Senior Tax Specialist

Senior Tax Specialist - Insurance and Financial Services

We are partnering with a well-established insurance and financial services organization seeking a Senior Tax Specialist to join its growing Finance team.

This role offers the opportunity to work across corporate tax, financial reporting, audit coordination, and insurance accounting in a highly collaborative environment. The position reports directly to senior finance leadership and provides strong exposure to both GAAP and statutory reporting.

Key Responsibilities:

• Prepare quarterly and annual tax provisions and disclosures for statutory and GAAP entities

• Review Federal and state tax returns and related book-to-tax adjustments

• Review quarterly tax estimates and coordinate timely tax payments

• Respond to Federal and state tax notices and support external tax advisors and auditors

• Research and document tax regulations and assess business impact

• Prepare financial statements and analytics for a captive insurance company

• Coordinate annual audit processes across multiple departments

Qualifications:

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

• CPA or CPA-track preferred

• 2–4+ years of corporate tax and/or insurance accounting experience

• Understanding of GAAP and statutory accounting principles

• Experience with tax provisions, reconciliations, and financial statement preparation

• Strong Excel skills, including pivot tables

• Highly organized with the ability to manage multiple deadlines in a fast-paced environment

This is an excellent opportunity for someone looking to broaden their exposure within a dynamic finance organization and gain hands-on experience across tax, reporting, and insurance operations.

If interested in learning more, please reach out directly to Kyle Archer at

#LI-KA1