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Current

Tax Manager / Senior Manager – Captive Insurance

RemoteNot specified. Estimate: United States · 90% confidence
Published
Role
Finance
Experience
Lead
Employment
Full-time
Company size
Mid-size
$95k–$187k/yr
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The listing doesn't say where it hires from. It may hire in United States (90% confidence). This is an estimate, not an eligibility rule; verify before applying.Signals: the employer's other listings and employment terms.

No BS summary

Experienced tax manager or senior manager for captive insurance tax compliance and advisory work. Requires CPA, accounting degree, closely held business/complex tax experience, and 5+ years for Manager or 8+ years for Senior Manager in public accounting tax preferred.

What you'll do

  • 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

What they require

  • 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
  • Preferred: Captive insurance experience preferred
  • Candidates with insurance tax, reinsurance tax, alternative risk, or other specialized tax experience will be considered
  • 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

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

Current is a leading consumer fintech platform transforming financial access for everyday Americans with over 6 million members.

FintechMid-sizecurrent-biology.com/
$95k–$187k/yr