Tax Manager - Insurance Specialty at Springline Advisory in Overland Park, KS

Job description

• 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.

Responsibilities

• 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.

Requirements

• 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.
• 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

Skills

Required

• Licensed CPA

Preferred

• SSAP 101 experience
• Insurance tax experience

Benefits

• 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.