Captive Insurance - Tax Manager / Sr Manager

Position: Captive Insurance - Tax Manager/Senior Manager

Compensation & Benefits

Manager: $95,000 – $187,000 base - Depending on hires geographical location

Senior Manager: $130,000 – $262,000+ base - Depending on hires geographical location

Performance-based bonuses

Comprehensive benefits package (medical, dental, vision, retirement)

5 weeks of PTO

Overview

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.

Position Summary

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.

Key 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

Qualifications

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

Candidates should bring direct experience with captive insurance taxation or closely related experience, including:

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

We are committed to fostering a supportive and inclusive workplace where every team member can thrive. Apply today to be part of a company that values its people and their contributions!

Crete Professionals Alliance is an equal opportunity employer, considering all applicants for employment regardless of race, color, religion, sex, gender identity, pregnancy, national origin, ancestry, citizenship, age, marital status, physical disability, sexual orientation, genetic information, or any other characteristic protected by state of federal law.