EY
Tax Manager - Financial Services Organization - GCR/Insurance - Captive Insuranc
EY, Miami, Florida, us, 33222
Tax Manager - Financial Services Organization - GCR/Insurance - Captive Insurance Consultant
Location: Anywhere in Country
Overview 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 purpose is to help build a financial services industry in which financial institutions are trusted and flourish. 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.
Key Responsibilities
Oversee the preparation and delivery of captive insurance feasibility studies and captive utilization projects.
Prepare captive insurance tax consulting memos and tax opinions.
Manage client relationships, including building effective relationships, managing the staffing and economics of engagements, and analyzing engagement results to continue providing exceptional client service.
Skills and Attributes for Success
\bBachelor's Degree\b
\bCPA or licensed Attorney\b
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.
Equal Employment Opportunity Statement 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, select Option 2 for candidate‑related inquiries, then select Option 1 for candidate queries and finally select Option 2 for candidates with an inquiry which will route you to EY’s Talent Shared Services Team (TSS) or email the TSS at ssc.customersupport@ey.com.
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Overview 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 purpose is to help build a financial services industry in which financial institutions are trusted and flourish. 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.
Key Responsibilities
Oversee the preparation and delivery of captive insurance feasibility studies and captive utilization projects.
Prepare captive insurance tax consulting memos and tax opinions.
Manage client relationships, including building effective relationships, managing the staffing and economics of engagements, and analyzing engagement results to continue providing exceptional client service.
Skills and Attributes for Success
\bBachelor's Degree\b
\bCPA or licensed Attorney\b
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.
Equal Employment Opportunity Statement 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, select Option 2 for candidate‑related inquiries, then select Option 1 for candidate queries and finally select Option 2 for candidates with an inquiry which will route you to EY’s Talent Shared Services Team (TSS) or email the TSS at ssc.customersupport@ey.com.
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