Tax Manager - Financial Services Organization - GCR/Insurance - Captive Insurance Consultant
Listed on 2025-12-11
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Finance & Banking
Risk Manager/Analyst, Financial Compliance
Tax Manager - Financial Services Organization - GCR/Insurance - Captive Insurance Consultant
At EY, we’re all in to shape your future with confidence. Join EY and help shape a better working world.
The opportunityEY is a leader in the global financial services marketplace and the only professional services firm with a separate business unit dedicated to the financial services industry. Our focused model and bold ambition put us at the center of the events that reshape and redefine the industry, working side by side with clients across banking, capital markets, wealth and asset management, insurance, and real estate.
We look for talent with a passion for solving complex challenges.
Key Responsibilities
- Oversee preparation and delivery of captive insurance feasibility studies, utilization projects, and captive insurance tax consulting memos and tax opinions.
- Manage client relationships, including building effective client relationships, staffing and economics of engagements, and analyzing engagement results to continue providing exceptional client service.
- Bachelor’s degree.
- CPA or licensed attorney.
- Experience or knowledge of captive insurance companies.
- 5–10 years of experience in accounting or taxation for insurance companies.
- Understanding of GAAP/statutory accounting principles.
- Basic understanding of ASC 740/SSAP 101.
- Experience preparing tax returns.
- Experience in state and local taxation.
- Self‑motivation and critical thinking.
- Ability to lead a team of professionals.
- Comprehensive compensation and benefits package powered by medical, dental, pension, 401(k), and paid time off.
- Hybrid work model with flexible vacation and paid holidays.
- World‑class experiences and professional development in a diverse and inclusive culture.
EY provides equal employment opportunities to applicants and employees without regard to race, color, religion, age, sex, sexual orientation, gender identity, pregnancy, national origin, protected veteran status, disability status, or any other legally protected basis. EY is committed to providing reasonable accommodations to qualified individuals with disabilities.
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