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

Ernst & Young

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 Dallas, TX vacancy
  • A global professional services firm is seeking a Tax Manager to join their Insurance Tax practice. The ideal candidate will oversee captive insurance feasibility studies and manage client...  ...excellent opportunity for growth in the financial services industry. #J-18808-Ljbffr... 
    Suggested
    Flexible hours

    Ernst & Young Oman

    Dallas, TX
    4 days ago
  • $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... 
    Suggested
    Temporary work
    Work at office
    Local area
    Visa sponsorship
    Work visa
    Flexible hours

    WTW inc.

    Dallas, TX
    3 days ago
  • $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

    Dallas, TX
    3 days ago
  • $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,...  ...FSO team! The International Tax and Transaction Services practice... 
    Suggested
    Work experience placement
    Summer holiday
    Flexible hours

    EY

    Dallas, TX
    4 days ago
  • $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... 
    Suggested
    Summer holiday
    Work at office
    Local area
    Flexible hours

    EY

    Dallas, TX
    2 days ago
  • $95.5k - $195.4k

     ...80-year history, delivering excellent service through innovation has been a core part of our DNA across our audit, tax, and consulting groups. That's why we...  ...industry. Job Description: A Manager in the Exempt Organizations Tax Services (EO) practice at Crowe LLP... 
    Local area
    Remote work
    Worldwide

    Crowe

    Dallas, TX
    2 days ago
  • $96.5k - $228.5k

     ...history, delivering excellent service through innovation has been a...  ...of our DNA across our audit, tax, and consulting groups. That'...  ...and audit services, to help management meet those challenges. As a Manager...  ...Crowe is recognized by many organizations as one of the country's best... 
    Local area
    Worldwide

    Crowe

    Dallas, TX
    3 days ago
  • $102.5k - $209.4k

     ...history, delivering excellent service through innovation has been a...  ...of our DNA across our audit, tax, and consulting groups. That'...  ...is currently searching for a Manager to support projects in the...  ...Crowe is recognized by many organizations as one of the country's best... 
    Local area
    Remote work
    Worldwide

    Crowe

    Dallas, TX
    1 day ago
  •  ...goals. EisnerAmper is seeking a Tax Manager to join the Private Client Services (PCS) practice. We are looking for...  ...reach their short- and long-term financial goals. Operating within a culture...  ..., family offices, not-for-profit organizations, and entrepreneurial ventures across... 
    Temporary work
    Private practice
    Work at office
    Local area

    EisnerAmper

    Dallas, TX
    1 day ago
  • $102.5k - $209.4k

     ...dynamic and entrepreneurial Federal Tax Consulting Services practice incorporates cutting‑edge technology...  ...group is currently searching for a Manager to support projects in the areas of...  .... Crowe is recognized by many organizations as one of the country's best places to... 
    Local area
    Worldwide

    Crowe

    Dallas, TX
    3 days ago
  • $106.5k - $195.1k

     ...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! Private Tax is a growing practice within... 
    Work experience placement
    Summer holiday
    Immediate start
    Flexible hours

    Ernst & Young Oman

    Dallas, TX
    3 days ago
  • $125k - $191k

     ...Tax Manager - Private Client Services Weaver is a full-service national accounting, advisory and consulting...  ...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

    Dallas, TX
    1 day ago
  • $146k - $200k

    Tax Senior Manager, Private Client Services Job Description Job Summary: Private Client Services...  ...complicated tax and financial structures. The Private...  ...flow, retirement, and life insurance planning. A Tax Senior...  ...countries through our global organization. BDO is the first large... 
    Private practice
    Work at office

    BDO Capital Advisors, LLC

    Dallas, TX
    1 day ago
  •  ...goals. EisnerAmper is seeking a Tax Manager to join the Private Client Services (PCS) practice. We are looking for...  ...reach their short- and long-term financial goals. Operating within a culture...  ..., family offices, not-for-profit organizations, and entrepreneurial ventures... 
    Temporary work
    Private practice
    Work at office
    Local area

    EisnerAmper LLP

    Dallas, TX
    1 day ago
  • $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 time
    H1b
    Local area

    PwC

    Dallas, TX
    5 days ago
  • $110k - $150k

     ...have the flexibility to manage your days in support...  ...managing and coordinating tax compliance and...  ...supporting partners with service execution and development...  ...years of progressive financial service tax experience...  ..., not-for-profit organizations, and entrepreneurial ventures... 
    Work at office
    Local area

    EisnerAmper

    Dallas, TX
    4 days ago
  •  ...Finance Manager coordinates all activities regarding finance and insurance for our valued customers, which includes working to...  ...documentation, and selling extended service contracts and additional...  ...customers, vendors, and staff. Strong organization skills, able to multi-task,... 
    Work at office
    Local area
    Immediate start

    Trophy Nissan

    Mesquite, TX
    4 days ago
  • $102.5k - $209.4k

     ...Crowe-Global is seeking a Manager for their Tax Accounting Services team based in Dallas, Texas. This role involves reviewing income tax provisions, managing projects, and providing professional services to clients. Ideal candidates will have at least five years in public... 

