Captive Insurance - Tax Manager / Sr Manager
About The Position
A well-established, relationship-driven public accounting firm within the Crete Professionals Alliance family is seeking an experienced Tax Manager or Senior Manager to join its growing Captive Insurance Tax practice. This is a unique opportunity for a tax professional to step into a highly specialized, in-demand niche that blends complex compliance with meaningful advisory work. The role offers direct exposure to closely held businesses and high-net-worth clients, with the ability to play a key role in shaping and expanding a developing practice area. The Tax Manager / Senior Manager will lead the delivery of tax compliance and advisory services for captive insurance structures and related entities. This individual will serve as a technical resource and client advisor, supporting both day-to-day compliance and higher-level planning, structuring, and controversy matters. This role is best suited for someone who can operate in a specialist capacity, while also contributing to client relationships and practice growth.
Requirements
- Strong experience with closely held businesses and complex tax structures
- Bachelor’s degree in Accounting or related field
- CPA license required
- Manager: 5–7+ years of public accounting tax experience
- Senior Manager: 8–12+ years of public accounting tax experience
- Proven ability to manage client relationships and multiple engagements
- Captive Insurance Experience is required
- Tax compliance or planning for captive insurance companies (preferred)
- 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
Responsibilities
- Manage and review tax compliance for captive insurance companies and related entities
- Provide technical guidance on IRC §831(b) and insurance-specific tax considerations
- Advise clients on captive structuring, including risk distribution and risk shifting principles
- Serve as a primary point of contact for clients, maintaining strong 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
Benefits
- Performance-based bonuses
- Comprehensive benefits package (medical, dental, vision, retirement)
- 5 weeks of PTO
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What This Job Offers
Job Type
Full-time
Career Level
Manager
