EY
Tax Manager - Financial Services Organization - GCR/Insurance - Captive Insuranc
EY, Stamford, Connecticut, United States, 06925
Tax Manager – Captive Insurance Consultant (Financial Services Organization – Global Compliance & Reporting)
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 to build a better working world.
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. We work side‑by‑side with a range of clients from 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 that is trusted and flourishing, and the global economy healthy, growing and secured.
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 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, including 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 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.
Eagerness to build a professional network.
Ability to lead a team of professionals.
Drive to see new business opportunities for 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 position in the US is $103,600 to $189,900; in the New York City Metro Area, Washington State and California (excluding Sacramento) it is $124,300 to $215,800. Individual salaries within those ranges are determined through education, experience, knowledge, skills and geography. The 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. We expect most people in client‑serving roles to work together in person 40‑60% of the time.
Under our flexible vacation policy you’ll decide how much vacation time you need based on your own personal circumstances. You will also receive time off for EY Paid Holidays, Winter/Summer breaks, Personal/Family Care and other leaves of absence when needed to support your well‑being.
Are You Ready to Shape Your Future with Confidence? Apply today. EY accepts applications for this position on an on‑going basis.
For those living in California, please see additional information.
Legal Notices EY is committed to providing 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 require assistance applying online or need a request for accommodation during any part of the application process, 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.
EY | Building a better working world
#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 to build a better working world.
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. We work side‑by‑side with a range of clients from 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 that is trusted and flourishing, and the global economy healthy, growing and secured.
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 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, including 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 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.
Eagerness to build a professional network.
Ability to lead a team of professionals.
Drive to see new business opportunities for 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 position in the US is $103,600 to $189,900; in the New York City Metro Area, Washington State and California (excluding Sacramento) it is $124,300 to $215,800. Individual salaries within those ranges are determined through education, experience, knowledge, skills and geography. The 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. We expect most people in client‑serving roles to work together in person 40‑60% of the time.
Under our flexible vacation policy you’ll decide how much vacation time you need based on your own personal circumstances. You will also receive time off for EY Paid Holidays, Winter/Summer breaks, Personal/Family Care and other leaves of absence when needed to support your well‑being.
Are You Ready to Shape Your Future with Confidence? Apply today. EY accepts applications for this position on an on‑going basis.
For those living in California, please see additional information.
Legal Notices EY is committed to providing 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 require assistance applying online or need a request for accommodation during any part of the application process, 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.
EY | Building a better working world
#J-18808-Ljbffr