Tax Manager - Financial Services Organization - GCR​/Insurance - Manager, Captive Insurance

Tax Manager - Financial Services Organization - GCR/Insurance - Manager, Captive Insurance

Position within EY's Financial Services Organization (FSO), engaging in captive insurance tax consulting, tax compliance, and feasibility projects.

EY is a leader in the global financial services marketplace. Our purpose is to build a trusted, flourishing industry that serves diverse clients across Banking and Capital Markets, Wealth Management, Insurance, Real Estate, Hospitality and Construction. This role is part of our Insurance Tax practice focused on captive insurance tax engagements.

• Prepare and deliver captive insurance tax consulting memos and tax opinions.
• Conduct captive insurance feasibility studies with commentary on tax implications.
• Lead financial statement audits and review of tax returns.
• Manage client relationships, including building effective relationships and analyzing engagement results.
• Oversee staffing and economics of engagements.

• Bachelor's Degree with a minimum of 5 years of tax experience.
• CPA or licensed Attorney required.
• Strong knowledge of ASC 740 and SSAP 101.
• Experience with income tax support for audits and for insurance companies and C Corporations.
• At least 5 years of experience preparing 1120, 1120‑PC, 1120‑L and consolidated group returns; reviewing these returns mandatory.
• Experience in One Source and/or Corptax environments.
• Bonus: experience with captive insurance companies.

• Knowledge of how captive insurance companies operate.
• Direct experience in state and local taxation (state return compliance, income tax accounting, state apportionment fundamentals).
• Self‑motivation and critical thinking.
• Ability to build a professional network.
• Leadership potential to manage a team of professionals.
• Drive to identify new business opportunities.

• Dependability and integrity.
• Desire to learn new technical skills.
• Collaboration within the team to achieve results.
• Application of logic, creativity, and composure under pressure.
• Leadership potential to inspire teammates.
• Passion and enthusiasm for work.

• A comprehensive compensation and benefits package with base salary ranging from $103,600–$189,900 in the U.S., and higher in certain metro areas. Includes medical, dental, pension, 401(k), and paid time off.
• Flexible hybrid model: 40–60% in‑person interaction for client‑serving roles.
• Flexible vacation policy customized to personal needs, along with paid holidays and other leaves of absence.

EY provides equal employment opportunities regardless of race, color, religion, age, sex, sexual orientation, gender identity, pregnancy, genetic information, national origin, protected veteran status, disability status, or any other legally protected basis, in accordance with applicable law. EY is committed to providing reasonable accommodation to qualified individuals with disabilities.

Apply today to be considered for this position on an ongoing basis.