We’re hiring a Tax Manager in Columbus, OH

It's a unique time at Root. We have secured funding, built a talented team, and continue to expand into additional territories and evolve our current product. Things are going very well for us and as we move into exciting seasons of growth, there is a lot of exciting work ahead.

We have a team-driven culture where each of us knows the goals and objectives that need to be achieved. Our team understands our business strategy and is always finding new ways to make us successful by continually improving our product, processes and services leading to increased productivity and visibility for our customers. We look to our team for their energy, unique talents and commitment to give their very best. Yes – we see no limits on what we can achieve together!

We’re looking for the next addition to the Root finance team: a sharp, actionable individual with expertise  in local, state, and federal taxation, has a CPA, and has been exposed to insurance taxation.  The ideal candidate is enthusiastic and likes to build revolutionary processes and procedures, takes the lead on researching tax opportunities and works to ensure tax compliance and reporting are in place and operating effectively for activities across the business. We’re looking for someone who is naturally collaborative and LOVES working with numbers and lots of data. This person is expected to involve themselves in other areas of the business as needed -- it’s all hands-on-deck! The Tax Manager will benefit from broad exposure to multiple areas of the business while working with a highly energetic  and value driven Finance Team.

While hiring, we take our time to make sure we are finding true alignment. If you are excited about our approach to insurance and are eager to build this with us from scratch, we'd love to hear from you!

Reports to:  CFO

Responsibilities

  • Key liaison with the business on all tax inquiries and research and works with the business to develop and implement tax strategies without disruption to company objectives 
  • Key point of contact with third party tax experts or for tax audits
  • Seeks out tax opportunities to help our growing business find savings and cash flow opportunities
  • Manages local, state, and federal tax compliance and filings
  • Works with People Team to manage payroll and other employee benefit tax compliance
  • Responsible for all tax provisions and financial reporting as it relates to tax disclosures
  • Uses technology to enhance preparation of provisions and tax filings 
  • Leads various ad hoc projects and analysis 
  • Recruits, retains and develops a highly motivated and accountable team of experienced and developing  tax professionals
  • Always advocates for talent and builds capabilities to ensure strong leadership and technical talent bench strength
  • Provides expertise to team by reviewing, researching, investigating, negotiating, or implementing tax initiatives, including tax returns  
  • Reports to executive leadership team on potential tax exposures, challenges, opportunities, changing tax landscape and makes recommendations
  • Develops and manages an operating budget for the tax function

Qualifications

  • Bachelor’s degree required
  • Continuous learning demonstrated by advanced certifications
  • CPA required
  • 7+ years of increasingly responsible tax experience, with insurance tax experience highly valued
  • Strong understanding of start-up tax opportunities and challenges
  • Ability to build collaborative working relationships
  • Curious in nature
  • Great attention to detail
  • Self-starter and ability to work independently and effectively prioritize work
  • Ability to handle ambiguity and quickly adapt when changes occur
  • Strong written and oral communication skills
  • Ability to approach problems with an open mind
  • Excellent skills with Microsoft Office products, data analytic tools
  • GAAP & statutory accounting knowledge

Get in touch

Finding the right people to help us build Root is a top priority. Whether you would like to explore the possibility of working together or simply learn more about the position, we’d love to hear from you!

Apply now
Why join Root?

We believe the best way to move the world forward is the relentless pursuit of ideas.

We build things that ought to exist, but would not exist, if we were not building them.

We do this through immense dedication to our craft, an unwavering focus on our fellow human beings, and a maniacal obsession with the quality of our creations.

We don’t hold ideas down no matter how crazy they may seem.  We foster them, nurture them, and continue to iterate on them.