23 tax analyst jobs found in Plano

Built on meritocracy, our unique company culture rewards self-starters and those who are committed to doing what is best for our customers. Brown & Brown is seeking a   Technical Program Manager - CRM   to join our growing team in Plano, TX .   The CRM Program Manager will lead the planning, business design, implementation, and adoption of enterprise customer relationship management capabilities on the Salesforce platform. The role will coordinate business leaders across Small Commercial, Middle Market Commercial, Large Commercial, Personal Lines, and Employee Benefits, together with Technology, Operations, Data, Architecture, Change Management, and external system implementation partners.   This individual will be accountable for delivering a common CRM foundation with controlled segment-specific variations. The role requires strong program management discipline, practical Salesforce implementation experience, business-process...

Built on meritocracy, our unique company culture rewards self-starters and those who are committed to doing what is best for our customers. Brown & Brown   is seeking a   VP, Sr Benefits Consultant   to join our growing team in   Plano, TX!       Responsible for employee benefits account management responsibilities. This includes day to day client contact. Utilizes technical expertise to retain present clients. Administers marketing and renewal functions. Assist clients with daily service functions. Assists Team Lead in servicing the financial consulting needs of the employee benefit clients. Independently evaluates financial and utilization metrics for clients including but not limited to monthly financial reports, utilization metrics and benchmarks as well as assist with other adhoc reports and analysis.     How You Will Contribute :     Fully manage book of business,   retention   and growth....

Why USAA? At USAA, our mission is to empower our members to achieve financial security through highly competitive products, exceptional service and trusted advice. We seek to be the #1 choice for the military community and their families. Embrace a fulfilling career at USAA, where our core values – honesty, integrity, loyalty and service – define how we treat each other and our members. Be part of what truly makes us special and impactful. We are proud to support active-duty military spouses. USAA roles may offer remote or hybrid flexibility for active-duty military spouses consistent with applicable policy and business needs. The Opportunity As a trusted advisor, executive coach and strategic partner to senior executive leadership, you will proactively drive business value through development of long-term talent strategies aligned with business objectives. Leveraging business acumen, data-driven insights and innovative thinking to solve complex HR and business...

Built on meritocracy, our unique company culture rewards self-starters and those who are committed to doing what is best for our customers. Bridge Specialty Group is seeking a Senior QA Engineer to join our growing team in Plano, TX ! The Senior QA Engineer will have the opportunity to ensure the highest quality of our applications through comprehensive testing strategies, automation frameworks, and performance validation. The role requires expertise in both manual and automated testing, including building frameworks from scratch, implementing CI/CD pipelines, and validating integrations across complex systems. The ideal candidate is highly skilled and motivated, with exceptional communication skills, strong analytical and problem-solving abilities, and a proactive “can-do” attitude. Responsibilities include designing and executing detailed test cases, performing functional and performance testing, and collaborating closely with developers and stakeholders to uphold...

Description At Liberty, you'll thrive in a hybrid setting that fosters in-person collaboration, innovation and growth. This approach optimizes both remote and in-person interactions, enabling you to connect and ideate with your team and deepen valuable relationships across the company, while still enjoying the flexibility of remote work for focused tasks and projects.   The Workers Compensation Claims Specialist works within a Claims Team under direct supervision, develops the knowledge and skills needed to conduct thorough investigations, make decisions about liability / compensability, evaluate losses, negotiate settlements and manage an inventory of commercial property/casualty and disability claims by participating in a comprehensive training program, one-on-one mentoring, and on-the-job training. Assists in providing service to policyholders/customers on mid-sized and/or large commercial accounts.   We are open to filling this position as an...

Description We invite you to apply and contribute your expertise if you are a:   We invite you to apply if you are: A Technical Problem Solver who not only writes high‑quality code, test scripts, and system components but also takes ownership of documenting solutions and creating clear deployment guides that ensure resilient, scalable software delivery. Customer-Focused , translating real business needs into practical, value-driven technical solutions while supporting the end-to-end lifecycle of new software products. A Forward-Thinking Innovator who goes beyond fixing issues—proactively identifying opportunities to enhance performance, quality, and operational efficiency. A Continuous Learner eager to adopt new technologies and adapt quickly within evolving environments. A Thought Leader in Best Practices , championing the SurePath methodology, promoting out-of-the-box capabilities, and contributing reusable patterns that future-proof our...

Why USAA? At USAA, our mission is to empower our members to achieve financial security through highly competitive products, exceptional service and trusted advice. We seek to be the #1 choice for the military community and their families. Embrace a fulfilling career at USAA, where our core values – honesty, integrity, loyalty and service – define how we treat each other and our members. Be part of what truly makes us special and impactful. We are proud to support active-duty military spouses. USAA roles may offer remote or hybrid flexibility for active-duty military spouses consistent with applicable policy and business needs. The Opportunity We are currently seeking a Product Management Director (individual contributor) to be responsible for defining and executing the strategy for the firm’s managed investment solutions, including model portfolios, Separately Managed Accounts (SMAs), Unified Managed Accounts (UMAs), and other investment advisory programs...

