Job Title: Accountant II – Tax Compliance

Seeking an Accountant with federal tax experience. This role is responsible for analyzing, interpreting, and making decisions on a wide variety of complex federal tax and financial compliance matters. The position will provide timely and accurate financial and tax information to management, tax authorities, regulatory agencies, and auditors.

 

Responsibilities

• Prepare and review tax workpapers for insurance entities, C corporations, and partnerships.
• Prepare annual and quarterly statutory financial statement tax provisions.
• Apply ASC 740 and SSAP 101 to relevant fact patterns.
• Prepare and coordinate state premium tax returns, municipal tax returns, sales and use tax filings, personal property tax returns, and insurance surcharges.
• Research federal and state tax matters and make recommendations based on findings.
• Identify and implement efficiency and technology improvements to enhance tax processes.
• Assist in developing training materials.
• Respond to federal, state, and local tax notices and related correspondence.
• Calculate tax estimates and accruals.
• Prepare or review tax journal entries.

 

Education, Experience, and Qualifications

• Bachelor’s degree in accounting, finance, or business administration with an emphasis in accounting.
• 2–3 years of insurance corporate tax experience or public accounting experience.
• Certified Public Accountant (CPA) designation preferred.
• Professional designations such as CPCU or AIAF are a plus.
• Familiarity with tax software and research tools is desired.
• Strong knowledge of ASC 740, SSAP 101, insurance taxation, and partnership taxation.
• Understanding of state corporate tax, premium tax, and policyholder surcharges.
• Strong analytical, research, and process improvement skills.
• Excellent attention to detail, sound judgment, and effective communication abilities.

 

Compensation Package

• Salary range: $75K–$85K, plus bonus.
• Comprehensive benefits including health coverage, 401(k) with company match, and flexible PTO.
• Professional development and career growth opportunities.
• Collaborative and supportive work environment.

 

Disclaimer: Please note that this job description may not cover all duties, responsibilities, or aspects of the role, and it is subject to modification at the employer's discretion.

 

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