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

Overview

Tax Manager – Financial Services Organization – GCR/Insurance – Captive Insurance Consultant (Manager) at EY.

Location:

Anywhere in Country

EY is a leader in serving the global financial services marketplace. This role focuses on captive insurance tax engagements within the Insurance Tax practice of the Financial Services Organization (FSO).

• Oversee preparation and delivery of captive insurance feasibility studies and captive utilization projects.
• Prepare captive insurance tax consulting memos and tax opinions.
• Manage client relationships, staffing, and engagement economics; analyze engagement results to deliver exceptional client service to insurance clients.

• 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 in preparing tax returns
• 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 clients

• Dependability and integrity
• Desire to learn new technical skills
• Ability to collaborate effectively within the team to achieve optimal results
• Ability to apply logic, creativity and composure under pressure
• Leadership potential, inspiring others to perform at their best
• Passion and enthusiasm for your work

• Comprehensive compensation and benefits with salary ranges (base pay varies by location). EY Total Rewards includes medical and dental coverage, pension and 401(k) plans, and paid time off.
• Hybrid work model: most external client-serving roles are expected to be in-person 40-60% of the time depending on engagement.
• Flexible vacation policy with additional leave for Holidays, Personal/Family Care, and other well-being needs.

Are you ready to shape your future with confidence? Apply today. EY accepts applications on an ongoing basis. For California residents, additional information is available.

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. EY is committed to providing reasonable accommodations during the application process.

• Mid-Senior level

• Full-time

• Accounting/Auditing and Finance

• Professional Services