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EY · 1 week ago

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

Rochester, NY

Full-time

Hybrid

Mid, Senior Level

$104K/yr - $190K/yr

5+ years exp

EY is a leader in serving the global financial services marketplace and is seeking a Captive Insurance Consultant (Manager) for their Insurance Tax practice. The role involves overseeing captive insurance feasibility studies and tax consulting engagements while managing client relationships and ensuring exceptional service delivery.

AccountingAdviceBusiness IntelligenceConsultingFinancial ServicesProfessional Services

Growth Opportunities

H1B Sponsor Likely

Responsibilities

Oversee preparation and delivery of captive insurance feasibility studies and captive utilization projects

Oversee captive insurance tax consulting memos and tax opinions

Responsible for relationship management

Building effective client relationships

Managing the staffing and economics of engagements

Analyzing engagement results to continue to provide exceptional client service to our insurance clients

Qualification

CPALicensed AttorneyExperience in captive insuranceTaxation for insurance companiesGAAP / statutory accountingASC 740 / SSAP 101Preparing tax returnsStateLocal taxationBuilding professional networkBusiness developmentDependabilityDesire to learnLogicLeadership potentialPassionEnthusiasmSelf-motivationCritical thinkingTeam leadershipIntegrityCollaborationCreativity

Required

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

Preferred

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

Benefits

Medical and dental coverage

Pension and 401(k) plans

Paid time off options

Flexible vacation policy

Designated EY Paid Holidays

Winter/Summer breaks

Personal/Family Care

Other leaves of absence

Company

EY

Glassdoor3.8

EY is building a better working world by creating new value for clients, people, society, the planet, while building trust in the capital markets.

Founded in 1989

London, England, GBR

10001+ employees

http://www.ey.com

H1B Sponsorship

EY has a track record of offering H1B sponsorships. Please note that this does not guarantee sponsorship for this specific role. Below presents additional info for your reference. (Data Powered by US Department of Labor)

Distribution of Different Job Fields Receiving Sponsorship

Represents job field similar to this job

Trends of Total Sponsorships

2025 (10242)

2024 (9877)

2023 (10966)

2022 (9394)

2021 (5652)

2020 (8849)