EY
Tax Manager - Financial Services Organization - GCR/Insurance - Manager, Captive
EY, Palo Alto, California, United States, 94306
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.
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 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, 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. You will be involved in dynamic captive insurance tax consulting, tax compliance, captive insurance feasibility and optimization projects to develop your technical knowledge with industry clients.
Your Key Responsibilities
Oversee preparation and delivery of captive insurance tax consulting memos and tax opinions.
Lead captive insurance feasibility studies, including commentary on tax implications.
Conduct financial statement audits and review tax returns.
Build and maintain effective client relationships, manage staffing and economics of engagements, and analyze engagement results to continue providing exceptional service.
Skills and Attributes for Success
Minimum of 5 years of tax experience and a bachelor’s degree.
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 preparing and reviewing 1120, 1120‑PC, 1120‑L, and consolidated group returns.
Experience with OneSource and/or Corptax.
Bonus: experience working with captive insurance companies.
Ideally, you will also have
Knowledge of how captive insurance companies operate.
Direct experience in state and local taxation.
Self‑motivation, critical thinking, willingness to build a professional network.
Ability to lead a team and spot new business opportunities at clients.
What We Look For
Dependability and integrity.
Desire to learn new technical skills.
Effective collaboration within the team.
Logical, creative, and composed under pressure.
Leadership potential and ability to inspire others.
Passion and enthusiasm for the work.
What We Offer You
Comprehensive compensation and benefits package with base salary ranging from $103,600 to $189,900 (US) and specific ranges for NYC, Washington State, and California (excluding Sacramento). Individual salaries are determined by factors such as education, experience, skills, and geography.
Medical and dental coverage, pension and 401(k) plans, full funding for the total reward package.
Flexible and hybrid work model: most client‑serving roles work together in person 40–60% of time.
Flexible vacation policy: you decide how much time off you need based on personal circumstances, along with paid holidays, winter/summer breaks, personal/family care, and other leaves.
Apply Now EY accepts applications for this position on an ongoing basis. For California residents, please refer to the provided information.
Equal Employment Opportunity 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.
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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.
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 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, 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. You will be involved in dynamic captive insurance tax consulting, tax compliance, captive insurance feasibility and optimization projects to develop your technical knowledge with industry clients.
Your Key Responsibilities
Oversee preparation and delivery of captive insurance tax consulting memos and tax opinions.
Lead captive insurance feasibility studies, including commentary on tax implications.
Conduct financial statement audits and review tax returns.
Build and maintain effective client relationships, manage staffing and economics of engagements, and analyze engagement results to continue providing exceptional service.
Skills and Attributes for Success
Minimum of 5 years of tax experience and a bachelor’s degree.
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 preparing and reviewing 1120, 1120‑PC, 1120‑L, and consolidated group returns.
Experience with OneSource and/or Corptax.
Bonus: experience working with captive insurance companies.
Ideally, you will also have
Knowledge of how captive insurance companies operate.
Direct experience in state and local taxation.
Self‑motivation, critical thinking, willingness to build a professional network.
Ability to lead a team and spot new business opportunities at clients.
What We Look For
Dependability and integrity.
Desire to learn new technical skills.
Effective collaboration within the team.
Logical, creative, and composed under pressure.
Leadership potential and ability to inspire others.
Passion and enthusiasm for the work.
What We Offer You
Comprehensive compensation and benefits package with base salary ranging from $103,600 to $189,900 (US) and specific ranges for NYC, Washington State, and California (excluding Sacramento). Individual salaries are determined by factors such as education, experience, skills, and geography.
Medical and dental coverage, pension and 401(k) plans, full funding for the total reward package.
Flexible and hybrid work model: most client‑serving roles work together in person 40–60% of time.
Flexible vacation policy: you decide how much time off you need based on personal circumstances, along with paid holidays, winter/summer breaks, personal/family care, and other leaves.
Apply Now EY accepts applications for this position on an ongoing basis. For California residents, please refer to the provided information.
Equal Employment Opportunity 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.
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