Sign up to access all features of our service.
  • Job search
  • Favorites
  • Create a CV
    New
  • Salaries
  • Subscriptions

Captive Insurance Tax Manager - Financial Services Organization - GCR/Insurance

$103.6k - $189.9k

EY

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.

Tax - Global Compliance & Reporting Insurance - Financial Services Organization

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 aManager, focusing on captive insurance tax engagements. Working with dedicated professionals in the insurance industry, you will be involved in dynamic captive insurance captive insurance feasibility and optimization projects and captive tax consulting engagements.

Your key responsibilities

As an Tax 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

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 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 on-going 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.

EY | Building a better working world

EY is building a better working world by creating new value for clients, people, society and the planet, while building trust in capital markets.

Enabled by data, AI and advanced technology, EY teams help clients shape the future with confidence and develop answers for the most pressing issues of today and tomorrow.

EY teams work across a full spectrum of services in assurance, consulting, tax, strategy and transactions. Fueled by sector insights, a globally connected, multi-disciplinary network and diverse ecosystem partners, EY teams can provide services in more than 150 countries and territories.

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 .

Vacancy posted 4 days ago
Similar jobs that could be interesting for youBased on the Captive Insurance Tax Manager - Financial Services Organization - GCR/Insurance in Oklahoma City, OK vacancy
  • $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... 
    Suggested
    Summer holiday
    Work at office
    Remote work
    Flexible hours

    EY

    Oklahoma City, OK
    3 days ago
  • $90.3k - $165.4k

     ...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,...  ...professionals providing dedicated tax technical services to both... 
    Suggested
    Summer holiday
    Flexible hours

    EY

    Oklahoma City, OK
    2 days ago
  • $100.06k - $162.1k

     ...advisory, assurance and tax services to our clients. As a Tax Manager supporting our Not-For-...  ...tax returns for exempt organizations and their taxable...  ...care; disability and life insurance; generous Paid Time Off...  ...family with a measure of financial protection. Pay Range... 
    Suggested
    Work experience placement
    Local area
    Remote work
    Relocation

    Cherry Bekaert

    Oklahoma City, OK
    3 days ago
  • $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...  ...focus on Retirement or Insurance (P&C and/or Life), including... 
    Suggested
    Live in
    Work at office
    Local area

    Accenture

    Oklahoma City, OK
    2 days ago
  • $100k - $215k

     ...Underwriting Director - Group Captives 132487 Zurich is...  ...partner with your manager to set a flexible work...  ...a wide range of services to member-owned, agency...  ...accounts to meet with the organization's appetite, balanced...  ...areaOR Zurich Certified Insurance Apprentice including... 
    Suggested
    Full time
    Temporary work
    Apprenticeship
    Currently hiring
    Work at office
    Local area
    Remote work
    Visa sponsorship
    Flexible hours
    3 days per week

    Zurich NA

    Oklahoma City, OK
    5 days ago
  • $122.7k - $317.2k

     ...Strategy | Enterprise Architecture Senior Manager FS / Insurance Industry We Are: We are Advisory...  ...each sector. People aligned to the Financial Services Industry ?focus on working with...  ...architecture landscape, including organization, information, infrastructure, and... 
    Live in
    Work at office
    Local area

    Accenture

    Oklahoma City, OK
    3 days ago
  • $120 - $150 per hour

     ...EY and help to build a better working world. Seasonal Tax Manager - State and Local Tax - Indirect  The opportunity  You...  ...~ A proven record of excellence in a professional services or tax organization  We’re interested in strong team players who support... 
    Hourly pay
    Seasonal work
    Local area
    Remote work
    Flexible hours

    EY

    Oklahoma City, OK
    2 days ago
  •  ...Tax Manager Oklahoma City, Oklahoma, United States About the Job...  ...position requires a highly organized individual who possesses strong...  ...and adherence to financial and tax reporting policies and...  ...in client invoicing for tax services performed Qualifications... 

