CareerPlan

Manager, Financial Services Tax (Insurance)

New York, NY, USFull-time2026-11-05 → 2026-11-09

Core

Manage insurance tax consulting engagements, compliance, and financial reporting for property & casualty and life insurance clients.

Role type

Manager, Financial Services Tax (Insurance)

Builds

Tax compliance filings, tax provision calculations, and strategic tax solutions for insurance companies.

Domain

Insurance taxation and financial services

Deliverable

client delivery

Required skills

Insurance tax expertise, Subchapter L knowledge, tax compliance management, ASC 740/SSAP 101 reporting, project management, client relationship management, business development support

Preferred skills

CPA or JD, LLM in accounting/tax, Big 4 or Big Law experience

Technologies

Tax compliance systems

Responsibilities

Manage execution of insurance tax consulting engagements, lead tax compliance and provision engagements, mentor team members, build client relationships, manage engagement deliverables and budgets, support business development efforts

Seniority

Manager, hands-on IC with team leadership