PwC Logo

PwC

Insurance Tax Manager

Posted 9 Hours Ago
Be an Early Applicant
Hybrid
Chicago, IL
99K-266K Annually
Mid level
Hybrid
Chicago, IL
99K-266K Annually
Mid level
Leads tax compliance, planning, and strategy engagements for insurance-sector clients. Reviews financial data, prepares and files tax returns, develops tax-saving strategies, ensures regulatory compliance, and manages client relationships. The role also includes leading workstreams, mentoring team members, reviewing tax documents, monitoring financial trends, and improving tax processes through technology and innovation.
The summary above was generated by AI
The Opportunity
As an Insurance Tax Manager, you will play a pivotal role in guiding clients through the complexities of tax planning, compliance, and strategy within our Tax practice. You will be instrumental in helping businesses navigate intricate tax regulations and optimize their tax positions. As a Manager, you will lead teams and manage client accounts, focusing on strategic planning and mentoring junior staff. You are accountable for project success and maintaining standards. Enhancing your leadership style, you motivate, develop, and inspire others to deliver quality. You are responsible for coaching, leveraging team members' unique strengths, and managing performance to deliver on client expectations. With your growing knowledge of how business works, you play an important role in identifying opportunities that contribute to the success of our Firm. You are expected to lead with integrity and authenticity, articulating our purpose and values in a meaningful way. You embrace technology and innovation to enhance your delivery and encourage others to do the same.
In this role, you will review and analyze financial data, prepare and file tax returns, and assist businesses in meeting their tax obligations while minimizing risks of non-compliance. Your efforts will be crucial in validating clients' adherence to tax laws and regulations, confirming they meet their obligations effectively.
Responsibilities
- Leading tax compliance workstreams and managing client expectations effectively
- Guiding teams in the preparation and filing of tax returns for insurance sector clients
- Utilizing analytical skills to review and analyze financial data for tax compliance
- Developing and implementing corporate tax planning strategies to optimize client tax positions
- Monitoring and analyzing financial trends to identify opportunities for tax savings
- Drafting and reviewing tax documents to support regulatory compliance and submissions
- Coaching and mentoring team members to enhance their skills and performance
- Building and maintaining relationships with clients to address tax-related inquiries and issues
- Embracing technology and innovation to improve tax compliance processes and deliverables
- Confirming adherence to professional and technical standards in all tax-related activities
What You Must Have
- At least a Bachelor's degree
- At least 4 years of experience
- At least one of the following: Certified Public Accountant, Member of the Bar or other tax, technology, or finance-specific credentials may qualify for this opportunity
What Sets You Apart
- Excelling in corporate tax planning and compliance
- Demonstrating proficiency in drafting and preparing tax documents
- Utilizing analytical thinking for financial statement analysis
- Embracing change and innovation in tax services
- Managing projects with strategic planning and execution
- Mentoring and coaching team members for performance improvement
- Building relationships through effective communication and feedback
The salary range for this position is: $99,000 - $266,000. Actual compensation within the range will be dependent upon the individual's skills, experience, qualifications and location, and applicable employment laws. All hired individuals are eligible for an annual discretionary bonus. PwC offers a wide range of benefits, including medical, dental, vision, 401k, holiday pay, vacation, personal and family sick leave, and more. To view our benefits at a glance, please visit the following link: https://pwc.to/benefits-at-a-glance
As PwC is an equal opportunity employer, all qualified applicants will receive consideration for employment at PwC without regard to race; color; religion; national origin; sex (including pregnancy, sexual orientation, and gender identity); age; disability; genetic information (including family medical history); veteran, marital, or citizenship status; or, any other status protected by law.
PwC does not intend to hire experienced or entry level job seekers who will need, now or in the future, PwC sponsorship through the H-1B lottery, except as set forth within the following policy: https://pwc.to/H-1B-Lottery-Policy.
Learn more about how we work: https://pwc.to/how-we-work
For only those qualified applicants that are impacted by the Los Angeles County Fair Chance Ordinance for Employers, the Los Angeles' Fair Chance Initiative for Hiring Ordinance, the San Francisco Fair Chance Ordinance, San Diego County Fair Chance Ordinance, and the California Fair Chance Act, where applicable, arrest or conviction records will be considered for Employment in accordance with these laws. At PwC, we recognize that conviction records may have a direct, adverse, and negative relationship to responsibilities such as accessing sensitive company or customer information, handling proprietary assets, or collaborating closely with team members. We evaluate these factors thoughtfully to establish a secure and trusted workplace for all.
#LI-Hybrid
#BI-Hybrid

