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

Tax Manager – Financial Services Organization – Captive Insurance

At EY, we’re all in to shape your future with confidence. Join our global team as a Tax Manager focusing on captive insurance tax engagements.

Location: Anywhere in Country

Industry: Financial Services

Job Function: Accounting / Auditing and Finance

Seniority Level: Mid‑Senior level

Employment Type: Full‑time

As a Manager, you will lead multiple captive insurance tax engagements, preparing consulting memos, tax opinions, feasibility studies, and supporting audits. Your responsibilities include overseeing delivery, managing relationships, staffing and economics of projects, and ensuring exceptional client service.

• Oversee preparation and delivery of captive insurance tax consulting memos and tax opinions.
• Lead captive insurance feasibility studies, including specific commentary on tax implications.
• Conduct financial statement audits and review of tax returns.
• Manage client relationships, including relationship building, staffing, and engagement economics.
• Analyze engagement results to continually enhance client service.

• 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.
• Income tax support for audits and experience with insurance and C‑Corporations.
• At least 5 years of experience preparing 1120, 1120‑PC, 1120‑L and consolidated group returns; reviewing these returns is a must.
• Experience working in One Source and/or Corptax environments.
• Experience with captive insurance companies is a bonus.

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

• Dependability and integrity.
• Desire to learn new technical skills.
• Ability to collaborate effectively within the team.
• Application of logic, creativity, and composure under pressure.
• Leadership potential, inspiring others to perform at their best.
• Passion and enthusiasm for what you do.

• Comprehensive compensation and benefits: base salary range from $103,600 to $189,900 in the U.S., and $124,300 to $215,800 for selected metro areas, plus medical, dental, pension, 401(k), and paid time off.
• Hybrid model with 40–60% in‑person collaboration expected for client‑serving roles.
• Flexible vacation policy and paid holidays, plus additional leave options.

Are you ready to shape your future with confidence? Apply today.

EY accepts applications for this position on an on‑going basis.

EY provides equal employment opportunities to applicants and employees without regard to race, color, religion, age, sex, sexual orientation, gender identity/expression, 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, including veterans with disabilities. If you have a disability and need assistance applying online or request an accommodation, please call 1‑800‑EY‑HELP3, select Option 2 for candidate related inquiries, then Option 1 for candidate queries; or email