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

- R...