Built on meritocracy, our unique company culture rewards self-starters and those who are committed to doing what is best for our customers. Bridge Specialty Group   is seeking a   Property & Casualty Broker   to join our growing team in   Dallas or Houston, TX !     The Commercial Lines P&C Broker will gain technical knowledge along with an understanding of internal processes and procedures necessary to be effective in a Broker or Binding Authority Underwriter role .    The Commercial Lines P&C Broker   is responsible for   assisting   in achieving incremental sales goals, along with participating in various training and educational opportunities.       How You Will Contribute:     Develop the skills to interact with company and retail agent personnel in a diplomatic and knowledgeable manner   to   establish   positive relationships, increase revenues, and   retain   policies upon...

Built on meritocracy, our unique company culture rewards self-starters and those who are committed to doing what is best for our customers. Bridge Specialty Group   is seeking a   Property & Casualty Broker   to join our growing team in   Dallas or Houston, TX !     The Commercial Lines P&C Broker will gain technical knowledge along with an understanding of internal processes and procedures necessary to be effective in a Broker or Binding Authority Underwriter role .    The Commercial Lines P&C Broker   is responsible for   assisting   in achieving incremental sales goals, along with participating in various training and educational opportunities.       How You Will Contribute:     Develop the skills to interact with company and retail agent personnel in a diplomatic and knowledgeable manner   to   establish   positive relationships, increase revenues, and   retain   policies upon...

Built on meritocracy, our unique company culture rewards self-starters and those who are committed to doing what is best for our customers. Brown & Brown is seeking a Dynamics 365 Developer to join our team in Plano, TX! The Dynamics 365 Developer is a critical member of the Dynamics Delivery team within Brown & Brown’s Retail Software Engineering organization. You will play a crucial role in the design, development, implementation, and maintenance of business applications built on the Microsoft Dynamics 365 platform. Your focus will be on delivering high-quality software solutions to enhance operational efficiency, streamline processes, and drive business growth. You will work closely with cross-functional teams, including business analysts, designers, architects, agile evangelists, and other developers, to ensure the successful delivery of products that meet business requirements and align with industry best practices.   How You Will Contribute:...

What part will you play? If you’re looking for a place where you can make a meaningful difference, you’ve found it. The work we do at Markel gives people the confidence to move forward and seize opportunities, and you’ll find your fit amongst our global community of optimists and problem-solvers. We’re always pushing each other to go further because we believe that when we realize our potential, we can help others reach theirs. Join us and play your part in something special! This position will be responsible for the resolution of moderate to high complexity and moderate to high exposure claims which can be subject to disputes that must be resolved in mediation or litigation. The primary purpose of this job is to handle claims from coverage enquiry through legal liability assessment (where relevant) and quantum analysis, to timely and accurate resolution; ensuring mitigation of indemnity and expense exposure while communicating developments and outcomes as necessary to all...

Are you a highly organized professional who enjoys supporting sales teams and ensuring operational excellence? Do you thrive in a collaborative environment where attention to detail, customer service, and process accuracy are critical to success? Guardian is seeking a Sales Support Associate II to provide operational and administrative support for a regional sales team, ensuring the timely execution of sales-related activities, maintenance of critical business records, and delivery of exceptional service to internal and external partners. In this role, you will help drive efficiency and accuracy across sales operations while serving as a key partner to Regional Group Office (RGO) staff. You Are A detail-oriented and customer-focused professional who excels in a fast-paced environment. You are comfortable managing multiple priorities, coordinating activities across teams, maintaining accurate records, and communicating with both internal stakeholders and external...

Description At Liberty, you'll thrive in a hybrid setting that fosters in-person collaboration, innovation and growth. This approach optimizes both remote and in-person interactions, enabling you to connect and ideate with your team and deepen valuable relationships across the company, while still enjoying the flexibility of remote work for focused tasks and projects.   Are you looking for an opportunity to join a claims team with a fast-growing company that has consistently outpaced the industry in year-over-year growth? Liberty Mutual has an excellent claims opportunity available. As a Commercial Insurance Claims Representative , you will review, and process simple and straightforward Commercial claims within assigned authority limits consistent with policy and legal requirements. In addition to a wide range of benefits, as a direct employee, your insurance education and training are paid by Liberty Mutual.   You will be required to go into the...

