Tax Manager

Bankers Financial Corp • St. Petersburg, FL

54d • Onsite

About The Position

The Tax Manager will oversee the end-to-end income tax compliance process, including federal and state income tax returns, extensions, and quarterly estimated tax payments. This role involves managing and reviewing the work of external tax providers, coordinating data collection, and reviewing tax positions and calculations. The Tax Manager will also collaborate with the accounting team on the monthly and annual income tax provision (ASC 740), support financial statement disclosures, and maintain tax accounting policies. Additionally, the role involves monitoring tax legislative developments, establishing internal controls, and serving as the primary internal point of contact for tax matters within the Finance department.

Requirements

• Minimum five years of recent corporate income tax experience in an accounting firm or other large corporate tax department
• Bachelor’s degree from an accredited college/university.
• Experience with corporate taxation, consolidations, strong knowledge of ASC 740 and tax provisions.
• Experience managing multiple concurrent tax processes, deadlines, and stakeholders, including external tax service providers.
• Strong technical tax knowledge in corporate and state income taxation and ASC 740.
• Excellent project management skills with the ability to manage a high volume of filings, competing deadlines, and deliverables across federal and numerous state jurisdictions.
• Effective communication skills, both verbal and written, with the ability to clearly articulate tax concepts to non-tax stakeholders.
• Collaborative and team-oriented, able to work effectively with internal finance partners and external advisors.
• Proactive and hands-on, willing to dive into details while maintaining a broader view of risk, compliance, and business objectives.

Nice To Haves

• Insurance industry experience preferred.
• Professional designation preferred: CPA, JD/LLM, or other relevant tax credential (e.g., MST).

Responsibilities

• Oversee the end-to-end income tax compliance process, including: federal and state income tax returns, extensions, and quarterly estimated tax payments.
• Manage and review the work of external tax provider for federal and state income tax filings, ensuring accuracy, completeness, and adherence to applicable tax laws and regulations.
• Coordinate data collection, trial balance information, and supporting schedules from internal finance and accounting teams to provide complete and timely information to external tax provider.
• Review and validate tax positions, calculations, apportionment schedules, and supporting documentation prepared by external providers.
• Monitor and manage tax notice resolution, correspondence with tax authorities, and responses to information requests and audits, in coordination with external providers as needed.
• Work with external auditors, tax advisors, and regulatory bodies to support audits and examinations related to income taxes.
• Collaborate with the accounting team on the monthly annual income tax provision (ASC 740), including current and deferred tax calculations for the consolidated group and legal entities.
• Support the preparation and review of tax provision workpapers, rate reconciliations, and related tax footnote disclosures for U.S. GAAP and Statutory financial statements.
• Maintain and document tax accounting policies, processes, and key controls in coordination with the Controller’s group.
• Assist with forecasts and budgets related to income taxes, including effective tax rate and cash tax projections.
• Serve as the primary internal point of contact for tax matters within the Finance department.
• Monitor federal and state legislative and regulatory developments and assess their impact on the company’s tax position.
• Establish and maintain effective internal controls over tax processes; support documentation and testing, where applicable.
• Maintain a calendar of key tax deadlines and deliverables (returns, estimates, provisions, payments) to ensure all obligations are met timely.

Benefits

• Medical Coverage through Blue Cross Blue Shield, including 100% preventive care and 24/7 telehealth
• Up to $2,000 annual HSA contribution for eligible plans
• 401(k) with automatic enrollment and a competitive, company performance-driven employer match to support your retirement goals
• Highly competitive, generous PTO program with flexible time off, 10 paid holidays, and paid volunteer days to support rest, balance, and community involvement
• Mental health & wellbeing support with a free, confidential Employee Assistance Program
• Company-paid life and disability insurance for added peace of mind
• Dental and vision coverage with strong preventive care
• Education assistance to support your professional growth

What This Job Offers

• Job Type: Full-time
• Career Level: Senior