Deloitte

Tax Manager - Insurance Tax

Deloitte$100K — $205K *
Finance & Insurance
5 - 7 years of experience
Job Overview by Ladders

Qualifications

  • 5+ years of experience in federal taxation.
  • Bachelor's degree in accounting, finance, or a related field.
  • Proficient in applicable tax code, GAAP, and SSAP.
  • Experience managing and developing client relationships and teams.
  • Strong technological skills for tax issue articulation and analysis.
  • Ability to work in a hybrid model, co-locating 2-3 days per week.
  • One of the following active accreditations: CPA, attorney, Enrolled Agent, or relevant certifications.

Responsibilities

  • Maintain and strengthen client relationships within the insurance sector.
  • Oversee complex tax compliance and consulting projects for various entities.
  • Manage engagement workflow, resources, and billing while mentoring team members.
  • Consult with other service lines on diverse tax issues for organized objectives.
  • Stay updated and educate on trends in the insurance industry.
  • Deliver timely and professional services to clients.

Benefits

  • Comprehensive benefits package including healthcare and retirement plans.
  • Inclusive culture that values unique perspectives and contributions.
  • Opportunities for professional development and mentorship.
  • Access to a strong support system from firm leadership.
  • Flexible working opportunities in a hybrid environment.
Full Job Description
As a Tax Manager within the Business Tax Services Insurance group, you will provide federal tax consulting and compliance services to a diverse client base in various industry sectors. You will work directly with the client, manage the tax engagement team, have access to an elite group of specialists when needed, and be connected to a strong support system from firm leadership to ensure you are set up for success in your role and career. Responsibilities will include:
  • Maintaining and developing strong client relationships on various federal tax consulting/compliance engagements within the insurance industry.
  • Overseeing complex federal tax compliance and consulting projects requiring tax analysis for a variety of entities and their affiliates and ensuring the integrity of tax results using technology solutions, as well as supporting the development and implementation of tax strategies and planning opportunities.
  • Managing engagement workflow, engagement team resources, and engagement billing while providing leadership, counseling, and career guidance for the development and motivation of the engagement team.
  • Consulting with other service lines and peers to address tax issues and meet organizational objectives; particularly in the areas of international tax, state tax, transfer pricing, investments tax and M&A.
  • Staying abreast, and educating others, of trends and developments within the insurance industry.
  • Delivering professional and timely services to internal and external customers.
The Team

At Deloitte, our tax consultants provide a full-range of tax services to clients. We help our clients combine tax data, processes, technology, and people in new ways to uncover valuable business insights and arrive at smarter solutions to business challenges. Our team members work collaboratively and apply their specialized knowledge and experience to help clients navigate past complex tax and financial reporting issues. We offer deep insights into their business practices and procedures and help them make more informed decisions to enhance their business' efficiencies. Learn more about Deloitte Tax.

Qualifications

Required:
  • 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
  • One of the following active accreditations obtained:
    • Licensed CPA in state of practice/primary office if eligible to sit for the CPA
    • If not CPA eligible:
      • Licensed attorney
      • Enrolled Agent
      • Certifications:
        • Chartered Financial Advisor (CFA)
        • Certified Financial Planner (CFP)
Preferred:
  • 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.
The wage range for this role takes into account the wide range of factors that are considered in making compensation decisions including but not limited to skill sets; experience and training; licensure and certifications; and other business and organizational needs. The disclosed range estimate has not been adjusted for the applicable geographic differential associated with the location at which the position may be filled. At Deloitte, it is not typical for an individual to be hired at or near the top of the range for their role and compensation decisions are dependent on the facts and circumstances of each case. A reasonable estimate of the current range is $100,350 to $205,000

You may also be eligible to participate in a discretionary annual incentive program, subject to the rules governing the program, whereby an award, if any, depends on various factors, including, without limitation, individual and organizational performance.

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Benefits

At Deloitte, we know that great people make a great organization. We value our people and offer employees a broad range of benefits. Learn more about what working at Deloitte can mean for you.

Our people and culture

Our inclusive culture empowers our people to be who they are, contribute their unique perspectives, and make a difference individually and collectively. It enables us to leverage different ways of thinking, ideas, and perspectives, and bring more creativity and innovation to help solve our clients' most complex challenges. This makes Deloitte one of the most rewarding places to work.

Our purpose

Deloitte's purpose is to make an impact that matters for our people, clients, and communities. At Deloitte, purpose is synonymous with how we work every day. It defines who we are. Our purpose comes through in our work with clients that enables impact and value in their organizations, as well as through our own investments, commitments, and actions across areas that help drive positive outcomes for our communities. Learn more.

Professional development

From entry-level employees to senior leaders, we believe there's always room to learn. We offer opportunities to build new skills, take on leadership opportunities and connect and grow through mentorship. From on-the-job learning experiences to formal development programs, our professionals have a variety of opportunities to continue to grow throughout their career.

As used in this posting, "Deloitte" means Deloitte Tax LLP, a subsidiary of Deloitte LLP. Please see https://www.deloitte.com/us/about for a detailed description of the legal structure of Deloitte LLP and its subsidiaries. Certain services may not be available to attest clients under the rules and regulations of public accounting.

Requisition code: 353837

Job ID 353837

About Deloitte

Deloitte is a multinational professional services network that provides audit, tax, consulting, enterprise risk and financial advisory services. The company was founded in London in 1845 and has since grown to become one of the largest professional services firms in the world. Deloitte has over 330,000 employees in more than 150 countries and territories. The company's mission is to help clients achieve their goals and make an impact that matters in their businesses and communities.
Learn more about Deloitte
Size
330,000 employees
Industry
Founded
1999

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