• Lead, Manage & Develop the Team • Grow the Tax Advisory Practice • Maintain a Strong Compliance Foundation • Lead High-Impact Client Relationships • Training & Quality Assurance • Be the Technical Authority • Firm Leadership

• Provide a variety of simple to moderately complex administrative support functions to the tax department related to tax processes and procedures • Support the tax department in areas such as corporate income, sales and use tax, annual reports, business license, and property tax • Respond to client and vendor requests including but not limited to report preparation, accounting/tax software inquiries, concerns, or issues • Assist with basic preparation and filing of corporation annual reports, business license registrations, information returns, and other miscellaneous regulatory compliances • Assist with creating, updating, and maintaining purchase requisitions and purchase orders for the tax department • Assist in the preparation of responses to federal and state governmental tax notices and miscellaneous communications • Assist with maintenance of W-9 forms received and issued and sales & use tax exemption and resale certificates • Assist with preparation of supporting workpapers related to the US federal and state income/franchise tax returns, state and local sales and use tax, and personal property tax audits • Assemble tax returns through exporting data files and printing required documentation utilizing a variety of tax software • Prepare certified mailing documents to ensure tax returns are delivered to post office on time as required by federal, state, and local tax filing deadlines

• Lead the firm’s tax department • Serve as the senior technical authority and driver of Tax Advisory Services growth • Develop the team and systems for operational excellence • Ensure accuracy and timeliness in tax returns and strategies • Foster team health with low turnover and high standards • Expand and deepen advisory practice across the client base • Retain and grow high-value client relationships

Role Description This full-time, fully remote Tax Manager role is based within the continental United States, with a preference for candidates located in the Fort Lauderdale, FL area. The position is ideal for an experienced accounting professional who enjoys working in regulated environments and taking ownership of complex compliance, statutory reporting, and control functions. You will play a key role in supporting financial reporting accuracy, regulatory compliance, audit readiness, and scalability as the organization continues to grow. - Manage statutory and GAAP financial reporting, ensuring timely and accurate filings across regulated jurisdictions. - Oversee external audits and regulatory reporting requirements, including coordination of deliverables, timelines, and remediation efforts. - Support federal, state, and international tax compliance in partnership with external advisors, including state and local tax (SALT), transfer pricing, and other complex tax initiatives. - Maintain and improve compliance frameworks by tracking filing requirements and resolving gaps across multiple jurisdictions. - Lead internal control initiatives and remediation efforts to strengthen financial reporting accuracy and operational effectiveness. - Oversee month-end and year-end close processes, including reconciliations, accruals, and complex accounting transactions. - Mentor and develop accounting staff while promoting a culture of accountability, collaboration, and continuous improvement. - Partner directly with senior accounting leadership and cross-functional teams on initiatives that influence the broader organization. - Ensure audit readiness and support continuous improvement of processes related to statutory reporting, tax, and regulatory compliance. Qualifications - Bachelor’s degree in Accounting. - CPA designation or active CPA track strongly preferred. - 7+ years of progressive accounting experience, including leadership experience in insurance, public accounting, or another highly regulated environment. - Strong knowledge of GAAP, statutory accounting, regulatory reporting, and compliance requirements. - Proven experience managing audits, regulatory filings, tax compliance, and internal controls. - Hands-on experience with tax provision, SALT, and statutory reporting. - Ability to navigate complex accounting issues using strong analytical skills and sound professional judgment. - Exceptional attention to detail and a proactive, ownership-driven mindset. - Advanced proficiency in accounting systems and Microsoft Excel. - Strong written and verbal communication skills with the ability to collaborate effectively across functions. Requirements - Experience working within highly regulated industries such as insurance or public accounting environments. - Demonstrated success partnering with external auditors and tax advisors on complex compliance and reporting matters. - Background in designing or enhancing compliance frameworks across multiple jurisdictions. - Experience leading or contributing to internal control improvement and remediation initiatives. - Proven ability to mentor and develop accounting team members and foster a culture of continuous improvement. - Comfort operating in a growth-oriented environment that values precision, ownership, and continuous process enhancement. Benefits - Competitive base salary, bonuses, and comprehensive employee benefits programs, including medical, dental, and vision insurance with highly rated carriers. - A 401(k) program with a company match. - Paid time off. - Company-paid short-term disability, long-term disability, and basic life insurance. - A free MASA membership. - A professional and friendly company culture that supports a clear mission: “Protecting families with compassion when others don’t.” - An opportunity to take ownership of high-impact compliance, reporting, and controls initiatives while helping strengthen and scale a growing organization’s financial infrastructure. Work Environment This is a full-time, fully remote position based within the continental United States, offering flexibility while maintaining strong connection to a collaborative accounting and finance team. The role reports into senior accounting leadership and includes oversight of direct reports, providing opportunities for leadership and mentorship. You will work extensively with modern accounting systems and advanced Excel tools in a regulated, audit-focused environment.