Senior Manager/Director, Tax - Insurance

Wipfli Advisory LLC

13d • $142,000 - $192,000 • Remote

About The Position

At Wipfli, people count.
At Wipfli, our people are core to everything we do—the catalyst behind our ability to create exceptional impact and extraordinary results.
We believe in flexibility. We focus on relationships. We encourage each individual to follow their own path.
People truly matter and they feel it. For those looking to make a difference and find a professional home, Wipfli offers a career-defining opportunity.

Requirements

• Bachelor's degree in Accounting, or related field, required
• Active CPA license required
• Previous Corporation Taxation & Insurance experience required
• At least 10+ years of experience in public accounting or corporate/public blend setting required
• Proven leadership skills in managing client service teams and multiple projects in a fast-paced and interactive team environment
• Exceptional client service and communication skills with a proven ability to develop and maintain outstanding client relationships

Responsibilities

• Manage a team of insurance tax professionals and help them grow both professionally and technically
• Assist with growing the practice and managing client relationships
• Building new relationships leading to increasing the revenue of the practice
• Being a technical resource for the practice with insurance tax matters
• Perform tax research and work with insurance clients on tax matters as well as plan and implement special projects
• Responsible for the compliance function on life, non-life, and captive clients including supervising the preparation and technical review of federal and state corporate insurance income tax returns
• Assist with strategies for insurance-focused tax planning and regulatory compliance
• Staying abreast, and educating others, of trends and developments within the insurance industry.
• Oversee compliance for life, non-life, and captive insurance clients, including supervising preparation and review of federal and state corporate insurance income tax returns.

Benefits

• Wipfli cares about our associates and offers a variety of benefits to support their well-being. Highlights include 8 health plan options (both HMO & PPO plans), dental and vision coverage, opportunity to enroll in HSA with potential Firm contribution and an Employee Assistance Program. Other benefits include firm-sponsored basic life and short and long-term disability coverage, a 401(k) savings plan & profit share as well as Firm matching contribution, well-being incentive, education & certification assistance, flexible time off, family care leave, parental leave, family formation benefits, cell phone reimbursement, and travel rewards. Voluntary benefit offerings include critical illness & accident insurance, hospital indemnity insurance, legal, long-term care, pet insurance, ID theft protection, and supplemental life/AD&D. Eligibility for all benefits programs is dependent on annual hours expectation, position status/level and location.

What This Job Offers

• Job Type: Full-time
• Career Level: Senior
• Number of Employees: 1,001-5,000 employees