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Cherry Bekaert Tax Manager (Insurance) - Any Location in Louisville, Kentucky

Description

Ranked among the largest accounting and consulting firms in the country and consistently a Great Place to Work (https://www.cbh.com/firm-news/cherry-bekaert-earns-2023-great-place-to-work-certification/#::text=%E2%80%9CGreat%20Place%20To%20Work%20Certification,at%20Great%20Place%20To%20Work.) , Cherry Bekaert delivers innovative advisory, assurance, and tax services to our clients. We are proud to foster a collaborative environment focused on enabling your career growth and continuous professional development. Our Core Tax Services (https://www.cbh.com/services/tax/) team is seeking a Tax Manager with insurance industry experience in any of our markets.

The ideal candidate will have a deep understanding of the insurance industry, tax accounting, and regulatory requirements. This role requires a strategic thinker with strong leadership and problem-solving abilities to oversee the preparation and review of complex tax returns, tax provisions, and related compliance matters. The successful candidate will manage the client’s tax compliance needs, anticipate tax and business issues, and recognize tax planning opportunities. Candidates should be accustomed to working as the main point of contact with the client and will be comfortable in managing workflows, deadlines, deliverables, and client communications. This role will also be responsible for training and developing less experienced professional staff.

As a Tax Manager, you will:

  • Oversee the preparation and review of Form 1120-PC (U.S. Property and Casualty Insurance Company Income Tax Returns) and Form 1120-L (U.S. Life Insurance Company Income Tax Returns)

  • Ensure compliance with federal, state, and local tax laws and regulations

  • Manage tax provision calculations and analysis, including the application of SSAP No. 101 and ASC 740

  • Coordinate with internal and external auditors on tax-related matters

  • Research and analyze complex tax issues

  • Develop and implement tax strategies to optimize tax efficiency

  • Lead and mentor a team of tax professionals

  • Build and maintain strong relationships with internal and external stakeholders

What you bring to the role:

  • Bachelor's degree in Accounting, Finance, or related field

  • CPA or ability to obtain the CPA

  • Minimum of 4+ years of experience in insurance tax compliance

  • In-depth knowledge of Form 1120-PC and 1120-L

  • Strong understanding of insurance statutory accounting principles and NAIC annual statement filings

  • Expertise in the differences between statutory and taxable income for insurance companies

  • Experience with C-corporation consolidated returns, preferably including life/non-life mixed groups

  • Proven ability to manage complex tax projects and meet deadlines

  • Strong analytical and problem-solving skills

  • Excellent communication and interpersonal skills

  • Leadership and team management experience

What you can expect from us:

  • Shared values, including uncompromising integrity, a passion for excellence, and mutual respect

  • The opportunity to innovate and do work that motivates and engages you

  • Flexibility to do impactful work and enjoy your life outside of work, including a firmwide week off for the 4th of July

  • A collaborative environment focused on your career growth and continuous professional development

  • Competitive compensation and a total rewards package that focuses on all aspects of your wellbeing

About Cherry Bekaert

Cherry Bekaert, ranked among the largest assurance, tax and advisory firms in the U.S., serves clients across industries in all 50 U.S. states and internationally. “Cherry Bekaert” is the brand name under which Cherry Bekaert LLP and Cherry Bekaert Advisory LLC, independently owned entities, provide professional services in an alternative practice structure in accordance with applicable professional standards. Cherry Bekaert LLP is a licensed CPA firm that provides attest services, and Cherry Bekaert Advisory LLC and its subsidiary entities provide business advisory and non-attest services spanning the areas of transaction advisory, risk and accounting advisory, digital solutions, cybersecurity, tax, benefits consulting, and wealth management. For more details, visit cbh.com/disclosure .

Cherry Bekaert cares about our people. We offer competitive compensation packages based on performance that recognize the value our people bring to our clients and our Firm. The salary range for this position is $95,475-$171,900. Individual salaries within this range are determined by a variety of factors including but not limited to education, experience, knowledge, skills, and geographic location. In addition, we offer a comprehensive, high-quality benefits program (https://careers.cbh.com/wp-content/uploads/sites/2/2021/02/Benefits-Snapshot_February-2021.pdf) which includes annual bonus, medical, dental, and vision care; disability and life insurance; generous Paid Time Off; retirement plans; Paid Care Leave; and other programs that are dedicated to enhancing your personal and work life and providing you and your family with a measure of financial protection.

Cherry Bekaert provides equal employment opportunities to applicants and employees without regard to race, color, religion, age, sex, sexual orientation, gender identity/expression, national origin, protected veteran status, disability status, or any other legally protected basis, in accordance with applicable law.

Candidates must demonstrate eligibility to work in the United States. Cherry Bekaert will not provide work sponsorship for this position.

Cherry Bekaert LLP and Cherry Bekaert Advisory LLC are members of Allinial Global, an accountancy and business advisory global association. Visit us at cbh.com/careers and follow us on LinkedIn (https://www.linkedin.com/company/cherrybekaert/) , Glassdoor (https://www.glassdoor.com/Overview/Working-at-Cherry-Bekaert-EI_IE31120.11,25.htm) , Instagram (https://www.instagram.com/cherrybekaert) , Twitter (https://twitter.com/cherrybekaert) and Facebook (https://www.facebook.com/CherryBekaertCB) .

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