Tax Senior Manager

Posted 7 Days Ago
Be an Early Applicant
Charlotte, NC, USA
In-Office
Senior level
Insurance
The Role
Lead federal, state, and local tax strategy across multiple US jurisdictions. Oversee tax return preparation and filing, manage outsourced and international filings, support ASC 740 tax provision, handle audits and notices, provide tax research and planning, and advise leadership on tax implications for M&A and business decisions.
Summary Generated by Built In

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Regular or Temporary:

Regular

Language Fluency:  English (Required)

Work Shift:

1st Shift (United States of America)

Please review the following job description:

The Tax Principal provides strategic leadership and oversight of all tax planning, compliance, and advisory activities for the organization. This role ensures adherence to regulatory requirements, develops tax-efficient strategies, and partners with senior leadership to assess tax implications of business decisions. The position requires expert-level technical knowledge, influencing skills, and the ability to lead high-complexity tax projects across multiple jurisdictions.

JOB SUMMARY

The Tax Senior Manager is responsible for overseeing and managing all aspects of federal, state and local tax strategy for the organization across multiple jurisdictions in the United States. This role involves overseeing the preparation and filing of tax returns, handling audits, conducting tax research, and providing strategic tax planning and advisory services. The Tax Senior Manager will report to the Head of Global Tax and work closely with various departments to provide tax guidance, support, and ensure accurate and timely tax filings.

SPECIFIC RESPONSIBILITIES

  • Manage the in-house preparation, review, and filing of federal and state tax returns and informational reporting
  • Prepare Partnership Allocation modeling
  • Oversee and manage the outsourced preparation, review, and filing of partnership tax returns and informational reporting
  • Oversee and manage outsourced international tax filings
  • Assist with the preparation of the quarterly and annual tax provision (ASC 740)
  • Serve as a subject matter expert, providing guidance on tax matters to internal and external stakeholders, including, but not limited to, investors, business divisions, finance, treasury and legal teams
  • Support the external advisors assisting with M&A and tax planning activities
  • Monitor changes in tax legislation and regulations in various jurisdictions, assessing their impact on the company and ensuring timely implementation of necessary changes.
  • Conduct and manage tax audits and notices, including preparing documentation, responding to inquiries, and resolving any issues or discrepancies.
  • Coordinate with external advisors and tax authorities to address complex tax issues and ensure compliance with jurisdictional tax requirements.

EDUCATION AND EXPERIENCE

The requirements listed below are representative of the knowledge, skill and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

  • Bachelor’s Degree in Accounting, Finance, or a related field required; Master’s Degree preferred.
  • Minimum of 8 years of experience in tax compliance, preferably in a corporate environment.
  • Must have strong partnership tax experience
  • Experience with tax research and tax planning.
  • Experience with Thomson Reuters ONESOURCE and Checkpoint

CERTIFICATIONS, LICENSES, REGISTRATIONS

  • Certified Public Accountant (CPA) or equivalent certification (preferred).

FUNCTIONAL SKILLS

  • Strong knowledge of tax laws and regulations.
  • Proficiency in tax software and Microsoft Office Suite.
  • Excellent analytical and problem-solving skills.
  • Strong communication and interpersonal skills.
  • Ability to manage multiple projects and meet deadlines.
  • Detail-oriented with a high level of accuracy.
  • Leadership and team management skills.

General Description of Available Benefits for Eligible Employees of CRC Group: At CRC Group, we're committed to supporting every aspect of teammates' well-being – physical, emotional, financial, social, and professional. Our best-in-class benefits program is designed to care for the whole you, offering a wide range of coverage and support. Eligible full-time teammates enjoy access to medical, dental, vision, life, disability, and AD&D insurance; tax-advantaged savings accounts; and a 401(k) plan with company match. CRC Group also offers generous paid time off programs, including company holidays, vacation and sick days, new parent leave, and more. Eligible positions may also qualify for restricted stock units and/or a deferred compensation plan.

CRC Group supports a diverse workforce and is an Equal Opportunity Employer that does not discriminate against individuals on the basis of race, gender, color, religion, citizenship or national origin, age, sexual orientation, gender identity, disability, veteran status or other classification protected by law. CRC Group is a Drug Free Workplace.

EEO is the Law   Pay Transparency Nondiscrimination Provision   E-Verify

Skills Required

  • Bachelor's Degree in Accounting, Finance, or related field
  • Master's Degree
  • Minimum of 8 years of experience in tax compliance (corporate environment preferred)
  • Strong partnership tax experience (351, 704(b), 704(c), 721, 754, 743(b))
  • Experience with tax research and tax planning
  • Experience with Thomson Reuters ONESOURCE and Checkpoint
  • Experience assisting with preparation of quarterly and annual tax provision (ASC 740)
  • Certified Public Accountant (CPA) or equivalent certification
  • Proficiency in Microsoft Office Suite
  • Strong knowledge of tax laws and regulations
  • Experience managing audits, notices, and external advisors
  • Leadership and team management skills
  • Excellent communication and interpersonal skills

CRC Insurance Services Compensation & Benefits Highlights

The following summarizes recurring compensation and benefits themes identified from responses generated by popular LLMs to common candidate questions about CRC Insurance Services and has not been reviewed or approved by CRC Insurance Services.

  • Leave & Time Off Breadth Time off is described as generous, with paid holidays, vacation, sick days, and new parent leave offered. PTO and well‑being hours are often highlighted as standouts.
  • Retirement Support Retirement support includes a 401(k) plan with a company match and tax‑advantaged savings accounts. Feedback suggests these elements provide steady long‑term value.
  • Strong & Reliable Incentives Bonuses, including year‑end awards and incentive pay in some roles, are presented as a meaningful part of total compensation. Feedback suggests production‑linked roles can realize notable bonus upside.

CRC Insurance Services Insights

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The Company
HQ: Charlotte, NC
2,066 Employees
Year Founded: 1982

What We Do

CRC Group is one of the largest wholesale insurance distributors in the U.S. CRC Group consists of three divisions, Commercial Solutions, Group & Individual Solutions, and Specialty Programs. The CRC Group family of brands includes CRC, TAPCO, Insurisk, CRC Programs, 5Star, The ABC Program, Negley, Professional Insurance Concepts, Pro-Praxis, SHU, Target, JH Blades, CRC Voluntary Benefits, Ethos Underwriting Services, and Hanleigh. CRC Group’s insurance offerings and practice groups range from commercial property, casualty, professional lines, small business, transportation, environmental, construction, energy, healthcare, hospitality, manufacturing & distribution, public entity, and real estate, to personal lines, disability, voluntary benefits, and more. CRC Group has the largest collection of actionable data in the wholesale business and we are putting it to use to consistently deliver better outcomes and more efficient results for our clients. We leverage data to provide a better client experience through limits benchmarking reports, amendatory endorsements, comparison tools, form review library, and property risk assessment reports. We have unveiled the REDY platform, which uses data and analytics to help clients win. In addition, we offer products exclusively available from CRC Group through our Insurisk brand. Our Claims Advocacy team is another way we strive to enhance the client experience, our dedicated team is ready to assist even after the policy is placed, we are here to help in the event of a difficult claim, as well. These are just some of the ways CRC Group is placing you first.

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