[Hiring] Senior Manager/Director, Tax - Insurance @Wipfli Advisory LLC

Role Description

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, focus on relationships, and encourage each individual to follow their own path. For those looking to make a difference and find a professional home, Wipfli offers a career-defining opportunity.

• 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.
• Assist with 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.
• 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 include critical illness & accident insurance, hospital indemnity insurance, legal, long-term care, pet insurance, ID theft protection, and supplemental life/AD&D.