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Assistant Tax Manager


NY - Valhalla

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Why USI?
With over $2 billion in revenue and more than 9,000 associates located in approximately 200 offices across the country, USI is one of the largest insurance brokerage and consulting firms in the world.

At USI, we have created one of the most dynamic personal and professional development cultures in the industry. We invest heavily in our associates, and we take pride in celebrating their growth and success through our one-of-a-kind employee reward and recognition programs. We invite you to learn more about what makes USI an exceptional place to work!

Unrivaled Resources and Support
The USI ONE Advantage® allows USI to deliver unique solutions to our clients. This value proposition provides unmatched growth and opportunity for our associates and, at its core, represents a significant investment in our people.

Unique Employee Programs and Deep Community Engagement
We turn care into action with our award-winning wellness program, college scholarships for associates' children, and financial help in times of need. Our annual community service initiative engages associates in hands-on regional service projects helping hundreds of thousands of people each year.

Industry-Leading Associate Rewards and Recognition
In addition to competitive pay, incentives, and benefits, USI recognizes associates through our Summit Awards program, rewarding excellence in those who build our brand each day.

Committed to a Diverse and Inclusive Work Environment  
USI values diversity and is committed to ensuring a fair, diverse, and inclusive work environment for all. Our diversity, equity and inclusion program, "I'm With U," advances these initiatives to champion our team members and the communities we serve.

Nationally Recognized as a Top Insurance Workplace

  • Recognized as one of Insurance Business America’s Top Insurance Employers for five consecutive years (2018-2022).
  • Named to Business Insurance’s annual list of the Best Places to Work in Insurance three years in a row (2020-2022).
  • Gold recipient, American Heart Association’s Workplace Health Achievement Index, three years in a row (2018-2021).

General Description: The Assistant Tax Manager will report to the Vice President, Tax and will be responsible for preparing and filing federal and state income tax returns, assisting with federal, state, and sales tax audits, and managing the tax intangibles, fixed assets, retention interest calculations, and for providing day to day sales tax and property tax support to the field.


·       Federal compliance responsibilities will include: the preparation of assigned Federal pro-forma returns, and the necessary depreciation, amortization, and support schedules and attachments for the federal consolidated return.

·       State compliance responsibilities will include:  the preparation of assigned State Income / Franchise tax returns, the preparation state apportionment detail, and the timely payment and filing of estimated payments and extensions.

·       Assist with the development and improvement of tax policies & tax procedures for the organization.

·       Develops a strong working proficiency with the OneSource Compliance software.

·       Assist in the administration and ongoing refinement to tax compliance software

·       Tax accounting responsibilities will include providing the Tax team with critical quarterly support documentation and calculations (ie tax depreciation, tax amortization, and retention interest).

·       Provide support to the Tax team with IRS audit request, and assist with state income/franchise tax audit activity.

·       Conducts tax research and provides support to the field on sales tax and property tax filing requirements.

·       Stays current of federal and state tax law changes that impact the Company and his/her area of responsibility.

·       Manages miscellaneous tax filings, administers and trouble shoots tax notices, and lends support in scheduling the workload and timelines within the Dept.

·       Interface with the corporate accounting department to obtain all required financial data to complete tax requirements.

·       Assists with tax planning and special projects as assigned.

Knowledge, Skills and Abilities:

·       Bachelor's Degree (B.S.) in Accounting/Finance (MBA or CPA  a plus)

·       6  to 9 years of diverse of tax experience with a large corporation with multiple locations throughout the US

·       Ability to communicate effectively and convey complex tax rules to colleagues and co-workers.

·       Must have a demonstrated hands-on approach and success in working in a team-based environment

·       Ability to manage competing priorities and the pressures associated with tax filings as well as special project requirements, accounting deadlines, and audit demands.

·       Must be self-motivated with the ability to work with minimal supervision.

·       Strong analytical / problem solving skills and excellent written and verbal communication skills

·       Strong organizational and time management skills focused on meeting deadlines.

·       Strong work-paper and documentation skills

·       Proficient with Excel & Word and tax research materials (Checkpoint, CCH, and OneSource Tax Systems)

·       Detail oriented and active learner

·       Strong interpersonal skills


USI is committed to providing a full-suite of competitive benefits for our growing population and its diverse needs. We offer a wide range of health, welfare and financial benefits including medical, wellness, dental and vision, 401(k), flexible spending and health savings accounts, short and long-term disability, life insurance and other unique employer-sponsored and voluntary programs. USI also offers a generous paid time off policy, paid family leave benefit as well as paid holiday time.

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Notice to Recruiters and Agencies regarding unsolicited resumes or candidate submissions without prior express written approval.
Resumes submitted or candidates referred to USI Insurance Services by any external recruiter or recruitment agency by any means (including but not limited to via Internet, e-mail, fax, U.S. mail and/or verbal communications) without a properly executed written contract for a specified position by an authorized member of the Talent Acquisition team become the property of USI Insurance Services. The Company will not be responsible for, or owe any fees associated with, referrals of those candidates and/or for submission of any information, including resumes, associated with individuals.

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