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 a Tax Manager in our Insurance Tax Practice, you’ll be a key leader in a specialized, high-volume corporate tax compliance process focused primarily on Form 1120-PC returns. You’ll work across teams to review returns, coach preparers, communicate with clients, and keep work moving accurately and efficiently. This role offers the opportunity to take ownership of a meaningful return portfolio while collaborating with experienced professionals who can support your development in the producer-owned reinsurance company (PORC) area.
What You’ll Do
- Lead and coordinate a high-volume corporate tax compliance process, primarily involving Form 1120-PC returns.
- Review federal corporate tax returns and supporting workpapers for accuracy, completeness, consistency, and compliance with applicable requirements.
- Own an assigned portion of the return portfolio while helping coordinate workflow across the broader tax practice.
- Work closely with domestic and international team members to establish priorities, monitor progress, and meet deadlines.
- Provide leadership, coaching, and technical guidance to preparers so they understand return procedures, workpaper expectations, and the tax treatment behind the work.
- Participate in return preparation during training and as needed to understand the process, support the team, and strengthen review quality.
- Communicate proactively with clients regarding information requests, open items, timing, and tax matters.
- Keep preparers, reviewers, managers, and senior leaders aligned on responsibilities, status, and deadlines.
- Research and resolve corporate and insurance tax matters, including issues involving the IRS, and document conclusions clearly.
- Identify recurring issues and recommend process improvements that enhance quality, efficiency, and consistency.
- Provide day-to-day supervision, training, and feedback to team members across experience levels and locations.
- Step into technical, client-facing, or team support needs as workloads and priorities shift.
- Engage in professional development and firm-sponsored training to stay current on relevant corporate and insurance tax requirements and industry practices.
About You
- Bachelor’s degree in Accounting or a related field is required.
- Active CPA license or Enrolled Agent credential is required.
- At least 8 years of relevant tax experience is preferred; flexibility may be considered based on the depth and level of experience.
- Strong corporate tax experience, with Form 1120 as a primary area of focus; insurance tax experience is preferred but not required.
- Prior experience managing or supervising tax professionals is preferred.
- Demonstrated ability to lead a high-volume compliance process while maintaining quality, communication, and client service.
- Ability to review complex work, understand how returns are prepared, and coach staff through technical and process questions.
- Strong ownership mindset with the maturity to manage competing priorities, anticipate issues, and follow work through completion.
- Excellent client communication and relationship-management skills.
- Collaborative leadership style and willingness to work across levels, teams, and locations.
- Strong organizational, time-management, and problem-solving skills.
- Commitment to being a hands-on team member who is willing to contribute wherever needed.
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.
Springline Advisoryis an equal opportunity employer. We celebrate diversity and are committed to creating an inclusive environment for all employees.
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