Built on meritocracy, our unique company culture rewards self-starters and those who are committed to doing what is best for our customers. Brown & Brown is seeking a Property & Casualty Geographic Sales Leader to join our growing team! This role will be responsible for increasing sales volume and profitability in a dedicated geography and line of business segment through impactful leadership, strategic planning, and ongoing development of new and seasoned producers. How You Will Contribute: Establish a plan for sustainable organic growth, focusing on financial results, new business and customer retention, and talent acquisition and development. Establish, direct, and monitor sales goals and objectives that are aligned with the national practice and regional strategy. Lead, coach, and motivate the sales teams with an unwavering commitment to revenue growth. Partner with national, market and local leadership to regularly evaluate and identify short-term...

What part will you play? If you’re looking for a place where you can make a meaningful difference, you’ve found it. The work we do at Markel gives people the confidence to move forward and seize opportunities, and you’ll find your fit amongst our global community of optimists and problem-solvers. We’re always pushing each other to go further because we believe that when we realize our potential, we can help others reach theirs. Join us and play your part in something special! The primary purpose of this position is to act as a resource and serve as an integral member of the underwriting team able to overcome obstacles in the workload and meet timelines by fulfilling basic underwriting support responsibilities. This position will handle day-to- day client servicing including managing workflow and reinforcing the ease of doing business with Markel by meeting or exceeding agents/brokers expectations and providing quality service on a consistent basis. Job Responsibilities...

Built on meritocracy, our unique company culture rewards self-starters and those who are committed to doing what is best for our customers. Brown & Brown is seeking a Sr. Financial Consultant to join our growing team in Plano, TX!         Leads and oversees the servicing of financial consulting needs for employee benefit clients.   Utilizes industry knowledge and expertise to retain clients by providing financial, industry trends, and strategic insights guiding clients through impactful benefit changes.  Independently evaluates financial and utilization metrics for clients including but not limited to monthly financial reports, utilization metrics and benchmarks as well as assist in negotiating renewal proposals and preparing and recommending plan changes and/or alternative funding recommendations.       How You Will Contribute:     Oversight of monthly financial reports...

Tokio Marine HCC – Surety Group, a member of the Tokio Marine Group of Companies, has an opportunity for Senior Contract Bond Underwriter at our Plano, TX branch office. Job Summary Under general direction, reviews contract bond applications to evaluate, classify, and rate each risk to determine acceptability, coverage, and pricing. Establishes, maintains and develops agency and/or broker relationships. Has expanded underwriting authority and significant business development responsibility.   Key Responsibilities Relying on limited experience and knowledge, this role is responsible for accomplishing the following assignments. These assignments are varied in nature. Review contract bond applications to evaluate, classify, and rate each risk to determine acceptability and rating. Perform analysis of applicant's financial statements, collateral, and related due diligence. Prepare bond execution and Financial Adjustment Notices (FAN) reports. Approve within given...

What part will you play? If you’re looking for a place where you can make a meaningful difference, you’ve found it. The work we do at Markel gives people the confidence to move forward and seize opportunities, and you’ll find your fit amongst our global community of optimists and problem-solvers. We’re always pushing each other to go further because we believe that when we realize our potential, we can help others reach theirs. Join us and play your part in something special! What part will you play? If you’re looking for a place where you can make a meaningful difference, you’ve found it. The work we do at Markel gives people the confidence to move forward and seize opportunities, and you’ll find your fit amongst our global community of optimists and problem-solvers. We’re always pushing each other to go further because we believe that when we realize our potential, we can help others reach theirs. Join us and play your part in something special! The Energy & Power...

Built on meritocracy, our unique company culture rewards self-starters and those who are committed to doing what is best for our customers. Brown & Brown is seeking a Network Engineer to join our growing team in Plano, TX! The Network Engineer is responsible for the design, implementation, configuration, monitoring, support, and optimization of enterprise network infrastructure across both physical on-premise deployments and cloud environments. This role requires strong technical expertise in routing, switching, wireless networking, security, and network operations, with the ability to troubleshoot complex issues and support critical business infrastructure. The ideal candidate is a hands-on technical professional with experience managing modern network environments, supporting multi-site connectivity, and maintaining secure, high-performing network operations. How You Will Contribute:   Configure, deploy, monitor, and support enterprise network...

Built on meritocracy, our unique company culture rewards self-starters and those who are committed to doing what is best for our customers. Bridge Specialty Group is seeking a Property Broker to join our growing team in Plano, TX! We are a merit-based company, hard work & performance is recognized & rewarded in this office. High performers for these positions tend to be analytical, intuitive, and possess generally good business instincts & critical thinking skills. How You Will Contribute: Build agent and broker relationships Manage current book of business Provide excellent customer service Seek opportunities to access and cultivate new markets Effectively manage carrier relationships Provide guidance and training to Assistant Broker Review and analyze risks, ensuring all required information is obtained Licenses and Certifications: CIC or CPCU designation Skills & Experience to Be Successful: Bachelor’s...