Tax Manager

Location: Hybrid role requiring at least three days per week in the office in Summit, New Jersey, United States.

Salary: $150,000–$170,000 annual base pay, excluding bonuses and benefits.

Company

EPIC Insurance Brokers & Consultants is a rapidly growing insurance brokerage and consulting firm founded in 2007, with more than 4,000 employees and over 60 offices across the United States.

What you will do

• Manage federal, state, local, partnership, and indirect tax compliance across multiple jurisdictions.
• Review tax returns, workpapers, calculations, technical positions, and deliverables prepared by external advisors.
• Advise Accounting, Finance, Legal, Treasury, HR, and business stakeholders on tax implications, risks, and opportunities.
• Manage non-income tax matters, tax audits, examinations, forecasts, analytical models, and reporting dashboards.
• Develop and improve tax processes, controls, documentation, standardization, automation, and governance.
• Support tax provisions, technical research, account reconciliations, mergers and acquisitions, due diligence, and post-acquisition integration.

Requirements

• Bachelor’s degree in Accounting, Finance, Business, or a related field.
• At least 8 years of progressive tax experience in public accounting and/or a corporate tax department.
• Strong knowledge of U.S. federal, state, and local tax regulations, corporate income tax, partnership taxation, excise tax, and sales and use tax.
• Experience reviewing external advisor work and developing tax processes, controls, and documentation.
• Strong analytical, research, communication, organizational, and problem-solving skills with high attention to detail.
• Advanced proficiency in Excel, Word, PowerPoint, and reporting tools.

Nice to have

• CPA certification.
• Experience with tax provision and tax accounting.
• M&A tax due diligence and integration experience.
• Experience with Power BI, SharePoint, and other analytical tools.

Culture & Benefits

• Hybrid work environment with regular in-person collaboration across business functions and with external advisors.
• Paid time off, paid holidays, early-close days, parental leave, and other leave programs.
• 401(k) matching, medical, dental, vision, wellness, and employee assistance programs.
• Mentorship, tuition reimbursement, leadership development, employee resource groups, and recognition programs.
• Additional benefits include pet insurance, identity theft protection, legal planning, and family planning support.