Tax Manager - Insurance Specialty

About Our Team

At Springline Advisory, we’re building a firm where growth and culture go hand in hand. We partner with entrepreneurial accounting and advisory firms across the country to create something bigger together, while staying grounded in the relationships, values, and local cultures that matter most.

Our teams have the opportunity to do meaningful work, collaborate across markets and specialties, and help shape the future of a fast-growing organization. Backed by Trinity Hunt Partners and recognized as one of Accounting Today’s fastest-growing firms, we’re creating a place where ambitious people can build rewarding, long-term careers.

About the Role

As an Insurance Tax Manager on the Specialty Services team, you will play a key role in delivering high-quality tax compliance, provision, and advisory services to insurance clients. This role is ideal for a technically strong tax professional who enjoys solving complex issues, building trusted client relationships, and mentoring team members while contributing to the growth of a national accounting and advisory platform.

What You’ll Do

• Manage and review a portfolio of small to large sized tax clients.
• Prepare and review tax provisions (ASC 740/SSAP 101).
• Assist and review complex consolidated tax returns, with combined/unitary states.
• Lead tax research and consulting projects, including assisting with the preparation of tax memorandums.
• Provide effective and timely feedback, mentoring tax staff and fostering professional growth.
• Participate in business development initiatives and contribute to client expansion efforts.

About You

Strategic Problem Solver - Identifies key issues, evaluates alternatives, and develops proactive solutions, strong sense of action and decision making.

Client Advisor - Builds trust through clear communication, responsiveness, and practical guidance tailored to each client’s business needs.

Communication & Influence - Effectively communicates complex concepts to clients, colleagues, and leadership in a professional manner. Builds relationships easily across the firm with a collaborative mindset.

Leadership & Talent Development - Develops team members through coaching, accountability, and meaningful opportunities for professional growth.

Results Orientation - Successfully manages multiple priorities, drives engagements to completion, and consistently delivers high-quality outcomes.

Innovation & Process Improvement - Improves processes and efficiency in ways that strengthen both the client and employee experience.

Required & Preferred Qualifications

• Bachelor’s degree in Accounting
• Licensed CPA
• At least five years of recent public accounting experience in tax
• Corporate tax return preparation and tax issues, including a working knowledge of consolidated return issues (federal and state)
• ASC 740 tax provision experience (SSAP 101 experience preferred, but not required)
• Insurance tax experience is preferred (not required)
• Excellent problem-solving and client-relationship skills
• A willingness to work with and learn from all your team members
• Ability to work both independently and as a member of a team while juggling multiple priorities
• Communication skills - clear, concise writing and verbal skills 

Why Join Us

As part of Springline, you’ll have the resources and infrastructure of a growing national platform while maintaining the entrepreneurial spirit and local-market influence that drive success.

• Hybrid Work Environment: Team members work in the office a minimum of 2 days per week to support collaboration, mentorship, and client service excellence.
• Meaningful Client Impact: Work directly with insurance clients on complex tax compliance, provision, and advisory matters.
• Growth Opportunities: Expand your technical expertise and leadership influence within one of the fastest-growing accounting and advisory platforms in the country.
• Collaborative Culture: Join a team-oriented environment that values technical excellence, innovation, mentorship, and continuous learning.
• Competitive Compensation: Comprehensive salary and benefits package, including performance-based incentives and opportunities for professional growth.

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

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