Tax Manager - Insurance Specialty

Springline Advisory

$95K — $115K *
Legal & Accounting
5 - 7 years of experience
Job Overview by Ladders

Qualifications

  • Bachelor's degree in Accounting
  • Licensed CPA
  • 5+ years of public accounting experience in tax
  • Experience with corporate tax return preparation and issues
  • Knowledge of ASC 740 tax provision and SSAP 101 (preferred)
  • Strong problem-solving and client relationship skills
  • Effective communication skills, both written and verbal

Responsibilities

  • Manage and review client tax portfolios ranging in size
  • Prepare and review ASC 740 tax provisions
  • Assist with complex consolidated tax returns
  • Lead tax research and consulting projects
  • Mentor tax staff and provide timely feedback
  • Engage in business development and client expansion efforts

Benefits

  • Hybrid work environment with a minimum of 2 office days per week
  • Direct impact on insurance clients' tax matters
  • Opportunities for expanding technical expertise and leadership
  • Culture that emphasizes collaboration and continuous learning
  • Comprehensive benefits package with performance-based incentives
Full Job Description
About the Role

As an Insurance Tax Manager on the Specialty Services team, you will play a key role in delivering high-quality tax compliance, provision, and advisory services to insurance clients. This role is ideal for a technically strong tax professional who enjoys solving complex issues, building trusted client relationships, and mentoring team members while contributing to the growth of a national accounting and advisory platform.

What You'll Do
  • Manage and review a portfolio of small to large sized tax clients.
  • Prepare and review tax provisions (ASC 740/SSAP 101).
  • Assist and review complex consolidated tax returns, with combined/unitary states.
  • Lead tax research and consulting projects, including assisting with the preparation of tax memorandums.
  • Provide effective and timely feedback, mentoring tax staff and fostering professional growth.
  • Participate in business development initiatives and contribute to client expansion efforts.


About You

Strategic Problem Solver - Identifies key issues, evaluates alternatives, and develops proactive solutions, strong sense of action and decision making.

Client Advisor - Builds trust through clear communication, responsiveness, and practical guidance tailored to each client's business needs.

Communication & Influence - Effectively communicates complex concepts to clients, colleagues, and leadership in a professional manner. Builds relationships easily across the firm with a collaborative mindset.

Leadership & Talent Development - Develops team members through coaching, accountability, and meaningful opportunities for professional growth.

Results Orientation - Successfully manages multiple priorities, drives engagements to completion, and consistently delivers high-quality outcomes.

Innovation & Process Improvement - Improves processes and efficiency in ways that strengthen both the client and employee experience.

Required & Preferred Qualifications
  • Bachelor's degree in Accounting
  • Licensed CPA
  • At least five years of recent public accounting experience in tax
  • Corporate tax return preparation and tax issues, including a working knowledge of consolidated return issues (federal and state)
  • ASC 740 tax provision experience (SSAP 101 experience preferred, but not required)
  • Insurance tax experience is preferred (not required)
  • Excellent problem-solving and client-relationship skills
  • A willingness to work with and learn from all your team members
  • Ability to work both independently and as a member of a team while juggling multiple priorities
  • Communication skills - clear, concise writing and verbal skills

Why Join Us

As part of Springline, you'll have the resources and infrastructure of a growing national platform while maintaining the entrepreneurial spirit and local-market influence that drive success.
  • Hybrid Work Environment: Team members work in the office a minimum of 2 days per week to support collaboration, mentorship, and client service excellence.
  • Meaningful Client Impact: Work directly with insurance clients on complex tax compliance, provision, and advisory matters.
  • Growth Opportunities: Expand your technical expertise and leadership influence within one of the fastest-growing accounting and advisory platforms in the country.
  • Collaborative Culture: Join a team-oriented environment that values technical excellence, innovation, mentorship, and continuous learning.
  • Competitive Compensation: Comprehensive salary and benefits package, including performance-based incentives and opportunities for professional growth.

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