CFA)
- Certified Financial Planner (CFP)
Nice To Haves
- Advanced degree such as Masters of Tax, JD, and/or LLM.
- Previous Big 4 or large CPA firm experience.
- Experience in the Insurance Industry and proficiency with SSAP 101.
Responsibilities
- Provide federal tax consulting and compliance services to a diverse portfolio of insurance clients.
- Build trusted client relationships.
- Lead complex engagements.
- Collaborate with specialists across international, state, transfer pricing, investment tax, and M&A.
- Oversee engagement workflow, resources, billing, and team development.
- Identify tax strategies and planning opportunities through technology-enabled solutions.
- Stay current on insurance-industry developments.
- Deliver timely, high-quality service that advances both client and team success.
- Manage and develop both client service relationships and engagement teams, local and remote.
- Mentor and provide clear guidance to others.
Benefits
- Discretionary annual incentive program
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What This Job Offers
Job Type
Full-time
Career Level
Manager
