Tax Manager / Senior Manager

Crete Professionals Alliance

Tax Manager or Senior Manager managing captive insurance tax compliance and advisory for high-net-worth clients. Leading engagements and providing technical guidance in a specialized tax practice.

Posted 4/16/2026full-timeRemote • 🇺🇸 United StatesSenior💰 $95,000 - $187,000 per yearWebsite

About the role

Key responsibilities & impact

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

Requirements

What you’ll need

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

Benefits

Comp & perks

Performance-based bonuses
Comprehensive benefits package (medical, dental, vision, retirement)
5 weeks of PTO

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills & Tools

tax complianceIRC §831(b)risk distributionrisk shiftingtax planningpublic accountingengagement planningaudit supporttechnical guidancementorship

Soft Skills

client relationship managementleadershipcollaborationcommunicationmentoringorganizational skillsadvisory skillsproblem-solvingteam managementstrategic thinking

Certifications

CPA license