Easy Apply Now

A bit about us:

Founded in 1999, we are an exceptional firm dedicated to serving the insurance industry. Originating as a bold idea, our firm was established with the vision of providing insurance clients with unparalleled, industry-specific service. With trust, longevity, and mutual respect as our guiding principles, we have created a "new day" in public accounting. We are unwavering in our commitment to making a meaningful difference, fostering exceptional talent, and nurturing genuine industry relationships. This commitment drives every member of our team and resonates profoundly with our valued clients.

Why join us?

  • Competitive Compensation
  • 401k Profit sharing program
  • Maximum of 55 hours per week during busy season
  • Transparent path for career growth
  • Amazing company culture
  • All the resources/tools you need to be successful
  • Hybrid work environment

Job Details

Key Responsibilities:
  • Client Leadership: Provide expert guidance and support to insurance clients, addressing complex tax matters and fostering strong, lasting relationships.
  • Tax Strategy: Develop and implement innovative tax strategies, ensuring compliance and optimizing client tax positions.
  • Team Leadership: Lead and mentor a team of tax professionals, fostering a culture of growth, collaboration, and excellence.
  • Technical Excellence: Stay updated on tax laws and regulations, ensuring clients receive accurate, timely advice.
  • Project Management: Manage client engagements, ensuring high-quality service delivery, and adherence to deadlines.
  • Client Growth: Contribute to business development efforts, including client proposals and presentations, to expand the firm's reach and client base.

Qualifications:
  • Bachelor's or Master's degree in Taxation, Accounting, or related field.
  • Certified Public Accountant (CPA) license.
  • Proven experience in tax leadership roles, with a focus on the insurance industry.
  • In-depth knowledge of tax laws, regulations, and compliance.
  • Exceptional leadership and team management skills.
  • Strong communication and interpersonal abilities.
  • Detail-oriented, with strong problem-solving skills.
  • Ability to thrive in a dynamic, client-focused environment.
Easy Apply Now