Wipfli ยท 3 days ago
Senior Manager/Director, Tax - Insurance
United States
Full-time
Remote
Senior Level, Lead/Staff, Director/Executive
$142K/yr - $192K/yr
10+ years expWipfli is a professional services firm that values its people and offers a career-defining opportunity. The Senior Manager/Director, Tax - Insurance will manage a team of insurance tax professionals, assist with client relationships, and oversee compliance functions for various insurance clients.
AccountingConsultingInformation Technology
Hiring Manager
Amanda Feltner
Responsibilities
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
Qualification
Required
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
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