Tax Associate Accountant

Role Overview

• Analyzes and prepares complex annual federal, state, and local income and premium tax returns and supporting workpapers, under direct supervision.
• Assists with preparation of monthly federal tax provision based on SAP and GAAP, including calculation of current income tax expense, federal tax payable, and deferred taxes.
• Calculates monthly tax accruals including but not limited to sales and use tax, income and franchise taxes, premium and municipal taxes, above the line taxes, and guaranty funds.
• Maintains and prepares monthly, quarterly, or annual account reconciliations for selected tax accounts maintained within the tax department.
• Performs minor bookkeeping duties including, but not limited to posting monthly journal entries, ad hoc querying of accounts, data migration from general ledger to tax software.
• Assists in identifying and researching tax planning opportunities and participates on special projects assigned by manager.
• Completes moderately complex federal, state, local, and special tax returns for individuals, partnerships, corporations, trusts, and estates independently and with minimal direction.
• Assists with the preparation of the company’s quarterly tax provisions and associated tax reporting on both GAAP and statutory basis.
• Completes detailed and complex calculations with direct supervision including, but not limited to loss reserve discounting, fixed asset depreciation, investment income, and state income tax apportionment.

Requirements

• 0-2 years of experience in Tax, Accounting, Finance, or a related field.
• Bachelor's degree in Business, Accounting, Economics, or a related field and/or commensurate experience.