Captive Insurance - Tax Manager / Sr Manager

About the role

At Current, everything starts with people. We believe that when you invest in talent through opportunity, development, and support, you unlock growth for individuals, firms, and clients alike. That's why we've built a platform designed to give our people access to more: more learning, more collaboration, and more ways to grow their careers than any single firm could offer on its own. Founded in 2023, Current has rapidly become one of the fastest-growing accounting platforms in the country, partnering with more than 40 leading accounting firms across the United States. Today, our community includes over 2,000 professionals, 30+ offices nationwide, and a growing global workforce that supports clients around the world. Backed by Thrive Capital, Bessemer Venture Partners, and Springdale Industries, Current is investing heavily in technology, artificial intelligence, and workforce innovation to help modernize the profession. Our leadership team has a proven track record of building and scaling successful businesses, with prior ventures generating more than $3 billion in combined enterprise value. We're building something bigger than a traditional accounting firm: a platform where talented people can grow faster, learn more, and do more meaningful work. Whether you join Current, one of our partner firms, or our global team, you'll be part of a community shaping the future of the profession. 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 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.

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

Requirements

• 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

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