PwC San Francisco, California, USA Office

405 Howard Street Suite 600, San Francisco, CA, United States, 94105

PwC San Jose, California, USA Office

488 Amaden Boulevard, San Jose, CA, United States, 95110

Similar Jobs at PwC

9 Hours Ago
Hybrid
99K-232K Annually
Senior level
99K-232K Annually
Senior level
Artificial Intelligence • Professional Services • Business Intelligence • Consulting • Cybersecurity • Generative AI
Leads AI engineering and advanced analytics initiatives for AML and sanctions clients. Develops scalable data, visualization, and analytics solutions; validates data integrity, security, and compliance; identifies system linkages and optimization opportunities; manages client relationships and project execution; and mentors teams delivering innovative AI solutions.
Top Skills: Business Intelligence Development StudioPythonSpotfire
9 Hours Ago
Hybrid
San Francisco, CA, USA
124K-280K Annually
Senior level
124K-280K Annually
Senior level
Artificial Intelligence • Professional Services • Business Intelligence • Consulting • Cybersecurity • Generative AI
Lead core banking modernization and business application transformation projects for clients. Analyze client needs, implement tailored software solutions, guide integrations, and improve operational efficiency. Coach teams, solve complex problems using systems thinking, validate project outcomes, manage stakeholders, and provide strategic advice. Promote innovative technologies and practices while ensuring deliverables align with client objectives and industry standards.
Top Skills: Business ApplicationsBusiness Data AnalyticsCore Banking Platforms
9 Hours Ago
Hybrid
San Francisco, CA, USA
54K-142K Annually
Entry level
54K-142K Annually
Entry level
Artificial Intelligence • Professional Services • Business Intelligence • Consulting • Cybersecurity • Generative AI
Supports entrepreneurial and privately owned business clients with corporate and multistate tax compliance, tax research, international tax planning, partnership and direct tax consulting, tax provisions, modeling, and audit-related activities. The Associate collaborates on client engagements, prepares tax documents, uses data analytics and AI-enabled tools, and develops technical knowledge while building client relationships. Business-level Japanese and English fluency is required, along with an accounting degree and CPA exam eligibility.
Top Skills: Artificial IntelligenceData Analytics

What you need to know about the San Francisco Tech Scene

San Francisco and the surrounding Bay Area attracts more startup funding than any other region in the world. Home to Stanford University and UC Berkeley, leading VC firms and several of the world’s most valuable companies, the Bay Area is the place to go for anyone looking to make it big in the tech industry. That said, San Francisco has a lot to offer beyond technology thanks to a thriving art and music scene, excellent food and a short drive to several of the country’s most beautiful recreational areas.

Key Facts About San Francisco Tech

  • Number of Tech Workers: 365,500; 13.9% of overall workforce (2024 CompTIA survey)
  • Major Tech Employers: Google, Apple, Salesforce, Meta
  • Key Industries: Artificial intelligence, cloud computing, fintech, consumer technology, software
  • Funding Landscape: $50.5 billion in venture capital funding in 2024 (Pitchbook)
  • Notable Investors: Sequoia Capital, Andreessen Horowitz, Bessemer Venture Partners, Greylock Partners, Khosla Ventures, Kleiner Perkins
  • Research Centers and Universities: Stanford University; University of California, Berkeley; University of San Francisco; Santa Clara University; Ames Research Center; Center for AI Safety; California Institute for Regenerative Medicine

Sign up now Access later

Create Free Account

Please log in or sign up to report this job.

Create Free Account