OverviewResponsibilitiesResponsibilities:- 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 AbilitiesQualifications: - 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 DetailsAdditional Details: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.
