Tax Manager - Financial Services Organization - GCR/Insurance - Captive Insurance Consultant
Job in
San Francisco, San Francisco County, California, 94199, USA
Listed on 2026-01-20
Listing for:
EY
Full Time
position Listed on 2026-01-20
Job specializations:
-
Finance & Banking
Risk Manager/Analyst, Accounting & Finance, Financial Analyst, Financial Compliance
Job Description & How to Apply Below
Join EY in the Financial Services Organization (FSO) for a Captive Insurance Consultant (Manager) role focused on captive insurance tax engagements, feasibility studies and optimization projects. We support financial institutions across Banking, Capital Markets, Wealth and Asset Management, Insurance, Real Estate, Hospitality and Construction.
Location:
Anywhere in Country
Seniority level:
Mid‑Senior level
•
Employment type:
Full‑time
• Job function:
Accounting / Auditing & Finance
• Industries:
Professional Services
Your
Key Responsibilities
• Prepare and deliver captive insurance feasibility studies and utilization projects.
• Develop captive insurance tax consulting memos and tax opinions.
• Manage client relationships, staffing and economics of engagements.
• Analyze engagement results to continually improve client service.
Skills And Attributes For Success
To qualify for the role you must have:
• Bachelor's Degree
• CPA or licensed Attorney
• Experience or knowledge of captive insurance companies
• 5‑10 years of accounting or taxation experience for insurance companies
Ideally, you will also have:
• Understanding of GAAP / statutory accounting principles
• Basic understanding of ASCSSAP 101
• Experience 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
• Eagerness to build a professional network
• Leadership ability and a drive to uncover new business opportunities for clients
What We Offer You
• Comprehensive compensation and benefits package, including medical, dental, pension, 401(k) and paid time off. Salary range: U.S. $103,600–$189,900 (varies by location).
• Hybrid working model: 40‑60 % in‑person for most client‑serving roles.
• Flexible vacation policy tailored to individual circumstances.
Our commitment to equal employment opportunity extends to all protected classes and we provide reasonable accommodations for qualified individuals with disabilities. For assistance, call 1‑800‑EY‑HELP3 or email .
EY builds a better working world by creating value for clients, people, society and the planet while maintaining high ethical standards.
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