EY
Tax Manager - Financial Services Organization - GCR/Insurance - Captive Insuranc
EY, San Diego, California, United States, 92189
Tax Manager - Financial Services Organization - GCR/Insurance - Captive Insurance Consultant
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 – Captive Insurance Consultant (Manager) 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 our most venerable institutions to dynamic new entrants across Banking and Capital Markets, Wealth and Asset Management, Insurance, and 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 Captive Insurance Consultant (Manager), focusing on captive insurance tax engagements. Working with dedicated professionals in the insurance industry, you will be involved in dynamic captive insurance feasibility and optimization projects and captive tax consulting engagements.
Your Key Responsibilities As a Captive Insurance Consultant (Manager), you will juggle multiple tasks in a high performing environment. You will oversee preparation and delivery of captive insurance feasibility studies and captive utilization projects, as well as captive insurance tax consulting memos and tax opinions. You will also be responsible for relationship management. Relationship management includes building effective client relationships; managing the staffing and economics of engagements; and analyzing 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
CPA or licensed Attorney
Experience or knowledge of captive insurance companies
5-10 years of experience either in accounting or taxation for insurance companies
Ideally, you will also have:
Understanding of GAAP / statutory accounting principles
Basic understanding of ASC 740 / SSAP 101
Experience in 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
Eager to build 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 the optimal result, 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
We offer a comprehensive compensation and benefits package where you’ll be rewarded based on your performance and recognized for the value you bring to the business. The base salary range for this job in all geographic locations in the US is $103,600 to $189,900. The base salary range for New York City Metro Area, Washington State and California (excluding Sacramento) is $124,300 to $215,800. Individual salaries within those ranges are determined through a wide variety of factors including but not limited to education, experience, knowledge, skills and geography. In addition, our Total Rewards package includes medical and dental coverage, pension and 401(k) plans, and a wide range of paid time off options.
Join us in our team‑led and leader‑enabled hybrid model. Our expectation is for most people in external, client serving roles to work together in person 40‑60% of the time over the course of an engagement, project or year.
Under our flexible vacation policy, you’ll decide how much vacation time you need based on your own personal circumstances. You’ll also be granted time off for designated EY Paid Holidays, Winter/Summer breaks, Personal/Family Care, and other leaves of absence when needed to support your physical, financial, and emotional well‑being.
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.
EY focuses on high‑ethical standards and integrity among its employees and expects all candidates to demonstrate these qualities.
Seniority level Mid‑Senior level
Employment type Full‑time
Job function
Accounting/Auditing and Finance
Professional Services
#J-18808-Ljbffr
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 – Captive Insurance Consultant (Manager) 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 our most venerable institutions to dynamic new entrants across Banking and Capital Markets, Wealth and Asset Management, Insurance, and 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 Captive Insurance Consultant (Manager), focusing on captive insurance tax engagements. Working with dedicated professionals in the insurance industry, you will be involved in dynamic captive insurance feasibility and optimization projects and captive tax consulting engagements.
Your Key Responsibilities As a Captive Insurance Consultant (Manager), you will juggle multiple tasks in a high performing environment. You will oversee preparation and delivery of captive insurance feasibility studies and captive utilization projects, as well as captive insurance tax consulting memos and tax opinions. You will also be responsible for relationship management. Relationship management includes building effective client relationships; managing the staffing and economics of engagements; and analyzing 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
CPA or licensed Attorney
Experience or knowledge of captive insurance companies
5-10 years of experience either in accounting or taxation for insurance companies
Ideally, you will also have:
Understanding of GAAP / statutory accounting principles
Basic understanding of ASC 740 / SSAP 101
Experience in 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
Eager to build 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 the optimal result, 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
We offer a comprehensive compensation and benefits package where you’ll be rewarded based on your performance and recognized for the value you bring to the business. The base salary range for this job in all geographic locations in the US is $103,600 to $189,900. The base salary range for New York City Metro Area, Washington State and California (excluding Sacramento) is $124,300 to $215,800. Individual salaries within those ranges are determined through a wide variety of factors including but not limited to education, experience, knowledge, skills and geography. In addition, our Total Rewards package includes medical and dental coverage, pension and 401(k) plans, and a wide range of paid time off options.
Join us in our team‑led and leader‑enabled hybrid model. Our expectation is for most people in external, client serving roles to work together in person 40‑60% of the time over the course of an engagement, project or year.
Under our flexible vacation policy, you’ll decide how much vacation time you need based on your own personal circumstances. You’ll also be granted time off for designated EY Paid Holidays, Winter/Summer breaks, Personal/Family Care, and other leaves of absence when needed to support your physical, financial, and emotional well‑being.
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.
EY focuses on high‑ethical standards and integrity among its employees and expects all candidates to demonstrate these qualities.
Seniority level Mid‑Senior level
Employment type Full‑time
Job function
Accounting/Auditing and Finance
Professional Services
#J-18808-Ljbffr