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

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

Location:

Anywhere in Country

At EY, we’re all in to shape your future with confidence. We’ll help you succeed in a globally connected powerhouse of diverse teams and take your career wherever you want it to go. Join EY and help to build a better working world.

EY is a leader in serving the global financial services marketplace and the only professional services firm with a separate business unit dedicated to the financial services industry – the Financial Services Organization (FSO). Our focused model and bold ambition have put us at the center of the events that continue to reshape and redefine our industry, working side by side with a range of clients from our most venerable institutions to dynamic new entrants across Banking, Capital Markets, Wealth, Asset Management, Insurance, Real Estate, Hospitality, and Construction.

Our purpose is to help build a financial services industry where institutions are trusted and flourish, and the global economy is healthy, growing, and secure.

As a Manager, you will juggle multiple tasks in a high‑performing environment. You will oversee the preparation and delivery of captive insurance tax consulting memos and tax opinions, captive insurance feasibility studies (with specific commentary on tax implications), financial statement audits and the review of tax returns. You will also be responsible for relationship management, including building effective client relationships, managing staffing and economics of engagements, and analyzing engagement results to continue to provide exceptional service to our insurance clients.

To qualify for the role, you must have:

• Bachelor’s Degree with a minimum of 5 years of tax experience
• CPA or licensed Attorney is required
• Strong knowledge of ASC 740 and SSAP 101
• Income tax support for audits and income tax experience for insurance companies as well as C corporations
• At least 5 years of experience in preparing 1120, 1120 PC, 1120 L and consolidated group returns; experience 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
• Critical thinking
• Eager to build professional network
• Ability to lead a team of professionals
• Drive to see new business opportunities at the clients

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

At EY, we’ll develop you with future‑focused skills and equip you with world‑class experiences. We’ll empower you in a flexible environment, and fuel you and your extraordinary talents in a diverse and inclusive culture of globally connected teams.

We offer a comprehensive compensation and benefits package, including:

• Base salary range $103,600 to $189,900 (US) with additional regional breakdowns
• Medical and dental coverage, pension and 401(k) plans, and paid time off, flexible vacation policy, EY paid holidays, winter/summer breaks, personal/family care leave
• Hybrid model: 40–60% in‑person work for client‑serving roles

We accept applications on an ongoing 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, including arrest and conviction records, 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 need to request an accommodation, please call 1‑800‑EY‑HELP3, select Option 2 for candidate related inquiries, then Option 1 for candidate queries and finally Option 2 for candidates with an inquiry.