Lead Tax Accountant

Tax Accounting And Reporting Manager

The purpose of this role is to lead the execution of tax accounting, reporting, compliance, and transaction support for QBE North America and QBE Capital. This role is accountable for turning complex tax and financial data into accurate, timely deliverables across quarterly provision, statutory reporting, federal and state income tax compliance, tax audits, controls, and legal entity activity. Leverage tax systems, automation, offshore resources, and cross functional partnerships to strengthen controls, standardize processes, and improve delivery quality.

This role provides technical direction and review to internal and offshore team members and is expected to operate with ownership, judgement, and limited supervision.

Location:

New York City, New York;
Madison, Wisconsin;
Chicago, Illinois

Work Arrangement:
This role is hybrid, where you will be expected to be in the office 2-3 days per week.

The salary range for this role is: $ - $

Your New Role:

• Prepare/review quarterly tax provisions, including tax reconciliations and tax calculations.
• Prepare/review relevant local income tax returns, work papers, and calculations of quarterly estimates and extensions, and remit payments and forms to taxing authorities.
• Analyze tax issues related to acquisitions or disposals, including structuring and due diligence.
• Manage relevant tax authority audits.
• Champion process improvement by evaluating current processes, identifying weaknesses, and implementing new procedures.
• Support team member development by assisting with integration of new associates, sharing knowledge, and providing recommendations on best practices.
• Advise on tax matters relating to operations, ensuring high-quality advice and guidance is given.
• Maintain strong relationships with stakeholders, tax authorities, and auditors to ensure service delivery meets expectations.
• Monitor tax legislation, regulations, and rulings, interpreting and communicating to ensure compliance and obligations are met.

Required Qualifications

• Tertiary Degree or equivalent combination of education and work experience.

Preferred Experience

• Relevant corporate insurance tax experience
• Strong technical tax judgement, ownership mindset, and the ability to operate through ambiguity without losing control of deadlines or details
• Ability to convert complex tax issues into practical workplans, clear documentation, reviewable calculations, and timely deliverables
• Ability to lead through influence by setting standards, reviewing work, coaching team members, and holding internal and offshore resources accountable
• Commitment to continuous improvement, stronger controls, better data integrity and quality, and repeatable processes that reduce dependency on manual inputs
• Ability to manage and resolve ad hoc tax matters and special projects as they arise
• Experience in tax department of a property and casualty insurance company or Big 4 accounting firm working with property and casualty insurance companies
• Experience with insurance tax reporting, statutory tax accounting, Subchapter L, SSAP 101, ASC 740, consolidated federal returns, state income tax reporting, tax accounting controls, and legal entity separate reporting for captives and cells
• Experience supporting acquisitions, dispositions, restructuring, tax due diligence, tax basis analysis, and post-close integration

Preferred Competencies/Skills

• Appropriately prioritize assigned tasks to ensure timely goal achievement; ability to independently manage multiple priorities effectively
• Create and maintain current, accurate and readily accessible data in various formats, as needed to facilitate systems processes and internal and external reporting to key stakeholders
• Monitor short and long-term impact of contributions and ensure accuracy and adherence to long-term goals
• Implement automated dashboards and summary reports to provide access to critical system information to management
• Detail-oriented with high degree of financial acumen and awareness of financial responsibility
• Ability to analyze information, draw conclusions, and use logic to address work-related issues and problems
• Influence and collaborate with people at different levels within the organization to accomplish a common goal
• Experience working in a hybrid collaborative cross-functional team environment
• Proven ability to adapt to and drive process improvements through the use of digital tools and emerging technologies.

Preferred Education

• Master's Degree

Preferred Licenses/Certifications

• Certified Public Accountant (CPA)
• Admitted to the Bar, JD, LLM - Tax

Preferred Knowledge

• Knowledge of P&C insurance tax principles, including Subchapter L, statutory reporting, admitted deferred tax assets, and insurance company compliance concepts
• Knowledge of tax accounting principles under ASC 740 and SSAP 101, including the U.S. Corporate Alternative Minimum Tax and Transaction Tax
• Knowledge of Bermuda Corporate Income Tax and Foreign Tax Credit Accounting
• Advanced knowledge of international, federal,…