    Right Hire Consulting

    Oklahoma City, OK
    2 days ago
  • $141k - $230k

     ...Sales And Use Tax Senior Manager Weaver is a full-service national accounting, advisory and consulting firm with...  ...dental, vision, disability, life insurance, and a 401(k) plan. Further, we...  ...other leaders at every level of the organization. The goal of WeaverLEAD is to... 
    Local area
    Flexible hours

    Weaver

    Oklahoma City, OK
    1 day ago
  •  ...Transaction Tax Senior Manager Weaver is a full-service national accounting, advisory and consulting firm with...  ...dental, vision, disability, life insurance, and a 401(k) plan. Learn more here...  ...leaders at every level of the organization. The goal of WeaverLEAD is to inspire... 
    Local area
    Flexible hours

    Weaver

    Oklahoma City, OK
    9 hours ago
  • $141k - $290k

     ...Tax Senior Manager Weaver is a full-service national accounting, advisory, and consulting firm with opportunities...  ...dental, vision, disability, life insurance, and a 401(k) plan. Further, we...  ...leaders at every level of the organization. The goal of WeaverLEAD is to inspire... 
    Immediate start
    Flexible hours

    Weaver

    Oklahoma City, OK
    9 hours ago
  • $105.1k - $165.11k

     ...travel into the Dublin, Ohio office quarterly! The Manager – U.S. Indirect Tax Audits, Controversy & Special Projects is...  ...Health Finance oversees the accounting, tax, financial plans and policies of the organization, establishes and maintains fiscal controls, prepares... 
    Temporary work
    Work at office
    Local area
    Immediate start
    Remote work
    Flexible hours

    Cardinal Health

    Oklahoma City, OK
    3 days ago
  •  ...comprehensive range of services, including accounting, auditing, tax planning, and...  ...growth and optimize financial performance....  ...planning or a nonprofit organization in need of a...  ...skills. Ability to manage multiple projects...  ...dental, and vision insurance. Opportunities... 
    Summer work
    Work at office
    Local area

    Jobot

    Oklahoma City, OK
    9 hours ago
  • $75k - $90k

     ...Description Commercial Lines Account Manager – Small to Mid-Market...  ...Are you a proactive insurance professional with a strong commercial...  ...delivering exceptional client service? We’re seeking a Commercial...  ...coverage and pricing. Maintain organized, accurate client records and... 
    Work at office

    APR

    Oklahoma City, OK
    a month ago
  • $99k - $266k

     ...Specialty/Competency: Industry Tax Practice Industry/Sector: Asset and Wealth Management Time Type: Full time Travel Requirements: Up to 20% A career in our Financial Services Tax practice, within Corporate Tax services, will provide you with the opportunity to... 
    Full time
    H1b
    Local area
    Overseas

    PwC

    Oklahoma City, OK
    3 days ago
  •  ...Tax Manager - Energy Weaver is a full-service national accounting, advisory and consulting firm with opportunities...  ...dental, vision, disability, life insurance, and a 401(k) plan. Further, we...  ...other leaders at every level of the organization. The goal of WeaverLEAD is to... 
    Flexible hours

    Weaver

    Oklahoma City, OK
    1 day ago
  • $124k - $335k

     ...Specialty/Competency: Industry Tax Practice Industry/Sector: Asset and Wealth Management Time Type: Full time Travel Requirements: Up to 20% A career in our Financial Services Tax practice, within Corporate Tax services, will provide you with the opportunity to... 
    Full time
    H1b
    Local area
    Overseas

    PwC

    Oklahoma City, OK
    3 days ago
  • $99k - $266k

     ...Specialty/Competency: Industry Tax Practice Industry/Sector: Asset and Wealth Management Time Type: Full time Travel...  ...40% At PwC, our people in tax services focus on providing advice and guidance...  .... You will review and analyse financial data, prepare and file tax... 
    Full time
    H1b

    PwC

    Oklahoma City, OK
    3 days ago
  • $105.1k - $192.6k

     ...better working world. Tax - Indirect Tax - Sales...  ...Lookback Review COE - Manager Will you shape...  ...large, sophisticated organizations takes more than just a...  ...opportunities for additional services, contribute to RFPs,...  ...your physical, financial, and emotional well-being... 
    Summer holiday
    Flexible hours

