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

Tax Manager – Financial Services Organization – 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 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 position us at the center of the events reshaping the industry, working side by side with clients ranging from 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.

We currently have an opportunity for you to join our Insurance Tax practice as a Manager, focusing on captive insurance tax engagements. 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.

• Manage preparation and delivery of captive insurance tax consulting memos and tax opinions.
• Conduct captive insurance feasibility studies, providing commentary on tax implications.
• Perform financial statement audits and review of tax returns.
• Build and maintain effective client relationships.
• Manage staffing and economics of engagements.
• Analyze engagement results to enhance client service.

• Bachelor’s Degree with a minimum of 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 1120, 1120‑PC, 1120‑L, and consolidated group returns; experience reviewing these returns required.
• Experience 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 and critical thinking.
• Eager to build a professional network.
• Ability to lead a team of professionals.
• Drive to identify new business opportunities for clients.

• Dependability and integrity.
• Desire to learn new technical skills.
• Effective collaboration within the team.
• Application of logic, creativity, and composure under pressure.
• Leadership potential, inspiring others.
• Passion and enthusiasm for the work.

• Comprehensive compensation and benefits package; base salary range for all U.S. geographic locations is $103,600 to $189,900. For the New York City Metro Area, Washington State and California (excluding Sacramento) the range is $124,300 to $215,800.
• Medical and dental coverage, pension and 401(k) plans, and a wide range of paid time off options.
• Hybrid model: most external client‑serving roles work together in person 40‑60% of the time over the course of an engagement.
• Flexible vacation policy: choose 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.

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. If you have a disability and need assistance applying online or want to request an accommodation, please call 1‑800‑EY‑HELP3, select Option 2 for candidate related inquiries, then select Option 1 for candidate queries and finally select Option 2 for candidates with an inquiry which will route you to EY’s Talent Shared Services Team (TSS).

Alternatively, email the TSS at

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