Tax Director - Insurance Specialty
About The Position
At Springline Advisory, we’re building a firm where growth and culture go hand in hand. We partner with entrepreneurial accounting and advisory firms across the country to create something bigger together, while staying grounded in the relationships, values, and local cultures that matter most. Our teams have the opportunity to do meaningful work, collaborate across markets and specialties, and help shape the future of a fast-growing organization. Backed by Trinity Hunt Partners and recognized as one of Accounting Today’s fastest-growing firms, we’re creating a place where ambitious people can build rewarding, long-term careers. As an Insurance Tax Director on the Specialty Services team, you will provide strategic tax leadership to insurance clients while overseeing complex compliance, provision, and advisory engagements. This role is ideal for an experienced tax professional who enjoys serving as a trusted advisor, developing high-performing teams, driving client relationships, and contributing to the growth and success of a national accounting and advisory firm.
Requirements
- Bachelor’s degree in Accounting, Taxation, or related field
- Active CPA license required
- 8+ years of progressive public accounting tax experience
- Strong technical expertise in corporate taxation, including federal and state compliance, tax planning, and consulting
- ASC 740 tax provision experience required
- Proven ability to lead client engagements, develop teams, and manage key client relationships
- Strong analytical, project management, and communication skills
- Ability to identify tax planning opportunities and contribute to practice growth
Nice To Haves
- SSAP 101 experience preferred
- Insurance tax experience preferred
- OIT (Outbound International Tax) experience preferred, including Forms 5471, 5472, 8991, and 8992
Responsibilities
- Lead and oversee complex tax engagements, ensuring high-quality client service and technical excellence
- Serve as a trusted advisor to clients on tax planning, compliance, and consulting matters
- Review tax returns, tax provisions, and other key deliverables for accuracy and compliance
- Manage and strengthen client relationships while identifying opportunities for expanded services
- Provide technical guidance, coaching, and mentorship to Managers, Seniors, and Staff
- Oversee engagement budgets, staffing, timelines, and overall project execution
- Lead complex insurance tax and Outbound International Tax (OIT) matters, including cross-border planning and compliance
- Partner with firm leadership on practice growth, business development, and strategic initiatives
- Stay current on tax legislation and industry developments and communicate impacts to clients and internal teams
Benefits
- Comprehensive salary and benefits package
- Performance-based incentives
- Opportunities for professional growth
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What This Job Offers
Job Type
Full-time
Career Level
Senior
