Tax Manager

Bankers Financial Corporation

$90K — $120K *
Finance & Insurance
5 - 7 years of experience
Job Overview by Ladders

Qualifications

  • Minimum five years of recent corporate income tax experience; insurance industry experience preferred.
  • Bachelor's degree from an accredited institution.
  • Preferred professional designation: CPA, JD/LLM, or MST.
  • Experience with corporate taxation and ASC 740 tax provisions.
  • Proven ability to manage multiple concurrent tax processes and deadlines.

Responsibilities

  • Oversee the end-to-end income tax compliance, including federal and state tax returns and payments.
  • Manage and review work of external tax providers for accuracy and compliance.
  • Coordinate data collection from internal finance teams for tax documentation.
  • Review and validate tax calculations and apportionment schedules from external providers.
  • Monitor and handle tax notice resolutions in collaboration with external services.
  • Collaborate with the accounting team on monthly tax provision calculations.
  • Stay current on legislative tax developments to assess their impact on company tax positions.

Benefits

  • Onsite work required four days a week at downtown St. Petersburg headquarters.
  • Collaborative work environment with strong interaction across finance and tax teams.
  • Access to professional development opportunities in tax compliance and accounting practices.
Full Job Description
Location: St. Petersburg, FL - Must be able to work onsite at our downtown St. Petersburg headquarters four days per week, effective immediately.

Responsibilities:

Tax Compliance & Reporting
• 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.

Tax Accounting & Financial Reporting
• 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.

Tax Planning & Risk Management
• 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.

Qualifications:
• Minimum five years of recent corporate income tax experience in an accounting firm or other large corporate tax department; insurance industry experience preferred.
• Bachelor's degree from an accredited college/university.
• Professional designation preferred: CPA, JD/LLM, or other relevant tax credential (e.g., MST).
• 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.

Skills and Competencies:
• 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.

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