Tax Manager / Senior Manager – Captive Insurance

Larson Gross is seeking an experienced Tax Manager or Senior Manager to join our 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 opportunity to play a key role in shaping and expanding this developing practice area at Larson Gross. 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; Proven ability to manage client relationships and multiple engagements

Nice to have

Manager: 5+ years of public accounting tax experience preferred; Senior Manager: 8+ years of public accounting tax experience preferred; Captive insurance experience preferred; Insurance tax; Reinsurance tax; Alternative risk; Tax compliance or planning for captive insurance companies; 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

Benefits

Health, Dental, and Vision Insurance (with options for fully paid employee only coverage for health and dental); Company-Paid Life and Long-Term Disability Insurance; Ancillary Benefits such as supplemental life insurance and short-term disability options; Classic Safe Harbor 401(k) Plan with employer contributions; Opportunities for professional growth, learning, and development including access to Becker and LinkedIn Learning