Tax Senior Manager | Insurance (Remote) in Work From Home at CBIZ

Date Posted: 1/10/2023

Job Snapshot

Job Description

With over 100 offices and nearly 6,000 associates throughout the U.S. CBIZ (NYSE: CBZ) delivers top-level financial and employee business services to organizations of all sizes, as well as individual clients, by providing national-caliber expertise combined with highly personalized service delivered at the local level. 

CBIZ has been honored to be the recipient of several national recognitions:  

  • Top 101 2021 Best and Brightest Companies to Work For in the Nation
  • 2022 Top Workplaces USA
  • 2021 America's Best Mid-Size Employers
  • 2021 Best and Brightest Companies in Wellness
  • 2022 Great Place to Work Certification 

Together, CBIZ and Mayer Hoffman McCann P.C. (MHM) are ranked as one of the top providers of accounting services in the United States. MHM is an independent CPA firm that provides audit, review and attest services, while CBIZ provides, business consulting, tax and financial services.  

CBIZ & MHM New England is part of the 10th largest accounting, tax, and advisory services provider in the nation. Our two New England offices are located in Boston and Providence and have over 240 people, including over 40 Managing Directors. We uniquely combine national resources with local decision-making by experienced, New England-based professionals who are dedicated to strengthening our clients' financial positions. 

This opportunity can be available on a remote basis!

Job Purpose

  • We are seeking candidates with insurance tax experience who are interested in providing consulting and co-sourcing (tax accounting and compliance) services for insurance industry clients
  • Working with CBIZ team members and client personnel virtually or at the client location.
  • In co-sourcing engagements, Team members are responsible for assisting with all aspects of an In-House tax function including assisting with transactional matters, managing multiple internal and external professional resources, as well as federal, state and foreign compliance and various special projects
  • We offer an opportunity to work on rewarding, high profile clients with exposure to interesting technical matters using a team approach that allows for great work life balance in a friendly, supportive environment 
  • This opportunity offers high potential for ultimate advancement to Partner level

Essential Functions and Primary Duties

  • Utilize working knowledge of the insurance industry along with demonstrated insurance tax technical skills to provide value-added consulting and compliance products to our insurance clients
  • Implement business development strategies at existing clients and targets
  • Able and willing to work at client location when conditions are safe, but remote or hybrid arrangements will be considered.
  • Research, analyze and develop solutions for various client business issues
  • Effectively manage teams and develop strong and long lasting client relationships
  • Drive a team environment; demonstrate support of management decisions and builds a positive culture
  • Additional responsibilities as assigned

Preferred Qualifications

  • Bachelor’s degree in Accounting or other relevant field required
  • Master’s degree in Accounting or Taxation preferred

Qualifications Required

  • 8 years of experience in public accounting or related field
  • 5 years of managerial experience
  • CPA license required
  • Ability to manage deadlines, work on and prioritize multiple assignments
  • Superior verbal and written communication skills
  • Proficient use of Microsoft Office tools, tax research databases and tax compliance processing software
  • Some travel may be required based on client needs and location, but remote or hybrid situations will be considered.
  • Multiple years of experience working with insurance company financial statements, tax returns and tax issues
  • Quality focused


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CBIZ is an affirmative action-equal opportunity employer and reviews applications for employment without regard to the applicant’s race, color, religion, national origin, ancestry, age, gender, gender identity, marital status, military status, veteran status, sexual orientation, disability, or medical condition or any other reason prohibited by law. If you would like more information about your EEO rights as an applicant under the law, please visit these following pages EEO is the Law and EEO is the Law Supplement.