Captive Insurance Tax Manager (Tax)

TL;DR

Tax Manager (Finance): Leading tax compliance and advisory for captive insurance structures with an accent on IRC §831(b) and risk distribution principles. Focus on managing complex compliance, supporting IRS examinations, and expanding the captive insurance practice.

Location: Remote (US)

Salary: Manager $95,000 – $187,000 / Senior Manager $130,000 – $262,000+

Company

A relationship-driven public accounting firm specializing in highly specialized tax niches for closely held businesses and high-net-worth clients.

What you will 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.
• Support and lead IRS examinations, audits, and controversy matters related to captives.
• Review the work of staff and seniors while providing mentorship and technical development.
• Collaborate with firm leadership to support practice growth and service line expansion.

Requirements

• CPA license required.
• Direct experience with captive insurance taxation (specifically §831(b) or micro-captive structures).
• Bachelor’s degree in Accounting or a related field.
• Manager: 5–7+ years of public accounting tax experience.
• Senior Manager: 8–12+ years of public accounting tax experience.
• Strong experience with closely held businesses and complex tax structures.

Culture & Benefits

• Performance-based bonuses.
• Comprehensive benefits package including medical, dental, vision, and retirement.
• 5 weeks of Paid Time Off (PTO).
• Supportive and inclusive workplace environment.