Senior Manager/Director, Tax - Insurance

Overview

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. 

Responsibilities

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.

Knowledge, Skills and Abilities

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 

 

 

Amanda Feltner, from our recruiting team, will be guiding you through this process. Visit her LinkedIn page to connect! 

 

#LI-AF1 #LI-Remote

Additional Details

Additional Details:

 

Wipfli is an equal opportunity/affirmative action employer. All candidates will receive consideration for employment without regards to race, creed, color, religion, national origin, sex, age, marital status, sexual orientation, gender identify, veteran status, disability, or any other characteristics protected by federal, state, or local laws. 

 

Wipfli is committed to providing reasonable accommodations for people with disabilities. If you require a reasonable accommodation to complete an application, interview, or participate in our recruiting process, please send us an email at [email protected]  

 

Wipfli values fair, transparent, and competitive compensation, considering each candidate's unique skills and experiences. 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. The actual salary at the time of offer depends on business related factors like location, skills, experience, training/education, licensure, certifications, business needs, current associate pay, and relevant employment laws. 

 

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. 

 

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. 

 

"Wipfli" is the brand name under which Wipfli LLP and Wipfli Advisory LLC and its respective subsidiary entities provide professional services. Wipfli LLP and Wipfli Advisory LLC (and its respective subsidiary entities) practice in an alternative practice structure in accordance with the AICPA Code of Professional Conduct and applicable law, regulations, and professional standards. Wipfli LLP is a licensed independent CPA firm that provides attest services to its clients, and Wipfli Advisory LLC provides tax and business consulting services to its clients. Wipfli Advisory LLC and its subsidiary entities are not licensed CPA firms.