Tax Senior Manager - Financial Services - Insurance

Location: New York, United States; full-time, office-based role

Salary: $126,100–$253,000 annually, plus discretionary bonus based on firm and individual performance.

Company

hirify.global is a global professional services firm serving middle-market clients, with a national Financial Services Insurance practice.

What you will do

• Provide tax technical guidance on insurance-related issues.
• Advise corporate clients on tax planning, research, compliance, and mergers and acquisitions.
• Manage federal and state tax compliance needs for insurance-sector clients.
• Review tax research findings and ensure conclusions follow firm policies and professional standards.
• Coordinate tax client service, identify tax issues, and support new business and extended-service development.
• Train and develop staff while managing complex issues, client communication, and engagement risk.

Requirements

• Bachelor’s degree in accounting or a business-related field.
• Active CPA license in the principal place of business or home state, licensed attorney status, or Enrolled Agent credential.
• At least 8 years of public accounting or similar experience focused on the insurance industry.
• Experience with C-Corporations, S-Corporations, or partnerships.
• Ability to work closely with clients and collect information required for tax services.
• Effective verbal and written communication skills.

Nice to have

• Knowledge of tax code and technical tax preparation and compliance for insurance carriers, brokers, and similar organizations.
• Experience preparing or reviewing income-tax accounting under ASC 740 and SSAP 101.
• Experience with international tax matters.
• Strong accounting and tax preparation skills with the ability to manage multiple tasks.

Culture & Benefits

• Flexible scheduling to help balance personal and client-service responsibilities.
• Competitive compensation and benefits package.
• Discretionary bonus based on firm and individual performance.
• Reasonable accommodation is available during recruitment and employment for applicants with disabilities.