Tax Analyst

About This Role

This hybrid Tax Analyst position in the Finance team supports the financial strength and flexibility of the company, ensuring it can meet policyholders' needs. The role involves preparing various tax estimates and returns with accuracy and timeliness, supporting insurance businesses, and assisting with federal, state, and investment compliance. This position suits a professional committed to building tax technical, analytical, and business skills.

Responsibilities

• Prepare premium tax annual returns and payments for multiple entities and states, including workpapers and necessary accounting entries
• Prepare state and local income tax and franchise tax estimates and annual returns and payments for multiple entities and states, including workpapers and any needed accounting entries
• Analyze and reconcile general ledger tax accounts and prepare internal reporting
• Be responsible for state correspondence related to audits, notices, and assessments
• Reconcile data between systems to ensure integrity and accuracy in reporting and filing
• Assist in special projects, as needed
• Assist with the preparation and review of the federal, international, and state income tax returns for members of the consolidated group, as well as separate company filings
• Prepare and review quarterly and annual GAAP and STAT tax provisions for insurance and corporate entities
• Serve as lead process owner for certain technical areas included in the company's provision and compliance processes
• Assist in the gathering and preparation of documentation related to the company's tax provisions

Requirements

• AS or BS in Accounting, Finance, or a related field
• 1+ year of experience in tax accounting, compliance, and reporting
• Basic working knowledge of state tax compliance processes
• Basic understanding of generally accepted accounting principles (GAAP) and ASC 740
• Ability to communicate across all levels within the organization (both verbal and written)
• Ability to effectively work independently
• Ability to adapt to changes in business needs and respond quickly
• Ability for improving efficiency and effectiveness in processes and tasks
• Knowledge and experience conducting tax research databases, such as Checkpoint
• Strong analytical skills, detail oriented with excellent organizational skills
• Ability to multi-task, prioritize, and complete projects in a timely manner

Nice to have:

• CPA, CPA eligible, or Master's equivalent
• Public Accounting experience (Big 4 a plus)
• Experience with ONESOURCE Tax Provision (OTP) and ONESOURCE Income Tax (OIT) Software