Captive Insurance Tax Manager - Financial Services

At EY, we are committed to shaping your future with confidence and providing you with the tools to succeed in a dynamic, globally connected environment. Join us and contribute to building a better working world. Tax - Global Compliance & Reporting Insurance - Financial Services The Opportunity As a leader in the financial services marketplace, EY stands out with a dedicated unit for this industry - the Financial Services Organization (FSO). Our unwavering ambition places us at the forefront of the evolving landscape, collaborating with clients from established institutions to innovative newcomers across Banking and Capital Markets, Wealth Management, Insurance, and beyond. Our goal is to foster a financial services industry where trust and growth are paramount. If solving intricate challenges excites you, consider joining our vibrant FSO team! We are excited to offer you a position in our Insurance Tax practice as a Manager, focusing on captive insurance tax engagements. In this role, you will collaborate with dedicated professionals in the insurance field, engaging in feasibility studies and optimization projects for captive insurance, as well as tax consulting engagements. Your Key Responsibilities As a Tax Manager, you will navigate multiple responsibilities in a high-performing environment. Your primary duties will include: Overseeing the preparation and delivery of captive insurance feasibility studies and utilization projects. Managing the creation of captive insurance tax consulting memos and tax opinions. Building and nurturing effective client relationships. Managing staffing and engagement economics while analyzing results to continually enhance client service for our insurance clients. Skills and Attributes for Success To qualify for this role, you must possess: A Bachelor's Degree. A CPA or a licensed Attorney. Experience or knowledge related to captive insurance companies. 5-10 years of experience in accounting or taxation for insurance companies. Ideally, you will also have: Understanding of GAAP/statutory accounting principles. Basic knowledge of ASC 740 / SSAP 101. Experience in preparing tax returns. Exposure to state and local taxation aspects. Self-motivation and critical thinking skills. A desire to establish a professional network. The ability to lead a team of professionals. A proactive approach to identifying new business opportunities for clients. What We Look For Dependability and integrity. A desire to learn new technical skills. The ability to collaborate effectively within a team. Strong problem-solving abilities and composure under pressure. Leadership potential to inspire others. A genuine passion for your work. What We Offer You At EY, we will equip you with future-focused skills and world-class experiences in a supportive and flexible environment. We value your extraordinary talents within a diverse and inclusive culture of globally connected teams. We provide a comprehensive compensation and benefits package. The base salary for this position ranges from $103,600 to $189,900, with higher ranges for specific locations. Our flexible vacation policy allows you to determine your time off based on personal needs. We support your well-being with time off for designated holidays, family care, and other leaves of absence. Ready to shape your future with confidence? Apply today. EY is committed to high ethical standards and expects all candidates to demonstrate those qualities. EY | Building a better working world We are dedicated to creating new value for clients, people, society, and the planet while fostering trust in capital markets.

Created: 2026-03-04