Tax Manager - Insurance

Wipfli Advisory LLC

85d • $98,000 - $160,000

About The Position

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.
• Prior experience in Corporation Taxation & Insurance required.
• Requires 5+ years of experience, ideally in public accounting.
• Demonstrated ability to supervise staff and manage multiple projects in a team environment.
• Strong client service and communication skills, with ability to build and maintain client relationships.

Responsibilities

• Supervise and mentor insurance tax team members, supporting their professional and technical development.
• Assist in managing client relationships and supporting business development efforts.
• Contribute to building new client relationships and supporting practice growth.
• Serve as a technical resource for insurance tax matters, with guidance from senior leaders.
• Conduct tax research and collaborate with insurance clients on tax matters; assist with special projects as assigned.
• Oversee compliance for life, non-life, and captive insurance clients, including supervising preparation and review of federal and state corporate insurance income tax returns.
• Support strategies for insurance-focused tax planning and regulatory compliance.
• Stay current on trends and developments within the insurance industry and share knowledge with the team.

Benefits

• 8 health plan options (both HMO & PPO plans)
• Dental and vision coverage
• Opportunity to enroll in HSA with potential Firm contribution
• Employee Assistance Program
• Firm-sponsored basic life and short and long-term disability coverage
• 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
• Travel rewards
• Voluntary benefit offerings including critical illness & accident insurance, hospital indemnity insurance, legal, long-term care, pet insurance, ID theft protection, and supplemental life/AD&D.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Education Level: Bachelor's degree
• Number of Employees: 1,001-5,000 employees