Tax Manager

Objective:

Heffernan Insurance Brokers seek a highly motivated and skilled Tax Manager to join Heffernan Group. Reporting to The Corporate Controller, this newly created role will be responsible for leading tax strategy development and implementation for our organization, ensuring compliance with tax regulations. This role requires strong analytical skills, extensive knowledge of tax laws and regulations, and the ability to work in a fast-paced environment.

Responsibilities Include:

Tax Planning and Compliance:

• Lead the development and implementation of strategic tax initiatives to optimize the organization's tax posture and align with corporate objectives.
• Ensure compliance with federal, state, and local tax laws, regulations, and reporting requirements, including a mix of in-house filings and those managed by the outsourced service provider, such as the preparation and submission of quarterly estimated tax payments and/or tax return extensions.
• Prepare and review tax returns, including income tax, sales tax, property tax, and other applicable tax filings.
• Maintain a meticulously organized tax calendar to effectively manage and track all tax-related deadlines.
• Proactive identification and management of tax risks and opportunities and provide recommendations to mitigate risks and leverage opportunities.
• Keep abreast of changes in tax laws and regulations and communicate the impact of such changes to relevant stakeholders.

Financial Analysis and Reporting:

• Analyze financial data and transactions to identify tax implications and assess tax liabilities.
• Prepare accurate and timely tax provisions, financial statements, and reports for management and external auditors.
• Partner with finance and other senior stakeholders to incorporate tax strategy into broader financial planning and reporting efforts.
• Collaborate closely with the finance team to assess and fulfill cash requirements for timely tax payments.
• Prepare and maintain the SALT Analysis in partnership with the finance team and outsourced service provider.

Tax Audits and Disputes:

• Oversee tax audits and inquiries from tax authorities, coordinating responses and providing necessary documentation.
• Represent the organization in tax-related disputes and negotiate favorable resolutions when necessary.
• Keep track of tax audit developments and proactively identify areas of improvement to minimize future tax audits.

Tax Compliance Systems and Processes:

• Design and enhance tax governance frameworks and compliance processes, and controls to ensure alignment with best practices and regulatory changes.
• Create, evaluate and optimize existing tax processes and systems to streamline workflows and improve overall tax compliance.

Tax Advisory and Internal Stakeholder Management:

• Act as the primary tax advisor providing strategic tax insights to senior management and other departments, to support corporate objectives.
• Oversee and take ownership of cross-functional tax projects related to tax strategy, including mergers, acquisitions, corporate restructuring, and significant business transactions, ensuring tax considerations are effectively addressed in business initiatives and decisions.
• Stay updated on industry trends and tax planning strategies to provide proactive recommendations to the organization.

Minimum Requirements:

• Bachelor's degree in Accounting, Finance or related field required.
• Master’s Degree in Taxation preferred.
• CPA license preferred.
• 5 or more years of progressive tax experience with a Big 4 accounting firm and/or a large corporate tax department.
• Strong MS Office skills, including proficiency in Excel.
• Experience with tax planning, compliance, and reporting.
• Proficient in tax software and financial accounting systems.
• Strong communication skills, both written and oral.
• Attention to detail, self-starter, with strong interpersonal, and collaboration skills.
• Proven ability to handle competing deadlines.
• Excellent tax research skills and ability to identify tax process automation opportunities, and provide technology solutions.

Compensation:

The base salary range for this position is $140,000 to $160,000. The offer will depend on the geographic region, job-related knowledge, skills, and experience, among other factors. This role may also be eligible to participate in a discretionary annual incentive program. Heffernan offers a comprehensive benefits package; more details on which can be found at https://www.heffins.com/about-us/careers.

Heffernan Habits (Expectations):

These are practices that represent our unique culture.

• Smooth The Path And Be Respectful – Being respectful of one another is critical to developing and maintaining strong relationships. We are in this together as a team.
• Do Good – This is our core. We strive to do good for our clients, our company and our communities.
• Know Your Clients And Foster Relationships – Take the time to listen and learn. Build, maintain, and enhance the connections you make every day.
• Have Fun – Take the time to get to know your colleagues and let’s have fun! If we are happy and connected, we all will do a better job for our clients.
• Answer The Phone (And Email) – Be available and responsive to clients and colleagues.
• Be Humble And Own It – We all make mistakes – what’s important is that we take ownership for our mistakes and learn from them. Humility shows a willingness to learn and improve.
• Celebrate And Value Our Differences – We strive to be non-traditional. We all come from different backgrounds. Be open. Listen to others stories and experiences. Make an effort to not only include, but connect.  

Working Conditions:

• Work environment may be indoors, sitting at a desk or standing for extended periods of time.
• Daily use of computers, keyboard, mouse, headset, printers, and other commonly used office equipment.
• This position may require flexibility to work hours outside of a regular schedule.

Salary : $140,000 - $160,000