Captive Insurance Tax Manager - Financial Services Organization - GCR/Insurance
$103.6k - $189.9kErnst & Young Advisory Services Sdn Bhd
Captive Insurance Tax Manager - Financial Services Organization - GCR/Insurance Location: Phoenix Requisition ID: 1666750 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! Your key responsibilities As a Tax Manager, you will juggle multiple tasks in a high‑performance environment. You will oversee the 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, 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 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 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 At EY, we’ll develop you with future‑focused skills and equip you with world‑class experiences. We’ll empower you in a flexible environment, and fuel you and your extraordinary talents in a diverse and inclusive culture of globally connected teams. Learn more. 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 | Building a better working world 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 View email address on click.appcast.io. #J-18808-Ljbffr Ernst & Young Advisory Services Sdn Bhd
$103.6k - $189.9k
...Captive Insurance Tax Manager - Financial Services Organization - GCR/Insurance Location: Phoenix Other locations: Anywhere in Country Salary: Competitive Date: May 26, 2026 Job Description Requisition ID: 1666750 Location: Anywhere in Country At EY, we're all...SuggestedSummer holidayLocal areaFlexible hours$103.6k - $189.9k
...A leading financial services firm is seeking a Captive Insurance Tax Manager in Phoenix, Arizona. This role involves overseeing captive insurance feasibility studies, managing client relationships, and enhancing engagement results. The ideal candidate should have a Bachelor...Suggested$100k - $130k
...Description Willis Towers Watson’s Captive Solutions team delivers customized, data-driven insurance management services across Corporate Risk and Broking (CRB), Human Capital... ...by providing strategic, operational, and financial oversight tailored to each client’s unique...SuggestedTemporary workWork at officeLocal areaVisa sponsorshipWork visaFlexible hours$102.1k - $187k
...to build a better working world. Tax Services Manager - Financial Services Office - Customer Tax... ...industry - the Financial Services Organization (FSO). Our focused model and bold ambition... ..., Wealth and Asset Management, Insurance, and Real Estate, Hospitality and Construction...SuggestedSummer holidayWork at officeRemote workFlexible hours$103.6k - $189.7k
...leader in serving the global financial services marketplace and the only... ...- the Financial Services Organization (FSO). Our focused model and... ...Markets, Wealth and Asset Management and Insurance. Our purpose is to help... ...professionals providing dedicated tax technical services to both...SuggestedSummer holidayWork at officeLocal areaFlexible hours$100.06k - $162.1k
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$130k - $150k
...year | Scottsdale, AZ | On-Site | Permanent Sr Tax Manager Sr Tax Manager opportunity with an amazing Boutique Financial Services team A bit about us: A highly regarded... ...services—including tax, investment, estate, and insurance planning—designed to deliver seamless, white...Permanent employmentWork at officeLocal area- ...for an experienced Senior Tax Manager to join our team locally in... ...and assess impacts to the organization; communicate implications and... ...are: Caliber is a leading financial services company in the alternative... ...Pet Discount Program Medical Insurance – Company pays employee monthly...Temporary workPart timeInterim roleLocal areaFlexible hours
$116.2k - $212.9k
...leader in serving the global financial services marketplace and the only... ...- the Financial Services Organization (FSO). Our focused model and... ...Markets, Wealth and Asset Management, Insurance, and Real Estate,... ...dynamic FSO team! Handling tax in such a large, sophisticated...Summer holidayFlexible hours- ...client and team Manage staff on engagement... ...deliverables (such as financial statements, tax returns, work papers... ...Understand the client's organization, procedures, and... ...leading professional services advisor to middle-... ...advisory, benefits, insurance, and technology, CBIZ...
- ...leading professional services advisor to middle... ...market businesses and organizations nationwide. With... ...expertise in accounting, tax, advisory, benefits, insurance, and technology,... ..., tax and financial services. In certain... ...solution options to management and team Manage staff...
$65.9k - $94.84k
...Overview A Major Account Manager is paramount in maintaining... ...receive exemplary service while meeting their insurance needs. Acts as a dedicated... ...business in support of Agency financial goals, and meeting... ...initiatives that benefit organizations you care about. Not sure...Full timeLocal area- ...client and team Manage staff on engagement... ...deliverables (such as financial statements, tax returns, work papers... ...throughout all levels of organization, both internally and... ...professional services advisor to middle-market... ...advisory, benefits, insurance, and technology,...
$87.4k - $253k
...help transform leading organizations and communities... ...vision into action. Our services range from strategy to... ...program definition and management, and consultative,... ...works and lives. The Financial Services Strategy Manager... ...on Retirement or Insurance (P&C and/or Life), including...Live inWork at officeLocal area$124k - $335k
...Specialty/Competency: Industry Tax Practice Industry/Sector: Asset and Wealth Management Time Type: Full time Travel Requirements... ...structuring tax strategies for our Financial Services clients. Your insights will help organizations understand pricing implications and...Full timeH1bLocal area- ...Tax Accounting Analyst I Launch your career... ...tax and accounting services, we help our... ...Companies (PARCs), Captive Insurance Companies, and financial institutions across... ...service and process management includes: Use... ...your career with an organization that values curiosity...Work experience placementWork at officeImmediate start
$134.5k - $265.1k
...mission to develop differentiated financial services products that achieve product-market fit. This role is focused on Insurance Growth Suite, a managed composable insurance platform that... ...working sessions Self-directed, highly organized, and comfortable managing multiple...Work experience placement$70k - $85k
Operations / Office Manager - Stop Loss Coordinator About Us A... ...longstanding, reputable benefits organization is seeking a dynamic and... ...-time role after decades of service. This is an ideal role for... ...Prior experience in Stop Loss insurance—either as an account manager...Part timeWork at officeRelocation$98.5k - $160k
...Tax Manager - Private Client Services Join Aprio's Tax team and you will help clients maximize their opportunities. Aprio is a progressive, fast-growing... ...full-time team members: Medical, Dental, and Vision Insurance on the first day of employment Flexible Spending...Full timeLocal areaRemote workFlexible hours- ...Payroll Tax Manager The Payroll Tax Manager will develop and implement the organization’s tax strategy and manage all aspects of the organization’s tax reporting function... ...Is Eligible For The Following Benefits Health Insurance: Medical, dental, and vision coverage....Temporary workLocal areaImmediate startWork from homeRelocation packageFlexible hours
- ...The Payroll Tax Manager is responsible for ensuring payroll tax accuracy and maintaining... ...prioritizes team workload to maintain service levels. Works with federal and state... ...and succeed within a globally respected organization. Learn more at This job description...Work at office
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- A leading accounting firm in Phoenix, Arizona is seeking a Tax Experienced Manager for its Private Client Services. The successful candidate will manage tax compliance and consulting engagements, supervise staff, and develop client relationships. A Bachelor's degree and...
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