ResponsibilitiesResponsibilities: - Supervise and mentor insurance tax team members, supporting their professional and technical development.
- Assist in managing client relationships and supporting business development efforts.
- Contribute to building new client relationships and supporting practice growth.
- Serve as a technical resource for insurance tax matters, with guidance from senior leaders.
- Conduct tax research and collaborate with insurance clients on tax matters; assist with special projects as assigned.
- Oversee compliance for life, non-life, and captive insurance clients, including supervising preparation and review of federal and state corporate insurance income tax returns.
- Support strategies for insurance-focused tax planning and regulatory compliance.
- Stay current on trends and developments within the insurance industry and share knowledge with the team.
Knowledge, Skills and AbilitiesQualifications:- Bachelor's degree in Accounting or related field required.
- Active CPA license required.
- Prior experience in Corporation Taxation & Insurance required.
- Requires 5+ years of experience, ideally in public accounting.
- Demonstrated ability to supervise staff and manage multiple projects in a team environment.
- Strong client service and communication skills, with ability to build and maintain 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 $106,000 to $160,000, 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.
