Offer summary

Qualifications:

Bachelor's degree in Accounting or related field required., Active CPA license required., At least 10+ years of experience in public accounting or corporate/public blend setting required., Proven leadership skills in managing client service teams. .

Key responsabilities:

Manage a team of insurance tax professionals and assist in their professional growth.

Build and maintain client relationships to grow the practice.

Perform tax research and oversee compliance for insurance clients.

Stay updated on industry trends and educate the team accordingly.

Job description

Referral Details:

We greatly appreciate your referral, and we look forward to reviewing the qualifications of the candidate you've recommended. Here's a brief overview of the process:

After you've completed this referral form, your recommended candidate will be directed to apply for the specific role through our website. This step is crucial for Wipfli to remain compliant with federal laws and to ensure a fair and transparent selection process. Once their application is received, our Talent Acquisition team will evaluate their qualifications, including how well they align with the requirements of the role and the broader needs of our organization.

Your referred candidate will remain in our candidate database for future opportunities, offering them additional chances to become part of our team. As the referrer, your role in the recruitment process is to bring potential talent to our attention. We ask that you refrain from discussing updates on the candidate's status, out of respect for their personal consideration. Our Talent Acquisition team will provide you with a final update once the candidate has been informed of their application status. Throughout this process, we may reach out to you with any questions or additional information to ensure a seamless and effective referral experience.

Thank you for your invaluable contribution to our recruitment efforts, and we sincerely appreciate your understanding and support throughout this process. If you would like to read more about referral bonus eligibility, please visit InSite: Referral Bonus Program Eligibility

Responsibilities: 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. Knowledge, Skills and Abilities: Qualifications: - 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 #LI-AF1 #LI-Remote

Required profile