Full-Time

Tax Manager

Confirmed live in the last 24 hours

Foundation Risk Partners

Foundation Risk Partners

201-500 employees

Insurance brokerage and consulting services

Consulting
Financial Services

Senior, Expert

Orlando, FL, USA

Category
Tax Accounting
Accounting
Required Skills
SAP Products
Oracle

You match the following Foundation Risk Partners's candidate preferences

Employers are more likely to interview you if you match these preferences:

Degree
Experience
Requirements
  • In-depth knowledge of tax laws and regulations, including federal, state, and local taxes.
  • Strong analytical and problem-solving skills, with the ability to interpret complex tax regulations and apply them to business situations.
  • Excellent communication and interpersonal skills, with the ability to effectively communicate tax concepts to non-tax professionals.
  • Demonstrated leadership and team management abilities, with experience leading and developing a team of tax professionals.
  • Proficiency in tax software and ERP systems; experience with SAP, Oracle, or similar platforms preferred.
  • Ability to thrive in a fast-paced, dynamic environment and manage multiple priorities effectively.
  • Commitment to upholding the highest ethical standards and maintaining confidentiality of sensitive tax information.
  • Bachelor's degree in Accounting, Finance, or related field; CPA or advanced degree (e.g., MST) preferred.
  • Minimum of 8 years of experience in tax compliance and planning, with progressive responsibility.
Responsibilities
  • Ensure timely and accurate preparation and filing of all required tax returns, including income tax, sales tax, and other relevant taxes.
  • Develop and implement tax strategies to optimize the organization's tax position, considering both short-term and long-term objectives.
  • Identify and assess tax risks and opportunities, and develop mitigation strategies to minimize tax exposures while complying with relevant regulations.
  • Stay updated on changes in tax laws and regulations, analyze their impact on the organization, and provide recommendations to senior management.
  • Collaborate with the finance team to accurately reflect tax provisions in financial statements and ensure compliance with accounting standards.
  • Liaise with external auditors and tax authorities during tax audits and inquiries, providing necessary documentation and explanations.
  • Collaborate with other departments such as legal, finance, and operations to integrate tax considerations into business decisions and initiatives.
  • Establish and maintain internal controls and procedures to ensure compliance with tax laws and regulations.
  • Oversee relationships with external tax consultants, advisors, and service providers, ensuring effective and efficient delivery of services.
  • Lead or contribute to special tax projects such as mergers and acquisitions, restructuring, and international expansion, providing tax expertise and support as needed.
Desired Qualifications
  • Experience with SAP, Oracle, or similar platforms preferred.
  • CPA or advanced degree (e.g., MST) preferred.
Foundation Risk Partners

Foundation Risk Partners

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Foundation Risk Partners operates as an insurance brokerage and consulting firm, focusing on providing tailored insurance solutions and expert advice to clients across the United States. The company grows by acquiring other firms and expanding its services organically, ensuring a diverse mix of industry knowledge and specialized offerings. Their approach combines expertise in various sectors with a commitment to understanding client needs, which helps them deliver effective insurance strategies. Unlike many competitors, Foundation Risk Partners emphasizes a strong cultural fit and shared values with their partners, aiming to foster long-term relationships. The primary goal of the company is to achieve new levels of success for their partners while ensuring high-quality results for their clients.

Company Size

201-500

Company Stage

Debt Financing

Total Funding

$2M

Headquarters

Daytona Beach, Florida

Founded

2017

Simplify Jobs

Simplify's Take

What believers are saying

  • AI integration decreases cycle times by up to 90% for certain activities.
  • Prospect conversion rates have increased by up to 50% with AI solutions.
  • Expansion into Baldwin, New York, supports regional growth and client access.

What critics are saying

  • Increased reliance on AI may expose the company to technology failures.
  • Rapid expansion could lead to integration challenges and cultural clashes.
  • Data privacy scrutiny could impact operations if compliance is not maintained.

What makes Foundation Risk Partners unique

  • Foundation Risk Partners leverages AI to enhance risk analysis report processing.
  • The company focuses on a strategic mix of industry expertise and cultural fit.
  • Foundation Risk Partners is rapidly expanding through acquisitions and organic growth.

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Benefits

Health Insurance

Dental Insurance

Vision Insurance

Life Insurance

Disability Insurance

401(k) Retirement Plan

401(k) Company Match

Unlimited Paid Time Off

Paid Holidays

Paid Vacation

Growth & Insights and Company News

Headcount

6 month growth

-5%

1 year growth

-5%

2 year growth

-5%
FF News
Jan 14th, 2025
Foundation Risk Partners And Version 1 To Revolutionise Business Operations With Ai Solutions

Foundation Risk Partners, a client-focused leader in insurance brokerage and consulting, in partnership with Version 1, a leader in digital transformation, today announced ground-breaking developments with AI solutions that will allow for unprecedented quality, accuracy and speed in the processing of risk analysis reports. The innovation in this space through this unique collaboration will be unparalleled in its results, decreasing cycle times, automating low-level tasks with human validation, and significantly increasing prospect conversion rates.Foundation Risk Partners had a vision to actively investigate innovative technology and methods to alleviate time-consuming manual tasks and accelerate the speed and efficiency of client-facing deliverables. The results from a thorough discovery with Version 1 – leveraging AI, deep learning and traditional machine learning – have shown that by adopting tailored solutions, there has been up to a 90% decrease in cycle times for certain activities and an increase in prospect conversion rates of up to 50%. The added benefit of automating certain processes also results in increased accuracy across all levels of case complexity. Instead of spending time on back-office administration tasks, the team now has time to add real value to customers, performing the important tasks that only humans can, offering better customised counsel to customers and delivering those higher value tasks.“We knew there was a smarter way for us to deliver the exceptional service, growth and innovative expertise that we are respected for by our partners and clients,” said John Turner, Chief Operating Officer of Foundation Risk Partners. “Through a vigorous process we selected Version 1 as our partner to make this happen

FF News
Jan 14th, 2025
Foundation Risk Partners and Version 1 to Revolutionise Business Operations With AI Solutions

Foundation Risk Partners, a client-focused leader in insurance brokerage and consulting, in partnership with Version 1, a leader in digital transformation, today announced ground-breaking developments with AI solutions that will allow for unprecedented quality, accuracy and speed in the processing of risk analysis reports.

Observer Local News
Feb 24th, 2024
Foundation Risk Partners welcomes new executive leadership members

Foundation Risk Partners has promoted Chris Bell to chief administrative officer and Natalie Corbett to chief human

Bizjournals
May 2nd, 2022
Foundation Risk Partners, Corp. expands offices to Baldwin, New York, United States

Foundation Risk Partners has moved into an office in the Baldwin Building just northeast of downtown.