    EY

    Oklahoma City, OK
    5 days ago
  • $105.1k - $192.6k

     ...better working world. Tax - Indirect - Sales and Use - Manager Will you shape the...  ...a large, sophisticated organization takes more than just a technical...  ...for additional services, contribute to RFPs, manage...  ...support your physical, financial, and emotional well-being... 
    Summer holiday
    Flexible hours

    EY

    Oklahoma City, OK
    4 days ago
  • $110k - $145k

     ...Description: Title: Risk Manager - Insurance Fully Remote:...  ...financing strategies such as captives, self‑insurance, deductibles...  ...~ Excellent analytical, financial, negotiation, and problem‑solving...  ...balance ~ Community service commitment ~... 
    Work at office
    Remote work

    Insurance Office of America

    Moore, OK
    5 days ago
  •  ...Job Description Job Description Tax Manager – Public Accounting | Hybrid or Remote Overview...  ...an opportunity to join a values-driven organization that places a high priority on...  ...expert-level tax compliance and consulting services to diverse clients Mentor and... 
    Local area
    Remote work
    Flexible hours

    Solid Rock Recruiting LLC

    Oklahoma City, OK
    18 days ago
  •  ...newly created role of Manager, Accounting Services , reporting directly...  ...ensure alignment of financial processes to...  ...currency transactions, and tax compliance...  ...at all levels of the organization Strong critical thinking...  ...life and disability insurance, and time-off programs... 
    Full time
    Contract work
    Part time
    Work experience placement
    Work at office
    Local area
    Flexible hours

    Serco

    Oklahoma City, OK
    4 days ago
  •  ...Licensed Life Insurance Agents Only Join a forward-thinking organization that equips licensed agents with elite tools, real leads, and unlimited growth potential. What You'll Experience: Remote work - flexible schedule No cold calling - warm inquiries supplied Reputation... 
    Remote work
    Flexible hours

    AO Garcia Agency

    Moore, OK
    4 days ago
  • A fast-growing insurance organization is seeking experienced agents to join their remote team. The role offers warm, qualified leads, eliminating cold calling, and provides competitive compensation with real income potential. Candidates should have an active life insurance... 
    Remote work

    AO Garcia Agency

    Moore, OK
    10 hours ago
  •  ...Insurance Agent Opportunity We're looking for ambitious...  ...products. COUNTRY Financial Insurance Agents have...  ...Have the flexibility to manage their schedules to...  ...about our products and services. Collaborate with COUNTRY...  ...financial services organization proudly serving 19... 
    For contractors
    Work at office

    COUNTRY Financial

    Edmond, OK
    5 days ago
  • $86.3k - $118.7k

     ...Humana's strategic and financial objectives. The Senior...  ...provides value-added service by evaluating the efficiency...  ...across teams and managing projects Prioritize...  ...audiences within the organization Use your skills to...  ...term disability, life insurance and many other opportunities... 
    Full time
    Temporary work
    Apprenticeship
    Work at office
    Remote work

    Humana, Inc.

    Oklahoma City, OK
    4 days ago
  • $99k - $266k

     ...Specialty/Competency: Industry Tax Practice Industry/Sector: Asset and Wealth Management Time Type: Full time Travel Requirements: Up to 20% A career in our Financial Services Tax practice, within Corporate Tax services, will provide you with the opportunity to... 
    Full time
    H1b
    Local area
    Overseas

    PwC

    Oklahoma City, OK
    3 days ago
  •  ...A forward-thinking insurance organization is seeking Licensed Life Insurance Agents to join their team. You will work remotely with a flexible schedule, engaging with warm leads provided to you. The organization offers high commission payouts and ample opportunities for... 
    Remote work
    Flexible hours

    AO Garcia Agency

    Moore, OK
    1 day ago
  • $21 - $26 per hour

     ...value-driven products and services for our customers....  ...state departments of insurance, surplus lines associations...  ...reporting and tax filings through education...  ...lines tax filings  Manage multiple priorities in...  ...and all levels of the organization  Independently investigate... 
    Full time
    Remote work

    InsCipher

    Edmond, OK
    5 days ago

Do you want to receive more vacancies?

Subscribe and receive similar vacancies to Captive Insurance Tax Manager - Financial Services Organization - GCR/Insurance. Be the first to apply!