EY
Tax Manager - Financial Services Organization - GCR/Insurance - Captive Insuranc
EY, Chicago, Illinois, United States, 60290
Tax Manager – Captive Insurance Consultant (Manager)
Location: Anywhere in Country
About EY 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.
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, Capital Markets, Wealth, Asset Management, Insurance, and Real Estate.
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, which 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.
Qualifications
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
Desired Additional Experience
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
Benefits
Base salary range $103,600 – $189,900 (US). Additional salary ranges for specific regions are available upon request.
Medical, dental, vision, and prescription benefits, including coverage for dependents and children.
401(k) plan with company match.
Paid time off, including vacation, holidays, and personal days.
Hybrid work model with flexibility to work in person 40‑60% of the time based on engagement and business needs.
Equal Employment Opportunity EY provides equal employment opportunities to applicants and employees without regard to race, color, religion, age, sex, sexual orientation, gender identity or expression, pregnancy, genetic information, national origin, protected veteran status or disability status, in accordance with applicable law. EY is committed to providing reasonable accommodation to qualified individuals with disabilities, including veterans with disabilities.
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About EY 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.
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, Capital Markets, Wealth, Asset Management, Insurance, and Real Estate.
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, which 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.
Qualifications
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
Desired Additional Experience
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
Benefits
Base salary range $103,600 – $189,900 (US). Additional salary ranges for specific regions are available upon request.
Medical, dental, vision, and prescription benefits, including coverage for dependents and children.
401(k) plan with company match.
Paid time off, including vacation, holidays, and personal days.
Hybrid work model with flexibility to work in person 40‑60% of the time based on engagement and business needs.
Equal Employment Opportunity EY provides equal employment opportunities to applicants and employees without regard to race, color, religion, age, sex, sexual orientation, gender identity or expression, pregnancy, genetic information, national origin, protected veteran status or disability status, in accordance with applicable law. EY is committed to providing reasonable accommodation to qualified individuals with disabilities, including veterans with disabilities.
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