Captive Insurance - Tax Manager / Sr Manager

Overview

A well-established, relationship-driven public accounting firm is seeking an experienced Tax Manager or Senior Manager to join its growing Captive Insurance Tax practice. This role offers a unique opportunity to work in a specialized, in-demand niche that combines complex compliance with advisory services. The position involves direct exposure to closely held businesses and high-net-worth clients, with significant responsibility in shaping and expanding the practice area.

Responsibilities

• Manage and review tax compliance for captive insurance companies and related entities
• Provide technical guidance on Internal Revenue Code (IRC), including 831(b) and insurance-specific tax considerations
• Advise clients on captive structuring, focusing on risk distribution and risk shifting principles
• Serve as a primary client contact, maintaining strong relationships
• Support and lead IRS examinations, audits, and controversy matters related to captive insurance
• Lead multiple engagements from planning through execution and delivery
• Review work of staff and seniors; provide mentorship and technical development
• Identify tax planning opportunities and contribute to advisory engagements
• Collaborate with firm leadership to support practice growth and service line expansion

Qualifications

• Bachelor’s degree in Accounting or related field
• CPA license required
• Manager level: 5–7+ years of public accounting tax experience
• Senior Manager level: 8–12+ years of public accounting tax experience
• Strong experience with closely held businesses and complex tax structures
• Proven ability to manage client relationships and multiple engagements

Captive Insurance Experience Required

Candidates must have direct experience with captive insurance taxation or closely related areas, including:

• Tax compliance or planning for captive insurance companies (preferred)
• Experience with 831(b) captives or micro-captive structures
• Background in insurance tax, including property & casualty, reinsurance, or alternative risk arrangements
• Understanding of risk distribution and risk shifting concepts
• Experience supporting IRS audits or controversy involving captives or insurance entities

Compensation & Benefits

• Manager: $95,000 – $187,000 base salary, depending on geographical location
• Senior Manager: $130,000 – $262,000+ base salary, depending on geographical location
• Performance-based bonuses
• Comprehensive benefits package including medical, dental, vision, and retirement plans
• Five weeks of paid time off

Location

Compensation varies based on the hire's geographical location.