Tax Manager or Tax Senior - Insurance Company Space - CPA Firm (JR979703)

As a Tax Manager or Tax Senior at our CPA firm, your primary responsibilities include the preparation and review of tax returns for large insurance clients. You'll handle complex multi-state and consolidated tax filings, ensuring compliance with applicable tax regulations. You'll also be expected to deliver exceptional tax services, mentor junior staff, and collaborate with our teams to provide accurate tax planning solutions.

To qualify for the Tax Manager or Tax Senior role, potential candidates should possess a Bachelor’s degree in accounting or a related field with preference given to those with an MA in Taxation. Holding a CPA license or being on track to obtain one is a must. Additionally, 3-5 years of recent public accounting experience, particularly within the insurance industry, will help you excel in this role.

In this role, you will be responsible for the preparation of various detailed tax returns, including but not limited to 1120-PC and 1120-L forms, for our insurance company clients. You'll also handle ASC 740 computations and deal with more complex consolidated corporation, partnership, and individual tax returns. Your expertise will play a vital part in maintaining compliance and avoiding potential tax liabilities.

Absolutely! Our CPA firm provides a competitive benefits package that includes unlimited paid time off, very low premium medical, dental, and vision insurance, and a robust 401(k) plan with matching contributions. In addition to this, we offer tuition reimbursement for CPA exam courses and a culture that promotes work-life balance through various employee engagement activities.

The work environment at our CPA firm is dynamic and flexible. We offer remote work options, hybrid schedules, and a culture that encourages collaboration and continuous learning. You'll find a supportive team atmosphere that values both hard work and fun, illustrated through spontaneous team-building activities, charity contributions, and firm-sponsored events throughout the year.

When answering this question, focus on specific tax returns you've worked on, such as 1120-PC or 1120-L. Share the complexities involved in these tasks and any software tools you utilized to enhance accuracy and efficiency in the preparation process.

Discuss your familiarity with ASC 740, including how it impacts the tax treatment of insurance companies, and provide examples of situations where you've applied this knowledge in tax return preparation or planning.

Explain your methodology for handling multi-state tax issues. Mention any tools or software that help you keep track of the complexities involved and outline your process for ensuring compliance with different state regulations.

Talk about specific challenges like managing inter-company transactions and compliance with various tax requirements. Highlight how you successfully navigated these challenges and any skills you developed in the process.

Provide a situation where you assisted a client with tax planning strategies that resulted in tax savings or compliance benefits. Discuss the steps you took to develop the strategy and the impact it had on your client.

Share your approach to continuous learning by discussing industry publications, online courses, and professional associations you engage with to keep up with ongoing changes in tax laws, especially those impacting insurance companies.

Discuss specific tools you've worked with, like ProSystems FX or CCH engagement, and the advantages they provide in streamlining the tax preparation process. Mention instances where these tools helped you enhance productivity or accuracy.

Outline your strategies for prioritizing tasks and managing your time effectively during peak periods. Talk about how you collaborate with teammates to ensure deadlines are met without compromising quality.

List relevant soft skills such as communication, teamwork, and problem-solving. Provide examples of how these skills have positively influenced your work processes or client interactions.

Share your motivations for focusing on this niche, such as a keen interest in the regulatory aspects of the insurance industry or opportunities for professional growth. Since passion is contagious, express your enthusiasm for the work.