Tax Senior Manager - Financial Services - Insurance
About The Position
We are the leading provider of professional services to the middle market globally, our purpose is to instill confidence in a world of change, empowering our clients and people to realize their full potential. Our exceptional people are the key to our unrivaled, culture and talent experience and our ability to be compelling to our clients. You’ll find an environment that inspires and empowers you to thrive both personally and professionally. There’s no one like you and that’s why there’s nowhere like RSM. RSM is looking for a Tax Senior Manager to join our Financial Services Insurance team. Our insurance practice teams on a national basis working with colleagues around the country.
Requirements
- Bachelor’s degree in accounting or business-related field
- Active CPA license in one’s principal place of business/home state, licensed attorney or Enrolled Agent
- Minimum of 8 years of experience in public accounting or similar experience focused on the insurance industry
- Ability to work closely with clients to answer questions or to collect necessary information for tax service requirements
- Experience with one or more of the following: C-Corps, S-Corps or Partnerships
- Effective verbal and written communication skills
Nice To Haves
- Working knowledge of tax code and technical aspects of tax preparation and compliance for insurance carriers, brokers and similar organizations
- Strong technical skills in accounting and tax preparation
- Ability to handle multiple tasks simultaneously
- Experience preparing or reviewing accounting for income taxes in accordance with ASC 740 and SSAP 101
- Experience in dealing with international tax matters a plus
Responsibilities
- May have people leadership responsibilities
- Train and develop staff members
- Provide tax technical guidance on insurance related issues
- Work on multiple complex issues while communicating in a non-technical manner to facilitate communication between the client and the service team while managing the risk for both the client and the firm
- Serve as the Tax client service coordinator for appropriate clients
- Advise clients on a full spectrum of corporate tax services, including planning, research, compliance, and general mergers and acquisitions activities
- Reviewing research findings and ensure conclusions are consistent with firm policies and professional standards
- Assist with new business development, extended service and tax issue recognition for existing clients
- Manage corporate client needs with respect to tax services and federal and state tax compliance
- Remain up to date on current tax practices and changes in tax law
Benefits
- Competitive benefits and compensation package
- Flexibility in your schedule
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What This Job Offers
Job Type
Full-time
Career Level
Senior
