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

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

5 days ago – Be among the first 25 applicants.

Location:

Anywhere in Country

At EY

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Tax – Global Compliance & Reporting/Insurance – Financial Services Organization – Manager – Captive Insurance

The opportunity

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, Asset Management, Insurance, 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.

Your

Key Responsibilities

As a Manager, you will juggle multiple tasks in a high‑performing environment. You will oversee 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 review of tax returns. You will also be responsible for relationship management. Relationship management includes building effective client relationships; managing the staffing and economics of engagements;

and analyzing engagement results to continue to provide exceptional client service to our insurance clients.

Skills And Attributes For Success

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

Ideally, you will also have

• 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

What We Look For

• 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

What We Offer You

• We offer a comprehensive compensation and benefits package where you’ll be rewarded based on your performance and recognized for the value you bring. The base salary range for this job in all geographic locations in the US is $103,600 to $189,900. The base salary range for New York City Metro Area, Washington State and California (excluding Sacramento) is $124,300 to $215,800.

Individual salaries within those ranges are determined through a wide variety of factors including but not limited to education,…