Tax Manager / Senior Manager – Captive Insurance

Overview

The organization is seeking an experienced Tax Manager or Senior Manager to join its growing Captive Insurance Tax practice.

This role supports tax compliance and advisory work for captive insurance structures and related entities, providing technical leadership and client advisory on complex tax matters.

Responsibilities

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

Requirements

• Strong experience with closely held businesses and complex tax structures
• Bachelor’s degree in Accounting or related field
• CPA license required
• Proven ability to manage client relationships and multiple engagements

Experience Requirements

• Tax Manager: 5+ years of public accounting tax experience preferred; equivalent relevant tax experience will be considered
• Tax Senior Manager: 8+ years of public accounting tax experience preferred; equivalent relevant tax experience will be considered

Preferred Qualifications / Specialized Experience

Captive insurance experience preferred. Candidates with insurance tax, reinsurance tax, alternative risk, or other specialized tax experience will be considered. Relevant experience may include:

• Tax compliance or planning for captive insurance companies
• Experience with 831(b) captives or micro-captive structures
• Background in insurance tax, including P&C, 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
Senior Manager: $130,000 – $262,000+ base

Final compensation will depend on experience and role level.

The total rewards package includes base salary and benefits, including:

• 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 such as 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

Equal Opportunity

The organization is an equal opportunity employer and does not discriminate on the basis of race, religion, color, national origin, sex, sexual orientation, age, veteran status, disability, genetic information, or any other applicable legally protected characteristic.