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 Director on the Specialty Services team, you will provide strategic tax leadership to insurance clients while overseeing complex compliance, provision, and advisory engagements. This role is ideal for an experienced tax professional who enjoys serving as a trusted advisor, developing high-performing teams, driving client relationships, and contributing to the growth and success of a national accounting and advisory firm.
What You’ll Do:
Lead and oversee complex tax engagements, ensuring high-quality client service and technical excellence
Serve as a trusted advisor to clients on tax planning, compliance, and consulting matters
Review tax returns, tax provisions, and other key deliverables for accuracy and compliance
Manage and strengthen client relationships while identifying opportunities for expanded services
Provide technical guidance, coaching, and mentorship to Managers, Seniors, and Staff
Oversee engagement budgets, staffing, timelines, and overall project execution
Lead complex insurance tax and Outbound International Tax (OIT) matters, including cross-border planning and compliance
Partner with firm leadership on practice growth, business development, and strategic initiatives
Stay current on tax legislation and industry developments and communicate impacts to clients and internal teams
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, Taxation, or related field
Active CPA license required
8+ years of progressive public accounting tax experience
Strong technical expertise in corporate taxation, including federal and state compliance, tax planning, and consulting
ASC 740 tax provision experience required; SSAP 101 experience preferred
OIT (Outbound International Tax) experience preferred, including Forms 5471, 5472, 8991, and 8992
Proven ability to lead client engagements, develop teams, and manage key client relationships
Strong analytical, project management, and communication skills
Ability to identify tax planning opportunities and contribute to practice growth
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.
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.
Equal Opportunity Employer
This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights notice from the Department of Labor.
