Tax Manager / Senior Manager – Captive Insurance
About The Position
Larson Gross is seeking an experienced Tax Manager or Senior Manager to join our 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 opportunity to play a key role in shaping and expanding this developing practice area at Larson Gross. 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+ years of public accounting tax experience preferred; equivalent relevant tax experience will be considered
- Senior Manager: 8+ years of public accounting tax experience preferred; equivalent relevant tax experience will be considered
- Proven ability to manage client relationships and multiple engagements
Nice To Haves
- 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
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
- 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
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What This Job Offers
Job Type
Full-time
Career Level
Manager
