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Strong Tier-1 brand, mid-level generalist tax manager role, broad skillset and likely metro hiring drive high competition.
Core tax reporting skills are transferable across industries, though insurance specialization increases domain specificity to medium.
Mandatory credential and explicit years requirement increase candidate filtering.
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Lead tax information reporting and withholding engagements covering Forms 1099, 1042-S, 1042, 945, ACA reporting, and related compliance.
Design and improve tax reporting processes using standardization, automation, AI, and operational best practices while managing multiple client engagements, timelines, and budgets.
Coach and develop onshore and offshore teams, build strong client relationships across tax, finance, payroll, legal, and technology functions, and resolve complex compliance issues.
Bachelor's degree required.
Minimum 4 years of professional experience.
Professional credentials required: Certified Public Accountant, Member of the Bar, or other tax, technology, or finance-specific credentials.
Travel up to 20%.
Experienced in managing client engagements focused on tax information reporting and withholding compliance.
Skilled in leveraging automation and AI to enhance tax operational processes and develop standardized reporting.
Proven ability to lead and coach geographically dispersed teams while building cross-functional client relationships in tax, finance, and technology domains.