Insurance Tax Senior 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 a Senior on the Insurance Tax team, you’ll play a pivotal role in delivering tailored tax solutions to our insurance clients. You’ll work alongside experienced professionals gaining exposure to insurance tax methodologies 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:   

• Develop and execute customized tax plans and solutions that align with each client’s unique needs and industry standards.   
• Prepare and review a variety of tax returns for insurance clients while identifying potential tax issues.  
• Manage deadlines and workload effectively to deliver high-quality tax projections and services on time.   
• Mentor and support junior team members by sharing knowledge and providing actionable feedback.   
• Contribute to the enhancement of tax methodologies, tools, and best practices.  
• Apply the AICPA Code of Professional Conduct and relevant industry regulations to uphold integrity and excellence in tax engagements.  
• Demonstrate strong knowledge of Generally Accepted Accounting Principles (GAAP), Other Comprehensive Basis of Accounting (OCBOA), unique or specialized accounting principles, and financial statements presentations.  
• Engage in professional development and firm-sponsored training to stay at the forefront of industry best practices.   

About You:   

• Bachelor’s degree in accounting or related field is required; Master’s degree is preferred. Licensed CPA in good standing or actively working towards passing the CPA exam is preferred.  
• At least 18-24 months of experience in public accounting or relevant position.  
• Display advanced knowledge of accounting principles and regulations.  
• 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, including advising and communicating solutions and issues to clients.   
• Proficient in using relevant tax software.  

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.