    Crowe Global

    Dallas, TX
    3 days ago
  • $103.6k - $189.9k

     ...a better working world. US - Tax - PAS - Global Payroll Operate - US Payroll - Tax Services Manager Will you shape the future or...  ...experience that distinguishes the EY organization in the marketplace. Our...  ...to support your physical, financial, and emotional well-being. Are... 
    Contract work
    Summer holiday
    Local area
    Flexible hours

    EY

    Dallas, TX
    4 days ago
  •  ...an experienced Partnership Tax Senior Manager to join our team and play a...  ...tax advisory and compliance services. This is a fantastic...  ...established and well‑respected organization offering tremendous career...  ...sectors such as Technology, Financial Services, Manufacturing, Retail... 
    Local area
    Immediate start

    Bright Vision Technologies

    Dallas, TX
    a month ago
  •  ...Tax Planning Manager (CPA/EA) Client Sector: High-Growth Fintech / Wealth...  ...management space by combining elite financial advisors with a proprietary...  ...for the tax planning service, with the potential to move...  ...a piece of a fast-scaling organization. Time Off: Unlimited PTO... 
    Full time
    Local area
    Remote work

    Harrison Gray Search and Consulting LLC

    Dallas, TX
    a month ago
  •  ...Risk & Insurance Manager The Risk & Insurance Manager will report to CED's Vice President of Finance & Administration and is primarily...  ...Must be able to work independently, possess good organization skills, and show a strong attention to detail Preferred... 
    Work at office

    Consolidated Electrical Distributors

    Irving, TX
    3 days ago
  •  ...About PHP Agency: PHP is a life insurance field marketing organization, founded in 2009 by visionary...  ...Job summary : The New Business Manager leads new business operations at PHP...  ...outcomes, operational consistency, and service excellence, while developing and... 
    Full time
    Part time
    Work at office
    Local area
    Relocation
    Monday to Friday

    PHP Financial Services

    Dallas, TX
    8 days ago
  • $95.4k - $180.4k

     ...leading provider of professional services to the middle market globally...  ...complex challenges in managing, safeguarding, and growing their...  ...resources, investment operations, tax, technology, risk, and...  ...governance, risk management, or financial structures. Advanced... 
    Temporary work
    Work experience placement
    Internship
    Work at office
    Local area

    RSM US LLP

    Dallas, TX
    2 days ago
  •  ...one of the largest franchise organizations in the U.S., proudly...  ...states. We provide franchise management services to some of America's most beloved...  ...an experienced Payroll Tax Manager to lead all aspects...  ...vision, disability, and life insurance plans to keep you and your... 
    Daily paid
    Work at office
    Local area

    Workstream

    Farmers Branch, TX
    3 days ago
  •  ...Position Title: Director of Insurance Location: Your role...  ...President of Risk Management and Insurance, the...  ...insurance programs, captive structures, and risk‑...  ...insurance budget, evaluating financial impacts of risk‑...  ...in global, matrixed organizations. Bachelor’s degree in... 
    Full time
    Local area
    Shift work

    Digital Realty

    Dallas, TX
    1 day ago
  • $175k - $200k

     ...underwriting performance, and portfolio management of alternative risk solutions, including captive insurance programs and niche specialty...  ...mechanisms ~ Strong financial analysis and underwriting...  ...market presence Represent the organization at industry events,... 
    Temporary work

    Fortegra

    Dallas, TX
    1 day ago
  •  ...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, Real Estate, Hospitality,...  ...FSO team! Private Tax is a growing practice within... 
    Work experience placement
    Immediate start
    Flexible hours

    EY

    Dallas, TX
    5 days ago
  • $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...  ...-time team members: ~ Medical, Dental, and Vision Insurance on the first day of employment ~ Flexible Spending Account... 
    Full time
    Local area
    Remote work
    Flexible hours

    Aprio

    Dallas, TX
    2 days ago
  • $98.5k - $160k

     ...Aprio is seeking a Tax Manager - Private Client Services based in Dallas, Texas. In this role, you will lead a team of tax professionals and develop strategies to maximize client opportunities. You will provide consulting services and ensure compliance with tax laws. The... 

    Aprio

    Dallas, TX
    2 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!