Senior Manager/Director, Tax - Insurance
Wipfli · United States · 1 wk ago
RemoteRemoteBusiness Development$142k–$192k/yrFull-time
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
- Build new relationships leading to increasing the revenue of the practice
- Be 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
- Aid in strategies for insurance-focused tax planning and regulatory compliance
- Stay abreast, and educate 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
Qualifications
- 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
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
Pay
- The estimated base pay range for this role is $142,000 to $192,000, with offers typically not made at the maximum, allowing for future salary increases.
Schedule
- Individuals may be eligible for an annual discretionary bonus, subject to participation rules and based on a variety of factors including, but not limited to, individual and Firm performance.