Premium Tax Manager

About the Opportunity

Our client is a well-established specialty property & casualty insurance organization undergoing an exciting transformation following a recent acquisition. They are seeking a Premium Tax Manager to lead premium tax compliance, statutory reporting, and process integration efforts across the combined organization.

This is a highly visible leadership role that offers the opportunity to modernize tax processes, partner with senior leadership, and help shape the future of the tax function. The position is approximately 75% oversight and leadership / 25% hands-on execution, managing two direct reports while overseeing a third-party premium tax vendor.

Key Responsibilities

• Lead premium tax compliance, including state premium tax filings, assessments, surcharges, and related reporting requirements.
• Oversee quarterly and annual tax reporting, including GAAP and statutory reporting considerations.
• Manage premium tax calendars and ensure timely, accurate filings across multiple jurisdictions.
• Partner with Accounting, Finance, Claims, Operations, and IT to ensure accurate tax reporting and compliance.
• Supervise and develop two direct reports while managing the relationship with an external premium tax vendor.
• Support tax research, planning initiatives, and regulatory compliance across multiple states.
• Assist with SOX controls, internal and external audits, and responses to tax authorities.
• Drive process improvements, automation initiatives, and systems enhancements, including Premium Pro implementation.
• Analyze tax data, perform reconciliations, accruals, and ad hoc reporting for leadership.
• Help integrate tax processes and reporting across multiple business entities while establishing standardized workflows and controls.

Qualifications

• Bachelor’s degree in Accounting, Finance, or a related field.
• 5-10 years of tax or accounting experience.
• 2-3 years of leadership or people management experience.
• Strong multi-state tax experience is required.
• Backgrounds considered include:
  • Premium Tax / Insurance Tax (preferred)
  • Indirect Tax (Sales & Use, Gross Receipts, SALT)
  • Corporate Tax with significant multi-state exposure
  • Public Accounting (Big 4 or regional firms) with tax specialization
• Insurance industry experience is strongly preferred but not required.
• Experience managing projects, teams, or third-party vendors.
• Knowledge of GAAP tax reporting and/or statutory accounting principles.
• Experience with tax reporting systems such as Premium Pro, Oracle, or similar platforms is a plus.
• Strong analytical, communication, and problem-solving skills with a process improvement mindset.

Why This Opportunity?

• Lead the integration and transformation of the premium tax function following a major acquisition.
• High visibility with executive leadership and significant ownership over key initiatives.
• Opportunity to implement and optimize Premium Pro and modernize tax processes.
• Broad exposure across premium tax, indirect tax, statutory reporting, and operational tax leadership.
• Collaborative environment with clear opportunities for long-term career growth.

If you are qualified and interested, please apply and reach out to [email protected].