Remote CPA Account Manager, Captive Insurance & Finance

Strategic Risk Solutions; Calgary; Remote; CAD 80,000 - 110,000; Full time

Benefits offered by this job

Bonus plan

Benefits package

Job summary

Strategic Risk Solutions Inc. (SRS) is seeking an accounting professional to join its servicing team. Based in Alberta or Halifax, this predominantly remote role will manage the financial and regulatory affairs of a portfolio of captive insurance companies.

The successful candidate will hold a CPA or equivalent qualification and thrive in a collaborative, client-focused environment. SRS offers a competitive salary, bonus plan, and benefits package.

Qualifications

• Bachelor’s degree in Accounting or Business is preferred.
• Professional accounting qualification such as CPA, CA, ACA, or ACCA.
• Three to five years of financial accounting experience.
• Excellent verbal and written communication skills.
• Excellent analytical, time-management, and prioritization skills.
• Proven client-service skills and the ability to work independently and collaboratively.
• Proficiency in Microsoft Office Suite.
• Knowledge of the Cayman captive insurance industry is beneficial.

Responsibilities

• Prepare or peer review financial statements.
• Oversee the annual audit process.
• Monitor liquidity needs and manage each client’s cash position.
• Process and oversee payments.
• Ensure investments comply with Board-approved investment policies.
• Maintain timely and professional communication with clients, service providers, and regulators.
• Oversee insurance and reinsurance documentation.
• Issue notices for shareholder, director, and committee meetings; prepare board packages; attend meetings virtually or in person; and draft minutes.
• Develop client relationships and grow into the key contact coordinating input from service providers and the client.
• For applicable clients, support responsibilities associated with an IRS Section 953(d) tax election.
• Support Account Executives, Directors, and Managing Directors with additional duties as assigned.
• Help standardize client working papers to improve operational efficiency.
• Represent SRS professionally within the local business community.

Skills

Verbal communication

Written communication

Analytical thinking

Time management

Prioritization

Client service

Collaboration

Microsoft Office

Cayman captive insurance knowledge

Education

Bachelor's degree in Accounting or Business

CPA or equivalent professional accounting qualification

Tools

Microsoft Office Suite

Job description

Strategic Risk Solutions Inc. (SRS) is seeking an accounting professional to join its servicing team. Based in Alberta or Halifax, this predominantly remote role will manage the financial and regulatory affairs of a portfolio of captive insurance companies.

The successful candidate will hold a CPA or equivalent qualification and thrive in a collaborative, client-focused environment. SRS offers a competitive salary, bonus plan, and benefits package.