Client Service Manager / Leader (Captives)

This is a hybrid role with a requirement to work at least three days a week in the office in Honolulu, Hawaii.

About the role

This role is a consulting, advisory, and managerial position responsible for the daily management and accounting functions of a portfolio of clients that can consist of insurance entities, captives, and reinsurance pools. The Client Service Manager provides financial monitoring and control, and ensures regulatory compliance.

Responsibilities

• Prepare or perform technical review of financial statements in accordance with US GAAP, Statutory, or IFRS
• Ensure all financial aspects of the client are efficiently managed
• Possess technical ability to discuss regulatory updates with clients
• Establish and maintain good working relationships with clients, prospects, client teams, other service providers, regulators, and colleagues
• Manage financial audit process with the auditors with strict adherence to client deadlines and regulatory reporting
• Perform and execute review of financial statements

Requirements

• An internationally recognized professional accounting designation, such as CA, ACCA, ACA, or CPA
• Experience building relationships internally or externally with customers in an Account Management and/or Client Services focused role
• Experience in financial reporting under GAAP or IFRS as well as the insurance regulatory environment

Qualifications

• Familiarity with captive policy structures and captive tax issues
• Ability to lead client meetings
• Ability to research complex matters independently

Benefits

• Professional development opportunities
• Inclusive and supportive work culture
• Career growth opportunities within a global organization
• Health and welfare benefits
• Tuition assistance
• 401K savings and other retirement programs
• Employee assistance programs
• Performance-based incentives

Pay

The applicable base salary range for this role is $65,900 to $140,800. The base pay offered will be determined on factors such as experience, skills, training, location, certifications, education, and any applicable minimum wage requirements.