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About the Role

At Wipfli, people count. We believe in flexibility, focus on relationships, and encourage individuals to follow their own path. This role offers a career-defining opportunity for those looking to make a difference and find a professional home.

Responsibilities

• Manage a team of insurance tax professionals and support their professional and technical growth.
• Assist with practice growth and client relationship management.
• Build new relationships to increase practice revenue.
• Serve as a technical resource for insurance tax matters within the practice.
• Perform tax research, work with insurance clients on tax matters, and plan/implement special projects.
• Oversee compliance for life, non-life, and captive insurance 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.
• Stay informed about and educate others on trends and developments within the insurance industry.

Requirements

• Bachelor's degree in Accounting or a related field.
• Active CPA license.
• Previous Corporation Taxation & Insurance experience.
• At least 10 years of experience in public accounting or a corporate/public blend setting.
• Proven leadership skills in managing client service teams and multiple projects in a fast-paced, interactive team environment.
• Exceptional client service and communication skills with a proven ability to develop and maintain outstanding client relationships.

Location

• Remote

Work Type

• Full-time

Experience Level

• 10+ years

Education Level

• Bachelor's degree

Salary/Compensations

• $142,000 to $192,000

Benefits

• 8 health plan options (HMO & PPO)
• Dental and vision coverage
• HSA with potential Firm contribution
• Employee Assistance Program
• Firm-sponsored basic life and short/long-term disability coverage
• 401(k) savings plan & profit share with 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 offerings: critical illness & accident insurance, hospital indemnity insurance, legal, long-term care, pet insurance, ID theft protection, supplemental life/AD&D

About the Company

• "Wipfli" is the brand name under which Wipfli LLP and Wipfli Advisory LLC and its respective subsidiary entities provide professional services.
• Wipfli LLP practices in an alternative practice structure in accordance with the AICPA Code of Professional Conduct and applicable law, regulations, and professional standards.
• Wipfli LLP is a licensed independent CPA firm that provides attest services to its clients.
• Wipfli Advisory LLC provides tax and business consulting services to its clients.
• Wipfli Advisory LLC and its subsidiary entities are not licensed CPA firms.

Equal Opportunity

• Wipfli is an equal opportunity/affirmative action employer. All candidates will receive consideration for employment without regard to race, creed, color, religion, national origin, sex, age, marital status, sexual orientation, gender identity, veteran status, disability, or any other characteristics protected by federal, state, or local laws.
• Wipfli is committed to providing reasonable accommodations for people with disabilities. If you require a reasonable accommodation to complete an application, interview, or participate in our recruiting process, please send us an email at hr@wipfli.com.