PRIMARY PURPOSE:

Under limited supervision, the Tax Analyst I is responsible for tax and accounting research, analysis, regulatory reporting and compliance support of the Company State tax function.

ESSENTIAL DUTIES AND RESPONSIBILITIES:

Following is a summary of the essential functions for this job. Other duties may be performed, both major and minor, which are not mentioned below. Specific activities may change from time to time.

• Actively participate in the preparation of quarterly GAAP and Statutory tax provision process. Includes calculation of tax adjustments, maintaining deferred tax inventories and tax basis balance sheets, preparation of journal entries, rate reconciliations, footnotes and other related activities..
• Actively participate in the preparation of the annual premium tax returns. Includes calculation of retaliatory taxes, the return-to-provision reconciliation and other related activities. In addition, research and respond to various notices received for state insurance departments.
• Assist VP, Director, Manager and other staff as needed to meet the department’s objectives. These activities include participating in special projects, and preparing for major department functions such as preparation of state tax estimates and returns, annual municipal tax filings, premium tax returns, etc.

MINIMUM SKILLS AND COMPETENCIES:

The requirements listed below are representative of the knowledge, skill and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

• Bachelors degree in accounting or related field required;
• 1-2 years of tax return preparation; preferably consolidated, multi-state income and franchise tax returns
• General understanding and good working knowledge of GAAP accounting concepts is required
• General understanding of the relationship between tax provisions/accruals and tax returns is preferred
• General knowledge of tax accounting (ASC 740) concepts is highly desirable
• Insurance tax and previous experience in corporate or public accounting office is highly desirable
• Ability to research technical matters and apply to company circumstances
• Must be proficient at Excel; ability to quickly learn/utilize other tax software such as Corptax, Premium Pro and Oracle general ledger
• Demonstrate a sense of urgency, detailed-orientated/attention to detail, and ability to be a productive member of a team
• Demonstrate excellent written and oral communication skills, time management skills, problem-solving skills, organizational skills
• Ability to navigate and manage change in a fast=paced department and growing company.