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

Tax Manager – Financial Services Organization – Captive Insurance

Join EY as a Tax Manager focusing on captive insurance tax engagements. Work with clients across Banking, Capital Markets, Wealth, Asset Management, Insurance, and Real Estate, Hospitality and Construction to deliver dynamic captive insurance tax consulting, tax compliance, and feasibility studies.

Anywhere in Country.

• Oversee the preparation and delivery of captive insurance tax consulting memos and tax opinions.
• Develop and lead captive insurance feasibility studies, providing detailed commentary on tax implications.
• Perform financial statement audits and review tax returns.
• Manage client relationships, including building effective relationships, managing engagement staff and economics, and analyzing engagement results to improve client service.
• Lead a team of professionals, ensuring high‑quality work and mentoring junior staff.

• 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 and C‑Corporation tax.
• At least 5 years preparing 1120, 1120‑PC, 1120‑L and consolidated group returns; review experience mandatory.
• Experience with 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, critical thinking, ability to build a professional network and to lead a team.
• Drive to discover new business opportunities with clients.

• Competitive compensation: base salary range $103,600–$189,900 (US); $124,300–$215,800 for NYC, Washington State and California (excluding Sacramento). Additional benefits include medical, dental, pension and 401(k) plans, and generous paid time off.
• Hybrid work model: most external client‑serving roles work in‑person 40‑60% of the time.
• Flexible vacation policy with EY Paid Holidays, winter/summer breaks, personal/family care and other leaves.

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 for qualified individuals with disabilities, including veterans.

EY accepts applications for this position on an ongoing basis.