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

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

Join to apply for the Tax Manager - Financial Services Organization - GCR/Insurance - Manager, Captive Insurance role at EY
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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 and Capital Markets, Wealth and Asset Management, Insurance, and Real Estate, Hospitality and Construction.

Our purpose is to help build a financial services industry in which financial institutions are trusted and flourish, and the global economy is healthy, growing and secure. If you have a passion for rallying together to solve complex challenges, then come join our dynamic FSO team!

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

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

• Bachelor's degree with a minimum of 5 years of tax experience.
• CPA or licensed attorney.
• Strong knowledge of ASC 740 and SSAP 101.
• Income tax support for audits and experience with income tax for insurance companies and C‑Corporations.
• At least 5 years experience preparing 1120, 1120‑PC, 1120‑L and consolidated group returns; review experience 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 (state return compliance, state income tax accounting, state apportionment fundamentals).
• Self‑motivation.
• Critical thinking.
• Eager to build a professional network.
• Ability to lead a team of professionals.
• Drive to see new business opportunities at the client.

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

• A comprehensive compensation and benefits package including medical, dental, pension and 401(k) plans, and a wide range of paid time off.
• Hybrid model: most client‑serving roles work together in person 40‑60% of the time over the course of an engagement, project or year.
• Flexible vacation policy allowing you to decide how much vacation time you need based on your personal circumstances.
• Time off for EY Paid Holidays, winter/summer breaks, personal/family care and other leaves of absence.

Are you ready to shape your future with confidence? Apply today. EY accepts applications for this position on an on‑going basis. For those living in California, please  for additional information. EY focuses on high‑ethical standards and integrity among its employees…