OverviewA 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 SummaryThe 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 requiredCandidates 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.
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