Manager, Tax

Company

Shared Services

Argo and Farm Family are specialty property and casualty insurance brands whose underwriting companies are wholly-owned subsidiaries of Clearbrook Holdings Inc. They partner with agents and brokers to provide insurance solutions that enable businesses to manage risks with confidence.

The Tax Manager will lead and support tax compliance, reporting, and planning activities. The role operates within the broader corporate tax function, with responsibility for premium tax compliance as well as exposure to multi-state indirect taxes and statutory reporting. It is ideal for a tax professional with strong multi-state tax experience who is interested in expanding into insurance-specific premium tax, or an experienced premium tax professional seeking broader tax leadership exposure.

• Lead the preparation and review of tax filings, state assessments, and related compliance requirements.
• Coordinate quarterly and annual tax reporting, including GAAP and statutory considerations.
• Partner with accounting and finance teams to ensure accuracy and completeness of tax-related financial data.
• Conduct tax research and support tax planning initiatives to optimize tax positions and minimize risk.
• Support SOX controls and audit processes, including internal and external audit requests.
• Serve as a key point of contact for tax authorities, auditors, and external advisors.
• Identify and implement process improvements and automation opportunities across tax workflows.
• Contribute to systems enhancements and integrations impacting tax reporting.
• Supervise and/or mentor team members, with opportunity to expand leadership scope over time.
• Complete ad-hoc analysis as requested by senior management.
• Perform accruals analysis and provide necessary true-up analysis as needed.
• Collaborate cross-functionally across Finance, Claims, Operations, and IT.

• A bachelor's degree in accounting, finance, or a related field from an accredited college or university.
• Experience or a combination of education and experience in lieu of the education requirement.
• Background in one of the following areas: premium/insurance tax, indirect tax (sales/use, gross receipts, state & local tax), corporate tax with strong multi-state exposure, or public accounting (Big 4 or mid-tier) with tax specialization.
• 5–10 years of relevant accounting or tax experience.
• 2–3 years of management experience.
• Prior leadership, project ownership, or information team leadership preferred.
• Insurance industry experience preferred but not required.
• Strong understanding of multi-state tax compliance frameworks.
• Familiarity with GAAP tax reporting and/or statutory accounting concepts.
• Ability to interpret and apply complex tax regulations across jurisdictions.
• Experience with tax or financial systems (e.g., Oracle, Premium Pro).
• Strong analytical and problem‑solving skills.
• Ability to operate in a matrixed, evolving environment.
• Effective communication skills with the ability to translate technical concepts.
• Process improvement mindset.
• Ability to balance compliance rigor with business practicality.

Applicants must be legally authorized to work in the United States. At this time, we are not able to sponsor or assume sponsorship of employment visas.

Please contact our Benefits Department at 210‑321‑8400 if you have a disability and wish to discuss potential reasonable accommodations related to applying for employment with us.

We are an Equal Opportunity Employer. We do not discriminate on the basis of age, ancestry, color, gender, gender expression, gender identity, genetic information, marital status, national origin or citizenship (including language use restrictions), denial of family and medical care leave, disability (mental and physical), HIV and AIDS, medical condition (including cancer and genetic characteristics), race, religious creed (including religious dress and grooming practices), sex (including pregnancy, childbirth, breastfeeding, and medical conditions related to pregnancy, childbirth or breastfeeding), sexual orientation, military or veteran status, or any other status protected by laws or regulations in the locations where we operate.

We do not tolerate discrimination or harassment based on any of these characteristics.

The collection of your personal information is subject to our HR Privacy Notice.

We offer a competitive compensation package, performance‑based incentives, and a comprehensive benefits program—including health, dental, vision, 401(k) with company match, paid time off, and professional development opportunities.