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

Location:  Phoenix
Other locations:  Anywhere in Country
Salary: Competitive
Date:  Nov 21, 2025

Job description

Requisition ID:  1661731

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 – Manager – Captive Insurance

 

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 a Manager, focusing on captive insurance tax engagements.  Working with dedicated professionals in the insurance industry, you will be involved in dynamic captive insurance tax consulting, tax compliance and captive insurance feasibility and optimization projects to develop your tax technical knowledge with captive insurance industry clients

 

Your key responsibilities

As a Manager, you will juggle multiple tasks in a high performing environment.  You will oversee preparation and delivery of captive insurance tax consulting memos and tax opinions, captive insurance feasibility studies (with specific commentary on tax implications), financial statement audits and review of tax returns. 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 with a minimum of 5 years of Tax experience
  • CPA or licensed Attorney is required
  • Strong knowledge of ASC 740 and SSAP 101
  • Income tax support for audits and income tax experience for Insurance companies as well as C Corporations
  • At least 5 years of experience in preparing 1120, 1120 PC, 1120 L and consolidated group returns; experience reviewing these returns is a must
  • Experience working in OneSource and/or Corptax environments
  • Experience with captive insurance companies is a bonus

 

Ideally, you will also have

  • Knowledge of how captive insurance companies operate
  • Direct 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 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 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 ssc.customersupport@ey.com.


Nearest Major Market: Phoenix

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