Wipfli · 3 weeks ago
Tax Manager - Insurance
United States
Full-time
Remote
Mid, Senior Level
$98K/yr - $160K/yr
5+ years expWipfli is a professional services firm that values flexibility and relationships. They are seeking a Tax Manager specializing in insurance to supervise and mentor team members, manage client relationships, and oversee compliance for insurance clients.
AccountingConsultingInformation Technology
Hiring Manager
Amanda Feltner
Responsibilities
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
Qualification
Required
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
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
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
Critical illness & accident insurance
Hospital indemnity insurance
Legal
Long-term care
Pet insurance
ID theft protection
Supplemental life/AD&D
Company
Wipfli
Wipfli LLP is one of the top 20 accounting and consulting firms.
1001-5000 employees
H1B Sponsorship
Wipfli has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (5)
2024 (3)
2023 (5)
2022 (6)
2021 (7)
2020 (6)
Funding
Current Stage
Late StageTotal Funding
unknownKey Investors
New Mountain Capital
2025-08-01Private Equity
Leadership Team
Ryan Risley
Partner and Chief Technology Officer - Business Solutions Group
Jeff Greeneway
Retired
Recent News
2025-11-28
EIN Presswire
2025-11-14
Company data provided by crunchbase