Oliver James is currently partnering with a rapidly growing, national insurance organization looking to appoint a Tax Manager to its expanding finance function.

This is an excellent opportunity for an ambitious tax professional looking to transition into a highly visible, commercially focused position with broad responsibility across corporate tax, partnership taxation, state and local tax, and indirect taxes.

Reporting directly to the Head of Tax, this individual will play a critical role in overseeing tax compliance and reporting, managing external advisors, and serving as a trusted tax resource to stakeholders across the organization.

This role offers the opportunity to influence business decisions, improve existing processes, and support strategic initiatives, including M&A activity.

Responsibilities:

• Oversee federal, state, local, and indirect tax compliance across multiple entities and jurisdictions.

• Review tax returns, workpapers, calculations, and technical positions prepared by external tax advisors, ensuring accuracy and regulatory compliance.

• Act as an internal tax subject matter expert, advising Accounting, Finance, Treasury, Legal, and other business functions on tax-related matters.

• Manage various non-income tax obligations, including federal excise tax, sales and use tax, personal property tax, gross receipts taxes, and business licenses.

• Coordinate tax audits and examinations, working with external advisors and regulatory authorities to resolve inquiries.

• Develop and enhance tax processes, internal controls, and documentation to improve operational efficiency.

• Prepare and maintain tax forecasts, analytical models, and reporting dashboards.

• Oversee external tax advisory relationships, ensuring timely and accurate deliverables.

• Research changes in tax legislation and assess potential implications for the organization.

• Review tax account reconciliations and support quarterly and annual tax provision processes.

• Participate in M&A-related activities, including tax due diligence, transaction support, and post-acquisition integration.

Qualifications:

• Bachelor’s degree in Accounting, Finance, Business, or a related discipline.

• 5+ years of progressive tax experience within public accounting and/or a corporate tax function.

• Strong technical knowledge across corporate income tax, partnership taxation, state and local tax, and indirect taxes.

• Experience reviewing tax filings and deliverables prepared by external accounting or advisory firms.

• Demonstrated ability to develop, document, and improve tax procedures and internal controls.

• Strong understanding of U.S. federal, state, and local tax regulations.

• Experience with tax provisions and tax accounting is highly desirable.

• Exposure to M&A tax due diligence and integration is advantageous.

• CPA preferred.

• Advanced Excel skills; familiarity with Power BI, SharePoint, or similar analytical tools is beneficial.

• Strong communication skills with the ability to explain complex tax matters to non-tax stakeholders.

To be considered for this opportunity, please apply using the prompts provided. Alternatively, please reach out to Adam Salvadori at [email protected].

Please note that given the number of applicants only those candidates with the relevant skill set can be considered.