EY
Tax Manager - Financial Services Organization - GCR/Insurance - Manager, Captive
EY, Jericho, New York, United States, 11753
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.
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 our most venerable institutions to dynamic new entrants across Banking and Capital Markets, Wealth and Asset Management, Insurance, 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. If you have a passion for rallying together to solve complex challenges, then come 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. Working with dedicated professionals in the insurance industry, 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.
Your Key Responsibilities
Oversee preparation and delivery of captive insurance tax consulting memos and tax opinions.
Conduct captive insurance feasibility studies with specific commentary on tax implications.
Perform financial statement audits and review of tax returns.
Manage client relationships, building effective client relationships.
Manage staffing and economics of engagements.
Analyze engagement results to continue to provide exceptional client service to our insurance clients.
Skills and Attributes for Success To qualify for the role, you must have
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 for insurance companies as well as C corporations.
At least 5 years of experience in preparing 1120, 1120 PC, 1120 L and consolidated group returns; experience reviewing these returns is a must.
Experience working in OneSource and/or Corptax environments.
Experience with captive insurance companies is a bonus.
Ideally, you will also have
Knowledge of how captive insurance companies operate.
Direct 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.
Ability to lead a team of professionals.
Drive to see new business opportunities at the clients.
What We Look For
Dependability and integrity.
Desire to learn new technical skills.
Ability to collaborate within the team effectively to achieve optimal results, regardless of role.
Ability to apply logic, creativity and composure under pressure.
Leadership potential, inspiring others to perform at their best.
Passion and enthusiasm for what you do.
What We Offer You
Comprehensive compensation and benefits package; base salary range in all geographic locations in the US is $103,600 to $189,900. Additional salary ranges for selected metro areas available.
Medical and dental coverage, pension and 401(k) plans, and a wide range of paid time off options.
Team‑led and leader‑enabled hybrid model; expectation to work in person 40‑60% of the time.
Flexible vacation policy; time off for EY Paid Holidays, winter/summer breaks, personal/family care, and other leaves.
Are you ready to shape your future with confidence? Apply today. EY accepts applications for this position on an ongoing basis.
For those living in California, please click here for additional information.
We’re unlocking community knowledge in a new way. Experts add insights directly into each article, started with the help of AI.
EY focuses on high‑ethical standards and integrity among its employees and expects all candidates to demonstrate these qualities.
EY | Building a better working world
EY is building a better working world by creating new value for clients, people, society and the planet, while building trust in capital markets.
Enabled by data, AI and advanced technology, EY teams help clients shape the future with confidence and devise answers for the most pressing issues of today and tomorrow.
EY teams work across a full spectrum of services in assurance, consulting, tax, strategy and transactions. Fueled by sector insights, a globally connected, multi‑disciplinary network and diverse ecosystem partners, EY teams can provide services in more than 150 countries and territories.
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 with disabilities. If you have a disability and either need assistance applying online or need to request an accommodation during any part of the application process, please call 1‑800‑EY‑HELP3 or email the TSS at ssc.customersupport@ey.com.
Seniority level: Mid‑Senior level; Employment type: Full‑time; Job function: Accounting/Auditing and Finance; Industries: Professional Services.
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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.
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 our most venerable institutions to dynamic new entrants across Banking and Capital Markets, Wealth and Asset Management, Insurance, 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. If you have a passion for rallying together to solve complex challenges, then come 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. Working with dedicated professionals in the insurance industry, 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.
Your Key Responsibilities
Oversee preparation and delivery of captive insurance tax consulting memos and tax opinions.
Conduct captive insurance feasibility studies with specific commentary on tax implications.
Perform financial statement audits and review of tax returns.
Manage client relationships, building effective client relationships.
Manage staffing and economics of engagements.
Analyze engagement results to continue to provide exceptional client service to our insurance clients.
Skills and Attributes for Success To qualify for the role, you must have
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 for insurance companies as well as C corporations.
At least 5 years of experience in preparing 1120, 1120 PC, 1120 L and consolidated group returns; experience reviewing these returns is a must.
Experience working in OneSource and/or Corptax environments.
Experience with captive insurance companies is a bonus.
Ideally, you will also have
Knowledge of how captive insurance companies operate.
Direct 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.
Ability to lead a team of professionals.
Drive to see new business opportunities at the clients.
What We Look For
Dependability and integrity.
Desire to learn new technical skills.
Ability to collaborate within the team effectively to achieve optimal results, regardless of role.
Ability to apply logic, creativity and composure under pressure.
Leadership potential, inspiring others to perform at their best.
Passion and enthusiasm for what you do.
What We Offer You
Comprehensive compensation and benefits package; base salary range in all geographic locations in the US is $103,600 to $189,900. Additional salary ranges for selected metro areas available.
Medical and dental coverage, pension and 401(k) plans, and a wide range of paid time off options.
Team‑led and leader‑enabled hybrid model; expectation to work in person 40‑60% of the time.
Flexible vacation policy; time off for EY Paid Holidays, winter/summer breaks, personal/family care, and other leaves.
Are you ready to shape your future with confidence? Apply today. EY accepts applications for this position on an ongoing basis.
For those living in California, please click here for additional information.
We’re unlocking community knowledge in a new way. Experts add insights directly into each article, started with the help of AI.
EY focuses on high‑ethical standards and integrity among its employees and expects all candidates to demonstrate these qualities.
EY | Building a better working world
EY is building a better working world by creating new value for clients, people, society and the planet, while building trust in capital markets.
Enabled by data, AI and advanced technology, EY teams help clients shape the future with confidence and devise answers for the most pressing issues of today and tomorrow.
EY teams work across a full spectrum of services in assurance, consulting, tax, strategy and transactions. Fueled by sector insights, a globally connected, multi‑disciplinary network and diverse ecosystem partners, EY teams can provide services in more than 150 countries and territories.
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 with disabilities. If you have a disability and either need assistance applying online or need to request an accommodation during any part of the application process, please call 1‑800‑EY‑HELP3 or email the TSS at ssc.customersupport@ey.com.
Seniority level: Mid‑Senior level; Employment type: Full‑time; Job function: Accounting/Auditing and Finance; Industries: Professional Services.
#J-18808-Ljbffr