Tax Manager – Captive Insurance

This is a fully remote position, open to applicants in United States.

📋 Description

• Oversee the provision of tax compliance and advisory services for captive insurance structures and associated entities.

• Manage and assess tax compliance for captive insurance firms and related organizations.

• Offer expert guidance on IRC §831(b) and tax considerations specific to the insurance sector.

• Counsel clients on captive structuring, focusing on principles of risk distribution and risk shifting.

• Act as the main point of contact for clients and foster robust relationships.

• Assist and lead IRS examinations, audits, and controversy issues pertaining to captives.

• Manage multiple projects, encompassing planning, execution, and delivery.

• Evaluate work from staff and seniors while providing mentorship and facilitating technical growth.

• Discover tax planning opportunities and engage in advisory-focused projects.

• Collaborate with firm leadership to promote practice growth and expand service lines.

⛳️ Requirements

• Extensive experience with closely held entities and intricate tax structures.

• Bachelor’s degree in Accounting or a related discipline.

• CPA certification is mandatory.

• Manager: A minimum of 5 years of public accounting tax experience is preferred; equivalent relevant tax experience will be taken into account.

• Senior Manager: At least 8 years of public accounting tax experience is preferred; equivalent relevant tax experience will be considered.

• Demonstrated ability to manage client relationships and multiple projects.

• Experience in captive insurance is preferred.

• Specialized tax experience in insurance tax, reinsurance tax, alternative risk, or similar areas will be considered.

• Proficiency in tax compliance or planning for captive insurance companies.

• Familiarity with §831(b) captives or micro-captive structures.

• Background in insurance tax, including property & casualty, reinsurance, or alternative risk arrangements.

• Knowledge of risk distribution and risk shifting concepts.

• Experience in supporting IRS audits or controversies involving captives or insurance entities.

• Legally authorized to work in the US for any employer.

🏝️ Benefits

• Health, Dental, and Vision Insurance (with options for fully paid employee-only coverage for health and dental).

• Company-Paid Life and Long-Term Disability Insurance.

• Ancillary Benefits including supplemental life insurance and short-term disability options.

• Classic Safe Harbor 401(k) Plan with employer contributions.

• Opportunities for professional growth, learning, and development, including access to Becker and LinkedIn Learning.