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

Tax Manager – Financial Services Organization (Captive Insurance)

Location:

Anywhere in Country

Join EY 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 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 venerable institutions to dynamic new entrants across Banking, Capital Markets, Wealth and Asset Management, Insurance, Real Estate, Hospitality and Construction.

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

We currently have an opportunity to join our Insurance Tax practice as a Manager, focusing on captive insurance tax engagements. You will work with dedicated professionals in the insurance industry, engaging in dynamic captive insurance tax consulting, tax compliance, feasibility and optimization projects to develop your tax technical knowledge with captive insurance industry clients.

• Oversee preparation and delivery of captive insurance tax consulting memos and tax opinions.
• Lead captive insurance feasibility studies, including tax implication commentary.
• Conduct financial statement audits and review of tax returns.
• Manage client relationships, including building effective relationships and maintaining engagement economics.
• Analyze engagement results to continually improve client service.

• Bachelor's Degree and minimum 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 companies and C Corporations.
• At least 5 years of experience preparing and reviewing Form 1120, 1120PC, 1120L and consolidated group returns.
• Experience working in One Source and/or Corptax environments.
• Experience with captive insurance companies a bonus.

• Knowledge of how captive insurance companies operate.
• Direct experience in state and local taxation.
• Self‑motivation, critical thinking, eagerness to build a professional network.
• Ability to lead a team of professionals and drive new business opportunities at client sites.
• Dependability, integrity, passion and enthusiasm for the work.

• Competitive salary range: $103,600–$189,900 (US). New York City Metro Area, Washington State and California: $124,300–$215,800.
• Comprehensive medical and dental coverage, pension and 401(k) plans, and a wide range of paid time‑off options.
• Hybrid work model: most external, client‑serving roles work 40‑60% of the time in person.
• Flexible vacation policy based on personal circumstances; includes EY Paid Holidays, seasonal breaks, personal/family care and other leave types.

Are you ready to shape your future with confidence? Apply today. EY accepts applications for this position on an ongoing basis.

EY provides equal employment opportunities and is committed to reasonable accommodation for qualified individuals with disabilities, including veterans. For assistance, call 1‑800‑EY‑HELP3 or email

EY focuses on high‑ethical standards and integrity, providing services across assurance, consulting, tax, strategy and transactions. EY is building a better working world by creating new value for clients, people, society and the planet.