Insurance Tax Associate

About Our Team:  

MarksNelson, a Springline company, is an award-winning regional firm with the reach and resources of a national powerhouse. As a founding firm member of Springline Advisory, we bring expanded capabilities, deeper expertise, and even greater opportunities to serve our clients—while staying true to the personalized, high-touch service and vibrant culture that sets us apart.  

This is an exciting time to join our firm as we redefine the middle-market accounting and business advisory space. We proudly invest in our people with a winning blend of values, expertise, and ambition. Our people-first approach empowers our team members to thrive within a culture that supports growth, innovation, and collaboration. Our commitment to investing in talent means flexibility, professional development, enhanced benefits, and a range of career paths to explore.   

About the Role:  

As an Associate on the Insurance Tax team, you’ll play a pivotal role in delivering tailored tax solutions to our clients. You’ll work alongside experienced professionals, gaining experience and exposure to insurance clients while deepening your expertise in tax principles and best practices. This role offers the flexibility to balance your professional and personal life while providing opportunities to grow, innovate, and make meaningful impact.  You'll be instrumental in building strong relationships with our clients and collaborating with the team to deliver quality solutions.  

What You’ll Do:  

• Complete tax returns and planning engagements specifically in the insurance niche.
• Developing in-depth knowledge of the insurance industry and becoming an industry expert in providing real-time tax services to all clients. 
• Work closely with other team members, including senior tax members and clients, to gather information and address tax-related issues.  
• Contribute to the preparation of tax returns, summarizing findings, and making recommendations for improvement. 
• Manage time effectively and meet deadlines, ensuring the timely completion of tax returns.
• Utilize and understand the rules, regulations, and Code of Professional Conduct of the American Institute of Certified Public Accountants (AICPA). 
• Demonstrate knowledge in Generally Accepted Accounting Principles (GAAP), Other Comprehensive Basis of Accounting (OCBOA), unique or specialized accounting principles, and financial statements presentations. 
• Attend and participate in professional education and training sessions. 

About You:  

• Bachelor’s degree in accounting or related field is required; Master’s degree is preferred. Actively working towards passing the CPA exam is preferred or licensed CPA in good standing. 
• Internship experience in public accounting or relevant position is preferred. 
• Display solid knowledge of accounting principles and tax principles. 
• Collaborative mindset: You thrive in a team environment and embrace continuous learning.  
• Adept at working at a fast pace while maintaining precision and meeting deadlines.   
• Effective communicator with strong verbal and writing skills. 

Why Join Us:  

We’re growing rapidly and constantly evolving, allowing our team members to share their unique perspectives, solve new challenges, and own their careers. We’re committed to supporting your happiness, health, and overall well-being by providing comprehensive benefits and perks, including: 

• Flexible Work Environment: This opportunity is hybrid. This flexibility allows you to balance your work and personal life while contributing to an exciting vision and team. 
• Dynamic and Innovative Work: An opportunity to play a critical role within a rapidly growing firm with a supportive and collaborative culture. 
• Growth Opportunities: A dynamic and supportive environment where your contributions will directly impact the firm’s growth and success and share in the rewards. 
• Collaborative Culture: A team-oriented culture that values innovation, entrepreneurial spirit, and growth mindset.  
• Competitive Compensation: A comprehensive salary and benefits package, including performance-based incentives and growth opportunities. 

MarksNelson, a Springline company, is an equal opportunity employer. We celebrate diversity and are committed to creating an inclusive environment for all employees.