税务经理 - 保险
Tax Manager - Insurance
Overview
在 Wipfli，人才至关重要。
在 Wipfli，我们的员工是所有事情的核心——我们创造卓越影响和非凡成果的催化剂。
我们相信灵活性。我们注重人际关系。我们鼓励每个人走自己的道路。
人才真正重要，他们也能感受到这一点。对于那些希望有所作为并找到职业归属的人，Wipfli 提供一个改变职业生涯的机会。
Responsibilities
Responsibilities:
- 监督和指导保险税务团队成员，支持他们的职业和技术发展。
- 协助管理客户关系，支持业务拓展工作。
- 参与建立新的客户关系，支持业务增长。
- 作为保险税务问题的技术资源，在高级领导的指导下提供支持。
- 进行税务研究，与保险公司合作处理税务事务；根据指派协助特殊项目。
- 监督人寿、非人寿和自保保险客户的合规性，包括监督联邦和州公司保险所得税申报表的准备和审核。
- 支持以保险为核心的税务规划和监管合规策略。
- 跟踪保险行业的趋势和发展，并与团队分享知识。
- Knowledge, Skills and Abilities
- Qualifications:
- 需要会计或相关领域的学士学位。
- 需要有效的注册会计师（CPA）执照。
- 需要有公司税务和保险方面的经验。
- 需要 5 年以上经验，最好是在公共会计领域。
- 展现出监督员工和在团队环境中管理多个项目的的能力。
- 强大的客户服务和沟通能力，能够建立并维护客户关系。
Amanda Feltner 会从我们的招聘团队中引导你完成这个过程。访问她的 LinkedIn 页面进行联系！
Additional Details
Additional Details:
Wipfli 是一家平等机会/积极行动雇主。所有候选人将根据种族、信仰、肤色、宗教、国籍、性别、年龄、婚姻状况、性取向、性别认同、退伍军人身份、残疾或其他受联邦、州或地方法律保护的特征，获得就业考虑。
Wipfli 致力于为残疾人提供合理的便利。如果你需要合理的便利来完成申请、面试或其他环节，请联系我们。
查看英文原文
Overview
At Wipfli, people count.
At Wipfli, our people are core to everything we do—the catalyst behind our ability to create exceptional impact and extraordinary results.
We believe in flexibility. We focus on relationships. We encourage each individual to follow their own path.
People truly matter and they feel it. For those looking to make a difference and find a professional home, Wipfli offers a career-defining opportunity.
Responsibilities
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.
Knowledge, Skills and Abilities
Qualifications:
- 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!
Additional Details
Additional Details:
Wipfli is an equal opportunity/affirmative action employer. All candidates will receive consideration for employment without regards 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
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.
"Wipfli" is the brand name under which Wipfli LLP and Wipfli Advisory LLC and its respective subsidiary entities provide professional services. Wipfli LLP and Wipfli Advisory LLC (and its respective subsidiary entities) practice 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, and Wipfli Advisory LLC provides tax and business consulting services to its clients. Wipfli Advisory LLC and its subsidiary entities are not licensed CPA firms.
Originally posted on Himalayas